When creating a Cash Refund via REST API, the

account

field is being sent in the payload (same approach that works correctly for Cash Sales). However, NetSuite is ignoring that value and using a default account instead. The root cause is that NetSuite is automatically creating a related Check transaction when the Cash Refund is saved, even though

createCheck

is not being sent in the payload. This auto-generated Check uses its own default bank account, overriding the one specified in the Cash Refund. What we want: • Either stop NetSuite from auto-generating the Check by default (without having to send

createCheck: false

explicitly in every API call) • Or find a way to set the correct default account so the auto-generated Check uses the right one What has been ruled out: • Customizing the transaction form — forms are not taken into account by the REST API • Sending

createCheck: false

explicitly — not desired

AI generated answer (using internal Slack threads):

Based on the conversations, it seems that the account field on a Cash Refund transaction is tied to the payment method. When a Cash Refund is created, NetSuite automatically generates a related Check transaction, which uses its own default bank account, overriding the one specified in the Cash Refund. To address this, you have a couple of options: 1. Workflow: You can create a workflow that triggers after a Cash Refund record is submitted. This workflow would set the account field to the desired default account for the Cash Refund. Here's a basic outline of the workflow logic:

After record submit > Set field Value > Account Field > Select the Default account for the Cash Refund

. 2. Payment Method: You can create a new payment method specifically for Refunds. This payment method would have the desired account set as its default. When creating a Cash Refund, you would select this payment method, which would then set the account field to the correct account. Remember, the account field is tied to the payment method. So, if you set the payment method first, you can then manually overwrite the account. Also, if the payment method is a check and the check payment method is set to "group with undeposited funds", it will default to the "undeposited funds" account. You might need to change this setting if it's causing issues. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******