User_2CE7R Red Ribbon

@Judith Culanding-Oracle What about what the user above is mentioning about assigning a class?

@Angela Bayliss I don't know what classes are in NetSuite. I've never been with a company that uses them. What is this? Is this like a sub-account for the GL?

@Angela Bayliss We need to be able to track AR aging separately. Reports and saved searches will be easy for distinguishing product activity, but in terms of payment trackability, it'll be easier.

Hello @Shiela Marie Villaluz-Oracle, did you mean to paste more of the table? I already entered the domain prefix and company name, but the payment methods are not showing for be to finalize.

@Tigran Shahnazaryan Yes. I believe I have it correctly selected.

@Tigran Shahnazaryan I believe our Payment Processing Profile is set up correctly, it's just named differently. If the Associated Payment Processing Profile seems to be set up correctly, where else could I look?

@Tigran Shahnazaryan I don't show Versapay as an option. How do I add this?

@Angela Bayliss I'd still like to see the name of the vendor. Is there another way?

@Angela Bayliss Hi Angela. I added a few filters. Please see below just for added visibility. How do I only keep the line that's NOT 2000 Accounts Payable and also have the name of the Vendor show?

@Angela Bayliss Sure, lets take a stab at this saved search. We'll also need the results regardless of approval status.

Hello @Michelle Jabanes-Oracle, I've never created a workflow, and I haven't had a chance to attempt this. I can mark the question as closed though.

Hi @Michelle Jabanes-Oracle It doesn't seem to be working. I can just call support to troubleshoot with them.

Hi @Michelle Jabanes-Oracle I'm waiting for our next order to come through to check if the rule is working.

Hi @Red Velasco-Oracle, Where would I find step 2? I see step 3.

Hi @Red Velasco-Oracle, I'm not showing that I have an option for "Vendor Bill" as a record type. The other options do not seem to align.

Hello @Michelle Jabanes-Oracle, should I have "Send Email Alerts When Records are Created/Updated" check marked? What other options should be check marked? I already added recipients to "Specific Recipients".

Hello @Michelle Jabanes-Oracle, the notification was setup as a saved search by our NetSuite integration Team. I tried to adjust it to where it would send notifications, but I don't believe I made the correct changes.

Hi @Red Velasco-Oracle Thanks for the details. I will need to take some time to go through the instructions. As stated, if I have any issues, I'll reach out to NS Support.

@Patrick Fresnosa-Oracle Sounds good. How do I check with the SuiteBuilder Team? Do they go though the "Ask a Guru" questions too or should I call customer service and have them route me?

Hello @Patrick Fresnosa-Oracle, • For Vendor Bill and Purchase Orders we do not have these check marked, but have the ability to. • We do have the bundle (203059) installed and I believe enabled. • If the best option is a custom workflow, I'm up to hearing how this can be setup, as each vendor will not have the same…

@Patrick Fresnosa-Oracle How do I check which approval process that I have for our license?

I called the NS help desk. This is the solution: • Add an addition column in your CSV file for "Undeposited funds". Put "No" • Map this field to "Customer Payment : Undeposited Funds". You can also hard code this to "No" via the edit function with the pencil. • Payment should now be created to debit the bank account (or…

The account being mapped is a bank type. I'm not understanding the 3rd question. This should be ACH payment via bank deposit, but I did not establish a payment method in the CSV.