Customization to inform unathorized payment

While trying to pay an invoice through the portal using a credit card with an incorrect CVV code, the payment is completed without notifying the user about the incorrect payment.  As a solution, display an error message to the user so they are aware that something went wrong with the payment.  We have checked the… Continue reading Customization to inform unathorized payment

Remove Discover Credit Card option on Web Store

Oftentimes, users encounter issues on their ordering process by having the “Discover” Credit Card option displaying on their Web Store. Solution On NetSuite UI Navigate to Setup > Accounting > Accounting Lists On the Filters section, select Payment Method from the Type dropdown Click on the Discover payment method record On the Payment Method record… Continue reading Remove Discover Credit Card option on Web Store

Setting Up Purchase Card Processing

Complete the following to set up and use the Purchase Card Data module to process level II and level III credit cards through CyberSource and MerchantE: Provision the feature by contacting your NetSuite account manager for more details and pricing information for this module. Enable the Purchase Card Data feature in NetSuite: Go to Setup >… Continue reading Setting Up Purchase Card Processing

Term is not Populating in a Standard Sales Order Form even if the Term is specified on the customer record.

1.       View the Customer record. 2.       Navigate to the Financial tab. 3.       On the Credit Cards sub tab, check if credit card information is provided and if Default Credit Card is checked. 4.       If you want the terms to populate on the Sales order, you could either: •          Uncheck Default Credit Card in Financial tab > Credit Cards sub tab of the customer record or; •          Use a Standard Sales Order – Invoice form instead. Note: If Default… Continue reading Term is not Populating in a Standard Sales Order Form even if the Term is specified on the customer record.

Partially pay an Invoice by Credit Card and Cash

1. On the Invoice (with amount=1,000.00 for example), click on Accept Payment button (Another way is to navigate to Transactions > Customers > Accept Customer Payment)2. On the Payment screen > Apply tab > Invoices subtab > Mark the Invoice > Enter the partial amount on the Payment Amount field (For example, a credit card payment is only 500.00; then, enter 500.00 on the Amount field.)5. Navigate to the Payment Method tab > Enter all credit card information,… Continue reading Partially pay an Invoice by Credit Card and Cash

To remove shoppers access to support cases:

To remove shoppers access to support cases: In NetSuite, go to Setup > Users/Roles > Manage Roles. Click Customize next to the role you want to grant support case access. Go to the Permissions tab and the Lists subtab. Delete the Cases permission with Edit level. Click Save. By doing above steps the cases tab… Continue reading To remove shoppers access to support cases: