ANS-0370 · ACCOUNTING & FINANCIAL CONFIGURATION
How is the Credit Card Processor Field Value Determined in NetSuite?
Understand how NetSuite automatically assigns a credit card processor to transactions based on customer preferences and where this information is stored.
Short answer
The Credit Card Processor field's default value in NetSuite is primarily determined by the "Preferred Credit Card Processor" field on the customer's record. This preference is stored directly on the customer profile and becomes visible on associated Payment Methods. While the customer record dictates the default, direct workflow manipulation of this field on the Payment Method record may have limitations.
Scenario
Users often need to understand how NetSuite populates the 'Credit Card Processor' field on transactions and payment methods. This is crucial for ensuring correct payment processing and maintaining consistency across customer records. Knowing the source of this default value helps in troubleshooting and configuration.
Solution
The default value for the Credit Card Processor field is determined by the "Preferred Credit Card Processor" field located on the customer's record. This value is stored on the customer's record and is visible on the Payment Method. Direct manipulation of the Credit Card Processor field on the Payment Method record via workflow may be limited or require specific configurations.
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