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Introduction

User may want to need to populate specific values on a bank statement line and then automatically copy this to a resulting payment transaction.

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Using Administration or other Full Access role, navigate to the Customisation Customization > 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 -

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NetSuite field - where the 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 …).

Navigate to Customisation Customization > Lists, Records, & Fields > Transaction Body fields > New.

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