Actually removing the custom bank record permission on the role solved the purpose.

thank you Sheila. Good to know the info even though this does not solve my used case. Appreciate you taking time to look into the issue

yes. It works. Thank you.

I need to test out the solution. Will update the thread. Thank you, Siva

Thank you Clarisa for the Information . Regards, Siva.

We just realized that TAX AMT and GROSS AMT are missing even though we have the Generic Tax code defined on the item level now. Attached are the screenshots one for which these fields are available for Non US customers and not available for US customers. As explained, AR team uses these fields based on the invoices from…

Thank you. That was the trick I was missing :).

Hi Chelsea, Thank you for looking at the post. I have seen these alternatives already and none of them would be feasible solution in my case. Admin should be able to turn off these kinds of notifications. Appreciate you trying to help. Regards, Siva.

Appreciate any Feedback here.

Thank you Patrick. Solution Works as a charm.

Hi Patrick, Apologies for not being clear. we’ve planning to introduce a Holding Company entity along with a Target Legal Entity due to a recent merger. Once we have the target Entity ready, I would like to have advice on how to deal with the holding company. That's where I came across this "GL Only Subsidiary" in suite…

I am just trying to upload Entity Bank details in CSV and looking for a document for reference. I remember going through the video sometime back, and now it is not working. I'm just checking why it was not working. Do you have a new Suite Answers ID for this if the process changes?

I am getting issues when trying to access the hyperlink. Am I missing something? Regards, Siva.

Added the custom fields in the default entity Bank record. Modified to below code. <CdtrAcct> <Id> <IBAN>${ebank.custrecord_qr_iban?replace(" ", "")}</IBAN> </Id> </CdtrAcct> <RmtInf> <Strd> <CdtrRefInf> <Tp> <CdOrPrtry> <Cd>SCOR</Cd> </CdOrPrtry> </Tp> <Ref>$${ebank.custrecord_qr_reference?replace(" ", "")}</Ref>…

Thank you, Joves. I have modified the custom record for entity bank details (customrecord_2663) to include the additional custom fields and updated the code to retrieve the necessary fields. To better understand how to pull these fields from the Vendor record, I also created a support ticket. However, I have found a…

Custom fields creation on Vendor.

Attached is the Vendor record with Custom Fields

I managed to complete the template by modifying the logic and defining custom function . Thank you for taking time to have a look at this.

Hi Sheila, You were correct; this was a custom form issue. After I removed the Electronic Bank Payments Suite App, some of the forms were updated as well. Once I corrected the forms, everything started working properly. I apologize for not updating you sooner. Thank you for your response! Regards, Siva.

Hi Ayie, Thank you for all your responses and follow-up. I will follow up with the in-house developer, or I will develop the automation myself. Please close this discussion. Regards, Siva.

Please close this post. Figured out the issue.

Thank you Ayie for the update.

Hi Ayie, I am still waiting on experiences from others. I do appreciate Tigran's response. The situation is different. So, I'm still looking for a solution. Regards, Siva.

Thats correct. The implementation team didn't perform the correct migration. We have Invoices— JE with AR trade A/C debit and AR clearing A/C credit— Customer Tagged Credits— JE with AR Trade A/C credit and Cash A/C debit.— Customer Tagged Now, After offsetting Invoices and Credits, I am still seeing a balance from AR…

Hi Tigran, How are we going to offset the Invoices and Credits? Can you please explain what you mean? Regards, Siva.

Thank you, Tigran. How about offsetting the JEs for invoices and credits on the customer's Accept Payment page? First, I am offsetting the invoice and Credit, then creating a JE for offsetting the AR clearing account. Regards, Siva.

Hi Tigran, Are there any Suite Answers related to this solution? If not can you provide more details on the solution? Regards, Siva.

Thank you, Patrick. Appreciate your response. Reached out to the Account manager and working with www.bossinfo.com. Regards, Siva.

Appreciate the response, Patrick. Are there any location suite apps that solve this problem? I came across CloudMaven and BossInfo, which seem to address this issue. Apart from them, does anyone have any experience dealing with payments in Switzerland?