Best Of

You can take advantage of Multiple calendar feature. You can setup your primary as July to June and secondary to Jan-Dec. Once the periods are lined up with the new calendar, you can toggle the calendar on Child Subsidiary B subsidiary record to generate financial reports. However, this is a global setting for that particular sub. When you are done with the Jan -Dec reporting, you can toggle back to primary calendar for other purposes. I hope that helps.

Hi @PatrickConrad

You can create a separate employee form without the "Access" tab. Then, set that form as the preferred form in the Roles section. Also, make sure to uncheck the "Form is Preferred" option at the top. Hope you are clear with this approach.

A short update in this issue, we upgraded to 2026.1 and it all works fine again.

Strange behaviour, but at least the issue has been solved.

Hi @SILJA K C

You have 2 approaches.

You have two approaches to consider for this requirement.

Option 1: Image Field
The simplest and cleanest solution would be to use an Image type field, which allows users to select images directly from the File Cabinet. Automation is also possible through workflows or scripted solutions, depending on your full requirements. The one limitation worth noting is that image resizing may not be supported, so it's important to ensure the correct dimensions are used when uploading or selecting images from the File Cabinet, a local device, or the web.

Option 2: Inline HTML Field
The second approach involves using an Inline HTML field to display images sourced from File Cabinet URLs or external web links (local device images are not supported with this method). This option requires additional configuration through scripts or workflows to render the HTML correctly when a record is created or loaded. It is generally not recommended for users who are less familiar with NetSuite workflows or its technical aspects, particularly for dynamic use cases.

The best approach ultimately depends on your specific requirements . For example, whether you need to display a specific image on a transaction based on certain criteria, allow users to manually select or upload an image, or have the process fully automated. It would be helpful to understand your expectations in a bit more detail so we can point you in the right direction.

Hi @Elina Kourouzidou

Hi, Assuming you want to retrieve Customers (same applies for Vendors) linked to specific subsidiaries in Oracle NetSuite, there are two approaches:

Method 1: Customer Saved Search

Create a saved search on the Customer record and apply filters on joined “Subsidiary Field” field. Downside of this method would be you can not filter multiple subsidiaries. Also you have enter the sub name within % (Ex: %SubA%) if you have parent/child relationship

Method 2:

The second and more straightforward approach is to create the saved search on the “Customer–Subsidiary Relationship” record. This record represents the underlying mapping between customers and subsidiaries and returns one row per relationship, covering both primary and secondary subsidiaries automatically. As a result, it allows you to filter multiple subsidiaries easily and provides a more reliable dataset for reporting or exports.

In practice, the second method is generally recommended

I implemented the solution from the following SuiteAnswer, but I’m seeing cases where the Amount Deposited is incorrect. It’s showing the full Sales Order amount even though no deposits have been applied. Do you have any idea what could be causing this issue?

https://suiteanswers.custhelp.com/app/answers/detail/a_id/94461/loc/en_US

Hello @User_6YI1X,

Hope you are well. ?

Upon further testing, we noted that the Vendor: Country on the Criteria is the one causing the issue. Joining a field having one-to-many or many-to-many relationship can lead to multiplication of results. Using joining fields on the Criteria is not usable in summarized search, or when you'll use Sum as Summary Type.

For workaround, you can remove the said Criteria filter or export the Saved Search in Excel and make summary report there. Thank you for your understanding on this one. ?‍♀️

Hi @TeresaC- 2025

• NetSuite calculates sales tax based on the Ship To address. If this specific order is shipping to a state, province, or country where your company does not have a registered Tax Nexus, NetSuite will default the tax to $0.
• Even if the customer is set to "Taxable", if the specific items on this Sales Order are marked as non-taxable, no tax will calculate.
• Check the individual line items have the wrong tax code applied