hello does anybody know how to pull the bank name ...
# generald
dane
04/28/2020, 1:36 PMhello does anybody know how to pull the bank name located in vendor > Financial > Ach in a vendor saved search?
s
sam1128
04/28/2020, 1:37 PMEntity bank name
sam1128
04/28/2020, 1:37 PMParent entity must be vendor
d
dane
04/28/2020, 1:41 PMthere is no entity bank name field on the search
dane
04/28/2020, 1:41 PMmessage has been deleted
s
sam1128
04/28/2020, 1:52 PMYou need to start your search from ACH record then find parent vendor.
d
dane
04/28/2020, 2:00 PMhow do you find an ach record? i tried looking for ach saved search but i cant seem to find one
k
KevinJ of Kansas
04/28/2020, 2:00 PMI believe the custom reord type he is referring to is "entity bank details" which I don't think is what you have on that screenshot
d
dane
04/28/2020, 2:03 PMi cant alsso find entity bank detail field on vendor search
k
KevinJ of Kansas
04/28/2020, 2:04 PMIt's not a vendor search. Hold on.
KevinJ of Kansas
04/28/2020, 2:04 PMDo you have the bundle "electronic bank payments" installed?
KevinJ of Kansas
04/28/2020, 2:05 PMCustomization -> Suitebundler -> Search & install bundles -> List
d
dane
04/28/2020, 2:08 PMunfortunately, it is not on the installed bundles 😞
k
KevinJ of Kansas
04/28/2020, 2:09 PMSo that tells me you are using the feature under
Setup->Company-> Enable featuresACH VENDOR PAYMENTSKevinJ of Kansas
04/28/2020, 2:10 PMyou might be able to get NetSuite to open up that record type to be searchable. See this conversation with Barney.
https://netsuiteprofessionals.slack.com/archives/C29HKGM6J/p1588025890249800
9 Views