Why is the Due Date not populating correctly?

SquareWorks Automate uses NetSuite's native functionality to automatically calculate the Due Date based on the Terms set on the vendor record. If the Due Date is defaulting to the invoice date or appears incorrect, it’s likely that the Terms are missing or incorrectly set on the vendor record.

To fix this issue for each affected vendor, follow these steps:

1. Search for the Vendor Use NetSuite’s Global Search to locate the vendor by typing the vendor name.

   
2. Edit the Vendor Record Click on the vendor name in the search results to open the record, then click Edit.

1. Update the Terms Field

   • Navigate to the Financial tab (tab names may vary depending on your form customization).

   • Find the Terms field and select the correct payment terms from the dropdown menu.

   ⚠️ Note: NetSuite forms can be customized, so your vendor record layout may differ.

1. Save the Record Click Save to apply your changes

   

After updating the Terms, newly created transactions for that vendor should now reflect the correct Due Date based on the specified payment terms.