Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Reporting-only Parent for Customer Record
Good afternoon, The company is exploring are a major overhaul of our current Customer record structure.
Customer Concept is to have a brand new Customer record created, active, but not Finance, Order Entry, and Sales workflow approved (these are custom checkboxes) to essentially act as a Reporting-only Parent.
Thus, all existing Parent customer records and any associated child records will be flattened. Would like to ensure that there is some type of mechanism of control over this ERP Reporting Parent to allow for all transactional reporting natively in NS UI (as it cannot also be marked as inactive for Data Warehouse reasons), but prevented from having posting transactions tied to the ERP Reporting Parent record.
0