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Auto-Create Rule Behavior Change

edited Jan 29, 2025 9:11PM in Announcements

This notice is to inform you of an upcoming change in the behavior of auto-create rules. As a user of auto-create rules, this change will affect your workflow. This change will be implemented in NetSuite version 2025.1.

What is Changing?

The Make Auto-Create Rule From Selected Transactions box on the Match Bank Data page will no longer be checked by default. Therefore, when the criteria for an auto-create rule are met, the system will no longer generate an auto-create rule by default. This change ensures that transaction creation and matching done by an auto-create rule will not occur unless you check the box first.

Regards,

@Robert Nedelkow-Oracle | NetSuite Support Community Administrator

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