Understanding Payment Instruments and Handling Mode

Overview: With the introduction of Payment Instruments in NetSuite, the process for handling payments on transactions has been enhanced and simplified. This explains the functionality of the Handling Mode field, which replaces the need for manually checking the Charge Credit Card and CC Approved boxes, and how it streamlines payment processing. Handling Mode Field The… Continue reading Understanding Payment Instruments and Handling Mode

Override Default Value of Handling Mode Field via Workflow Action Script

On the Enter Sales Order page, there’s a Handling Mode field under the Billing subtab, which is set to a default value of “Processing.” This default value can be overridden and set to “Save Only” using a Workflow Action Script with the Before Load Trigger Type. Solution Navigate to Customization > Scripting > Scripts > New Select the Add (+) button which will prompt… Continue reading Override Default Value of Handling Mode Field via Workflow Action Script