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Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
New to NetSuite | How to Create a Classification For Reporting That Defaults From Department
The need for creating a classification (i.e. Region) for reporting, and automatically default it from another segment (i.e., Department) on all transaction lines, is a business requirement commonly found in companies where Department is actually a Cost Center that reports to a single Region or Business Unit. We can do this without having to develop a SuiteScript.
In this example, Region will be automatically defaulted from Department for transactions entered via UI, CSV Import, as well as Integration through Web Services. In addition, Region may be overridden, which is convenient for importing historical transactions where a Department or Cost Center was part of a different Region.
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