megaphone
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here!
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
No Limits. Just possibilities. Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.

Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!

Update transactions checkbox -customer record, pertains to partners.

edited Dec 6, 2019 2:37PM in General 2 comments

I see there is a checkbox on customer records, located on the partner tab, visible in edit mode - I noticed this as I was poking around with adding partners to customers.

Field level help states:
Check this box if you want to update this customer's transactions to reflect the changes you make to the partner team.


So, here is what I'd like to know:

If I check this, will it update only the transactions in the current open accounting period?

Gonna test this in a sandbox, but any clarification would be greatly appreciated......

~angela

Angela Bayliss

Jade Global - SW Florida

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 1 (Jan-Mar 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders