how to make accept customer payment non posting an...
# ask-stanley-ai
y
how to make accept customer payment non posting and pending approval
c
AI generated answer (using internal Slack threads):
Based on the conversations, it seems that making a customer payment non-posting and pending approval in NetSuite is not straightforward due to the nature of customer payments as posting transactions. However, there are a few workarounds that you can consider: 1. Workflow: You can set up a workflow to update a custom status field and lock the record after reviewers' approval. This won't stop the transaction from getting posted, but it's a good measure of security. You can also set up reminders for unreviewed customer payments. 2. Custom Record: You could create a custom record for unapproved customer payments and have a script that generates the posting payment once the custom record has been approved. This method might be a bit complicated if you haven't implemented a custom record before. 3. Custom Transaction: It might be possible to use a custom transaction instead of a payment record. The actual transaction can have posting and non-posting statuses. However, this method could lead to cash application issues and would require an additional step to apply it against an invoice. 4. Custom GL Impact: You might be able to use a native payment record and a Custom GL Plugin to reverse the GL impact until a custom approved field is checked. However, this method could have negative impacts if not used correctly in conjunction with the "make bank deposits" page. 5. Undeposited Funds: Another option could be to force every customer payment into undeposited funds, and then enforce an approval process via having a make deposit transaction to record it going into the bank account. Please note that these are workarounds and may not be perfect solutions. They may also require a good understanding of NetSuite's functionalities and possibly some scripting knowledge. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831629217
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830960274
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830193877
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