Removing Customer Mapping Rules
If you no longer need a customer mapping rule, remove it.
To remove a customer mapping rule:
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Go to Transactions > Bank > Automated Cash Application.
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From the Account list, select the bank or credit card account you want to view.
NetSuite displays a list of bank lines that don't have matching payments.
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To view your customer mapping rules, click View Customer Mapping Rules.
Tip:If you don't want the system to use the rule now but may need it later, clear the Active box instead.
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For the rule you want to remove, click the delete icon.
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In the confirmation window, click OK to remove the rule or Cancel to keep it.
When you delete a rule, the system removes it from the list and doesn't use it when identifying customers.
Any changes to your rules are saved immediately .
Additional Information
- Setting Accounting Preferences
- Generating Customer Payments
- Filtering Imported Bank Lines
- Adding or Changing a Customer
- Customer Match Criteria
- Customer Mapping Rules for Automated Cash Application
- Reviewing Invoices for an Imported Bank Line
- Viewing Open Invoices for a Customer
- Including or Excluding Invoices from Payment Application
- Checking the Process Status for Generated Payments