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Interesting. I recommend reaching out to NetSuite Customer Support and filing a case with them. They have specialized tools to thoroughly investigate and analyze such problems. By doing so, you can ensure that the issue is addressed effectively and efficiently, leveraging their comprehensive support resources.

Hi @Elise M., glad to have you with us today and thanks for posting here in the NetSuite Support Community!
Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hello, @kariingvaldson.

According to my tests in my own account, following NetSuite's native behavior without any customizations, the Payment Instruments available to be selected in a transaction are only those of the Customer selected.

For example, if the Customer selected in a Sales Order is the Child, then the Payment instruments available in the Sales Order are only those that are saved in the Child Customer Record.

Likewise, when you bill the Sales Order and create the Cash Sale for it, when you now select the Parent Customer, the Payment Instruments that can be used for the Cash Sale are only those that are saved in the Parent Customer. Therefore, the authorization using the Child Customer's Payment Instrument (credit card) will no longer be applicable when you process the Credit Card Sale by selecting the Parent Customer upon creation of the Cash Sale.

Following this behavior, what I could think as a workaround is for you to just save the Child Customer's Sales Order without selecting any Payment Option and without authorizing the credit card sale. Then, once you Bill it into a Cash Sale to the Parent Customer, you will process the Credit Card sale by selecting the Payment Option or Instrument saved in the Parent Customer record. If this process is feasible for you but it's too much manual work, perhaps you can automate this through SuiteFlows or SuiteScripts with the help of your developer.

According to my tests, the process of selecting the Credit Card in the Payment Option field of the Cash Sale once the Parent Customer is selected will be automatic as long as you have set it as the default Payment Instrument in the Parent Customer record; so perhaps there's not much manual work needed.

Of course, this is only applicable if your Company is allowed to process the credit card sale without prior authorization in the Sales Order.

Upon researching further, I found an enhancement request that covers this behavior. This is documented in Enhancement # 174146: Transactions > Enter Sales Orders - Populate parent customer's Credit Card information on sales order for the Child Customer where Accept Payments through Top-Level Customer = T.

You can go to SuiteIdeas page to vote for the enhancement.

Apologies for the inconvenience this limitation may be causing you but I hope this helps clarify your concern.

Thanks!

Hi @Jeremy Guimaras-Oracle ! Yes, I think it did answer my question. Thank you very much! And thank you for the Enhancement request # too.

Hi @Audrey G.

Nice to hear back from you again.

Unfortunately, this is still a limitation for not only MyAccount but for the SuiteCommerce webstores as well. There is an option to assign a diferrent passwords for each customer accounts.

Otherwise, this behavior is also currently documented on Enhancement #411250 Webstore > Customer Center > Log in as a Returning Customer > Use the same Email and Password provided from multiple Customer accounts > Ability to choose which Customer Account to access

You can submit a vote by either submitting a case to NetSuite Customer Support or via SuiteIdeas. Refer to these SuiteAnswers Articles for the steps on SuiteIdeas:

    30288: Steps to Navigate to SuiteIdeas

    10054: Voting for Enhancements > To enter a new idea

Kind regards,
Thea

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Hi,

Clarified that it's possible to link only 2 datasets, not more. Thank you for being so helpful!

Regards,

Zeynep

It is a free SuiteApp. But for more information on licensing, it would be best to reach out to your account manager for the specifics.

jon.landon.love the topic @Patrick Fresnosa-Oracle refers to is actually SuiteIdea 538825.

Please ask your NetSuite administrator to vote for SuiteIdea 538825 and even more important is leave a comment documenting the business need, the burden not having this available and the benefit to having it.

I see there are only 2 votes for this at the moment and no existing business need defined in the comments.

NetSuite is more apt to consider a feature for development if they understand the business need, burden, benefit & widespread need.

Best regards,