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.