Display Link of the Payment Transaction Associated to the Customer Deposit on the Customer Deposit Transaction

Right now there is no link for the associated payment transaction(s) to the customer deposit in the Customer Deposit transaction. This is currently covered by Enhancement 222397 - Transactions> Customers> Record Customer Deposits> List> Click View on Customer Deposit> Be able to see a link to the Payment transaction(s) associated to the Customer Deposit.

 

An alternate solution for this is to create a custom sublist and display it on the Customer Deposit. Here is how it is done:

Step 1: Create a search that will source out information pertaining to the customer deposit, payment transaction and invoice. Below are the steps in creating said search:

a. Navigate to Reports> Saved Searches> All Saved Searches> New

b. Select Transaction as search type

c. Assign a name on the Search Title field

d. Mark as Public

e. Mark as Available as Dashboard View

f. Mark as Available as Sublist View

g. On the Criteria tab> Standard sub tab> Filter column, add the following:

· Type is any of Deposit Application

· Main Line is false (No)

· Formula (Text) and on the pop up window set Formula (Text)=contains and type in "Payment"on the blank field next to it. Then copy paste the following on the Formula field:

 

{appliedtotransaction.payingtransaction}

 

h. On the Results tab> Columns sub tab> add the following fields:

· Date and type in 'Deposit Application Date' on the Custom Label column

· Amount and set Function=Absolute Value and type in 'Amount of Deposit Applied' on the Custom Label column

· Applied To Transaction

· Created From and type in Customer Deposit Date on the Custom Label column.**Note: This field is optional. You may not add it to the search. This is for result validation purposes only.

· Applied To Transaction Fields…> Paying Transaction and type in 'Payment Transaction' on the Custom Label column

 

i. On the Available Filters tab> Filter column add Created From Fields…> Internal ID

j. Hit Save&Run

 

Step 2: Create a Custom Subtab

a. Navigate to Customization > Forms > Subtabs

b. Under the Transaction tab> Title column, type in the name of the custom subtab where the payment transaction(s) sublist will appear on the customer deposit example 'Payment Transactions'. If you wish the subtab be under an existing subtab, select that subtab under the Parent column. Otherwise, leave the Parent column blank.

c. Hit Save

 

Step 3: Create a custom sublist and assign it to the Customer Deposit transaction record. This step connects Step 1 and Step 2.

a. Navigate to Customization > Forms > Sublists

b. Under the Transaction tab> Search column, look for the search created in Step 1

c. Under the Transaction tab> Label column, type in a label for this custom sublist e.g. 'Payment Transaction'.

d. Under the Transaction tab> Tab column, look for the custom subtab created in Step 2.

e. Under the Transaction tab> Payment column, mark the checkbox.

f. Click Add.

g. Hit Save.

 

When you go back to an applied customer deposit you should be able to see the custom subtab. In that subtab, you should be able to see the results of the search containing information pertaining to Deposit Application Date, Amount of Deposit Applied, Applied To Transaction (Invoice), Customer Deposit Date, Payment Transaction Date.

 

Notice that you have three links in this subtab: one for the Deposit Application when you click the date link, one for the Invoice and one for the Payment transaction.

 

Remember that the alternate solution above will work if there is a Payment transaction created or saved in NetSuite. If you apply the customer deposit to the invoice directly or if you use accept customer payment page to apply customer deposit to invoices with payment amount [field] equal to 0.00 then there will be no payment transaction saved in NetSuite. Thus, no records will show under the custom subtab. This situation applies to cases wherein the amount of customer deposit is not enough to cover in full the amount of the invoice.