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Please note that user may decide what type of information will be copied to the transaction. The field can be Freeform-Text, sourced List/Record such as custom segment or even a document. |
Create new field - Bank Statement Transaction field - where the
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values will be entered
Using Administration or other Full Access role, navigate to the Customisation > Lists, Records, & Fields > Record types. Filter on the Bank Reconciliation bundle and locate the Bank Statement Transaction.
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After saving the field and the record, proceed to step 2.
Create new field - Netsuite field - where the
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values will be stored
Next step is to create a transaction body field, where the value will be stored. Here we follow standard steps how to create the custom field and we decide to which transactions we want this to be applied (Journal, Custom Payment, Vendor Payment …).
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