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Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
NSC|How to create an Account Dataset to check for available accounts for a particular subsidiary?
Scenario
User wants to create an account dataset in NetSuite for a specific subsidiary within their multinational company to review the available accounts for a particular subsidiary. This dataset will help in accurately tracking their accounts. This dataset will provide a detailed overview of the subsidiary's financial accounts, including assets, liabilities, equity, income, and expenses.
Solution
1.) Click on Analytics
2.) Go to Datasets > New Dataset
3.) Select Account
4.) In Record list section, select Subsidiaries > Name drag it to Criteria
5.) Select a Subsidiary
6.) Using the same steps, you can also drag it in the Data Grid
7.) Rename and Save Dataset
This will display the accounts shared and exclusive for that subsidiary
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