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Creating a classification (i.e. Region) for reporting, and automatically default it from Department.

edited May 2, 2022 7:47PM in SuiteCloud / Customization 2 comments

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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