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Customer names with Parent company names
Hello - we implemented NetSuite this year. We set up our customers with Parent Companies. In reports and in the CRM, the Parent Company name appears after the customer number and ahead of the company name in the name display string. We have found a workaround for reports by creating a custom name field, however, that field…
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Removing Colon in Customer ID
Hello— I learned recently that if you set a Parent Company when creating a new customer, NetSuite will use the parent's Customer ID and append a colon and a number for the child's Customer ID, like below: In this case, MMC2 is the second child of the parent, so it got a :2 added to its Customer ID. We don't like how this…
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Parent-Child for Multiple Select Field Type
Hello everyone, I have created a custom segment called Fixed Asset in NetSuite. I created custom records for Fixed Assets Levels, and then I added them as fields in the fixed asset custom segment, I called the levels FA Level 1 up to FA Level 6. Each level has a list of specs for the fixed assets, and each spec has a…
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Expense account inherit its parent account's 1099-MISC Category
Is there an automated way to have an expense account inherit its parent account's 1099-MISC category? Currently we have been manually changing each expense account's category, but it seems like there should be a way to automatically have them match their parent account's. Thanks!
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Parent - Child records in Opportunities
Dear Community Firstly please excuse the very basic way I am explaining this issue, I am not so familiar with NS or its functionalities. Essentially we are trying to simply create sub opportunities under one main opportunity. For example a project/program which a customer has which has given rise to multiple opportunities…
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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…
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Automating Separate Email Notifications for Sub-Customer Invoices to Parent Customers
I need to send auto emails containing last month's invoice lists for each sub-customer to their respective parent customers separately. While I know we can send all sub-customers' last month invoices to the parent customer or a specific email in a single email through saved search email. Here I want to send separate emails…
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Customer/Name/ID format for child companies
I have certain customers with Parent companies in Customer records. I see Name/ID presented in one of the two formats below. It is not based on a View. In the same view, I see child companies of one parent listed in different ways. Is there any way to edit so child companies are always displayed with the same format?…
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What are the effects of updating Subcustomer ID format? Is there any other way to show the parent?
Some of our users want to see the entity records in Parent Customer : Customer format rather than the current CUSTID - Customer format. This is for the big header on the customer page. I asked NS support about this, and they indicated that I need to go to Set Up Auto-Generated Numbers > check "WITHIN PARENT GROUP" box next…
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How to have Parent-Child Relationship for Vendors (payment consolidation)?
Hello, I would like your advice for establishing a parent-child relationship between vendors in NetSuite. My objective is to consolidate bills from subsidiary vendors under a single parent vendor for payment processing. For instance, let's say we have a parent vendor named ABC, with two subsidiary vendors: Child A and…