Troubleshooting Missing Records from the Customer Dropdown List

There may be cases where NetSuite cannot suggest any customer matches for imported bank lines, nor can it display customers in the Customer dropdown list. The subsequent table outlines the possible causes for this scenario, along with solutions for each given scenario.

Cause

Solution

No customer records share the same currency and (if applicable) subsidiary as the selected account.

Modify an existing customer record accordingly. Alternatively, create a new customer record that shares the same currency and (if applicable) subsidiary as the account selected. For details on managing customer records, see Customers.

Customer records share the same currency and (if applicable) subsidiary as the selected account. However, these records are all inactive.

Activate the customer record or records. For instructions, see Activating Customer Records.

When you have a customer record that shares the same currency and (if applicable) subsidiary as your account, you should now be able to generate payments. See .

Related Topics

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

General Notices