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Change default option in Customer Payments from Undeposited funds to Account
Scenario:
By standard in NetSuite, the undeposited funds option is selected on the customer payments creation page. Since the default is undeposited funds, the transactions are being saved in Undeposited status, and the user might forget to choose the bank account since no notification is in place at the time of saving the transaction. Additionally, there are multiple subsidiaries and each subsidiary has several bank accounts. Hence, in that case a single bank account cannot be set as default in the customer payments.
Findings:
Enhancement
197764 – Transactions > Customer > Accept Customer Payment > Allow the ability to customize the form and disable/remove the ‘Undeposited Funds’ radio button option.
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