Angela Bayliss · Senior Solution Architect · SuiteMaster

Hi BN, Note that you won't be able to share Bank/Credit card accounts in the COA and locations. Both of these are subsidiary specific. Otherwise, you should be successful. Glad I could help!

You are directly contradicting yourself. Forms are metadata. In your first sentence: Chelsea is correct, the Custom Form field cannot be directly added as a column in a saved search in NetSuite. This…

BN, The existing transactions will not change in any way. All reconciliations will stay the same, all transactions and closed periods will still apply. I think you may be mistaking moving the hierarc…

The simple way to update a vendor form is to run an import, and set the form you want to use as the import form. Run an update - don't actually change anything, and when the import is finished, all v…

When you add the new subsidiary, you can update the accounts within your COA via CSV - I would recommend that you update the accounts to be 'Parent Subsidiary' with 'Include Children' checked. This w…