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.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
SuiteWorld | October 25–28, 2026 | Las Vegas
Registration opens June 9. Be ready when passes drop. Get the green light now - Convince your boss
Registration opens June 9. Be ready when passes drop. Get the green light now - Convince your boss
Allocation Schedules
I am looking to set up an allocation schedule to use to push dollars into a custom segment. Specifically, I have a custom segment called Expense Group that has values of Underwriting, Claims, & Investments. For insurance statutory accounting, I need to be able to categorize all expenses into these buckets. I want the dollars to stay in their nominal accounts (i.e. Salaries, Benefits, Occupance) and I also want the dollars to stay within their given department (or other custom segments we have in use.) For example, if I have $50,000 of Salary in Accounting and
Tagged:
0