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Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
Comments
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If you create a custom segment, does that mean every transaction has to include the custom segment and that role can only see the transactions for those new transactions w/ the custom segment? I don't want to have to go back and add/update past transactions w/ custom segment. Example, sales report for sales manager with…
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Thinking about it now, I am a little less concerned about the reports side, and more concerned about the dunning letters that should have levels not showing up in the dunning email queue. Last we checked, we had 65 customers on the report that have dunning letters and verified that they do need to be on the dunning email…
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Our dunning procedure is set up to have all Levels get an email so all of them should be on the email queue. We have to evaluate them individually by pausing/unpausing dunning for each customer. Any way to do that all at once? Can we force the workflow to run? The only criteria in the search is dunning procedure (Custom)…
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Thanks. The info provided was helpful. I'm all set now.
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I was able to create the payment profile and have successfully processed credit card payments. I contacted Cybersource and they gave me suggestings on how to fill in some of the settings. Understanding all the nuances of each setting was not necessary because ours was real basic. Some problems we ran into after switching…