Hi there I was wanting to confirm: * For the custom close manager tasks, is there a way to create this in bulk? Some tasks are not one off and are recurring every month. It seems impractical if they have to be created in the UI manually * Related to this, for the custom close manager tasks, is there a way to assign this to a role or to an employee rather than just a group? thanks

Hi @Vernita Bulk / recurring creation Currently, no native Close Manager template, recurrence, multi-subsidiary selection, CSV import type, or supported SuiteScript record API is documented for custom Close Manager Tasks. Each custom task is one record for one accounting period and one subsidiary. The documented creation method is the UI, and OneWorld requires selecting a single subsidiary. Assignee The Close Manager Task Assigned To selector is team/group-based. It does not provide a NetSuite role assignment and is not a dependable employee picker. Though, I was able to replicate what Jebin tested that employee can be assigned after saving the task record first.

nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Oracle Communities

Child Item

Ask A Guru

Child Item

Close Manager Tasks

Vernita

Hi there

I was wanting to confirm:

For the custom close manager tasks, is there a way to create this in bulk? Some tasks are not one off and are recurring every month. It seems impractical if they have to be created in the UI manually
Related to this, for the custom close manager tasks, is there a way to assign this to a role or to an employee rather than just a group?

thanks

Find more posts tagged with

Intelligent Close Manager

Component react.asset.answerThread had an error.

You are not allowed to view comments.

Child Item

Upcoming Events

SuiteWorld | October 25–28, 2026 | Las Vegas
Big ideas. No travel required. SuiteWorld On Air brings the best of SuiteWorld directly to you. Stream keynotes live, access exclusive virtual content, and connect with the NetSuite community from wherever you are. Explore what's next for NetSuite, see AI innovation in action, and discover practical insights designed to…
Learning Lab | DC
Drive better outcomes with AI built into NetSuite Next Capital Hilton,1001 16th St NW, Washington, DC 20036 Join NetSuite experts for a free half-day event where you'll get a tour of NetSuite Next, explore AI-powered capabilities built into the platform, and learn practical ways to optimize NetSuite for your business. At…
Inside the Suite | DC
Take NetSuite Next for a hands-on test drive Capital Hilton, 1001 16th St NW, Washington, DC 20036 What to expect: Inside the Suite is designed for companies exploring modern ERP solutions. This event gives you the opportunity to experience NetSuite Next - the next evolution of NetSuite that brings AI directly into how…
What's Next for Product Companies with NetSuite
WEBINAR What's Next for Product Companies with NetSuite See how NetSuite Next uses AI to improve accuracy and protect margins Ask. Understand. Act. Use Ask Oracle to search, navigate, analyze business data, surface insights, get guidance, and take action using natural language—all through a single conversational…

More events