Removing Customer Mapping Rules

If you no longer need a customer mapping rule, you can remove it.

To remove a customer mapping rule:

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

  2. From the Account list, select the appropriate bank or credit card account.

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

  3. To view your customer mapping rules, click View Customer Mapping Rules.

    Tip:

    If you do not want the system to use the rule now but may have use for it later, clear the Active box instead.

  4. For the rule you want to remove, click the delete icon.

  5. In the confirmation window, click OK to remove the rule (or Cancel to keep the rule).

    When you delete a rule, the system removes it from the list of customer mapping rules and no longer uses it when identifying customers.

    Any changes to your rules are immediately saved.

Additional Information

Related Topics

General Notices