Anyone have any exp/resources to help with generat...
# accounting
j
Anyone have any exp/resources to help with generating custom XML payment file templates out of NetSuite? Maybe examples of an xml-generating template, or links to check out? Having trouble finding documentation or guidance for this.
n
Hi Julia, there's some documentation within Suite Answers, and Netsuite Help Center(Search:`Working with Advanced Templates`) that should help get you started. Check out Answer Id: 38437, there's also a tips and tricks section too. For default template examples you can look under Payments>Setup>Payment File Format. Choose a related format related to what you'll be working with and view the record will give you a base line for the formatting requirements for the bank. For customization to the EFT templates you'll need to use Freemarker and JS to create what you need. Also, you may want to become familiar with Custom Records from the bundle if you need to add custom fields or lists, etc. Navigate to Customization>Lists,Records, & Fields>Record Types. Then find Entity Bank Details (unlocked) I believe its bundle 287418. Within this area you'll find all the fields that are available and you can create new. I hope this helps.
j
Thank you for the response! That pretty much confirms the approach/resources I'd found so far. I'm thinking there also must exist people that have done this for XML as well, so if so, hoping they can chime in too 😉
n
You're welcome. I've worked on a couple of these. and created a Xborder AHC template a few months ago. Is there something in particular you need help with?