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New to NetSuite | Removing Subsidiary Assignments from a Customer Record
In previous article, we discussed how a customer can be associated with multiple subsidiaries based on business requirements. We demonstrated how to assign additional subsidiaries to a customer record beyond its parent entity.
However, there are situations where companies may need to disassociate or unlink a customer from a subsidiary they were previously connected to. This can occur due to organizational restructuring, customer relocation, changes in business strategy, or the consolidation of customer records under a different entity.
In this article, we will walk you through the steps to disassociate a subsidiary from a customer record.
Steps to Remove a Subsidiary from a Customer Record:
Niña Camille Paule | Advanced Accounting and Reporting
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