Customer Mapping Rules for Automated Cash Application

When you select a customer for an imported bank line on the Automated Cash Application page, you can create a customer mapping rule. When a customer mapping rule is created, NetSuite saves an association between the Payor and Memo fields of the imported bank line and the selected customer. The next time you receive a bank line without customer information, NetSuite uses the rule to find an associated customer. The system compares payor and memo values in the bank line with those in the rule.

To create a customer mapping rule, see Creating Customer Mapping Rules.

To view customer mapping rules, see Viewing Customer Mapping Rules.

To remove a customer mapping rule, see Removing Customer Mapping Rules.

Related Topics

General Notices