We currently do not have the ability to verify bank details that are captured from the PDF. You can however create a saved search that compares the IBAN number on the entity bank details record to the ‘last captured IBAN number’. This search can be used as a reminder on a dashboard, and it will show any vendors where there is a mismatch between these two fields.
To proceed with this list, follow the instructions below:
- Create a saved search with the following criteria
- Filter field: Formula (Numeric)
- Description: is 1
- Formula: CASE WHEN {custentity_eff_nsp2p_lastrec_iban} != {custrecord_2663_parent_vendor.custrecord_2663_entity_iban} THEN 1 ELSE 0 END
2. Add at least the following columns to the results tab: