Creating Customer Mapping Rules

To create a customer mapping rule:

1. Go to Transactions > Bank > Automated Cash Application.

2. From the Account list, select the bank or credit card account for which you want to create a customer mapping rule.

   NetSuite displays a list of imported bank lines for which NetSuite was unable to find matching payments.

3. From the dropdown list in the Customer column:

   • If no customer name is selected for an imported bank line, select or enter the name of the appropriate customer. By default, the list displays the first 1,000 results returned by the system. If no customers are available from the dropdown list, see Troubleshooting Missing Records from the Customer Dropdown List.

   • If a customer name is selected but is incorrect, select or enter the name of the correct customer.

   • If a customer name is selected, correct, and not read-only, do the following:

     1. Click the field of the customer name.

     2. To clear the field, click the X icon that appears.

     3. Select or enter the name of the customer again.

     Note:

     If NetSuite finds an exact match for an imported bank line and the customer or invoice information is correct, the box for the bank line is automatically checked. The customer name is read-only and you cannot create a customer mapping rule.

4. In the confirmation window, click Make Rule.

   NetSuite selects the customer and creates a customer mapping rule. If you have an existing customer mapping rule that contradicts your new rule, your new rule overwrites the existing one. To view your newly-created rule, see Viewing Customer Mapping Rules.

Additional Information

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