Hi guys, hoping someone can see something I'm miss...
# general
k
Hi guys, hoping someone can see something I'm missing: I'm trying to get my payment link to a custom sales transaction with no luck. I have linked the payment form to the transaction (under the forms subtab), the role has permission to perform/accept customer payments, but there is no Accept Payment button. Can't find anything in SuiteAnswers, wondering if someone knows of something I'm missing here?
k
Does it show up for administrator?
I haven't tried the custom sales transactions out yet in depth, but I did dabble a little bit.
That said, I went in not expecting it to auto link to a payment transaction
k
It doesn't, which is even more odd. You would think linking the appropriate form would automatically let NetSuite know Payment will need to be applied to the transaction
k
Just set one up in my demo account - looks to not have a native join to the "payment" transaction
k
ugh that's what i was afraid of
thanks for checking!
k
you can add a button via workflow to do this though
took me about 5 minutes.
Granted, not as elegant as a script because I can't seem to default field values in that I would want to
k
yeah I agree workflow is the way to go