User_I4Z2V Green Ribbon

I see but when the issue was brought to attention, we made sure to uncheck the box moving forward. However, the credit was still auto applied. I am still waiting for accounting to enter another credit to see if the adjustment I made earlier solved the issue

Yes, our accounting department is going to test and get back to me, i will update as soon as I hear something.

Based on the descriptions of the scripts/workflows I don't see anything that would trigger an auto pay

Yes, this is what's happening. The Box is checked. I am the admin here but I am very new. This company just impleneted NetSuite less than 2 months ago.

We have made sure it is unchecked since we noticed the issue, and it is still auto applying.

Also here is more info from one of our accountants about un-applying credits "Yes! I have done that a couple times now, unfortunately though if I already made the payment, it removes it from that payment and still shows the credit as open."

I will, thankyou

how do I reach out to them

I don't believe so

I will check when this afternoon when the user is back in office

Here is the admin view Here is the sales order under the accounting role that I need to add the button to

The proforma button is on a custom a form, I am not sure where the button is configured. I cannot find it, do you know away to search. Yes this role has full permissions No it is an accounting role, but needs the button No the role is not responible for creating this specific sales order

The role already has full permission for sales order

I'm not sure what you mean by access the record using the role account

I still need some help

the above is admin I'm looking to get the Proforma button added

Yes they are able to see them

Yes it is the same forms

I will try thankyou

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