Book Image

NetSuite ERP for Administrators

By : Anthony Bickof
Book Image

NetSuite ERP for Administrators

By: Anthony Bickof

Overview of this book

NetSuite ERP is a complete, scalable cloud ERP solution targeted at fast-growing, mid-sized businesses and large enterprises. It's the smartly executed combination of financial management operations and built-in business intelligence, which enables companies to make data-driven and well-informed decisions. This book will help administrators become expert enough to be seen as the NetSuite leader at their company and to be able to advise department heads on specific processes, and strategic decisions. We start with an overview of ERP and NetSuite ERP, before going on to explain the built-in features to show the breadth of NetSuite ERP's product and its ease of use. We then discuss business aspects, focusing on the most important processes in NetSuite. Then you'll understand the implementation aspects that are generic enough to cover all the features. The focus then shifts to specific skills that you will need to administer for any system, such as roles, permissions, customization, and data imports. Moving on, you'll learn how to centralize the creation of search templates and give users the tools to pivot the data and expose it to the user in useful ways, such as on the dashboard. The book ends with checklists providing actionable steps that you as an administrator can take to do your job and support the application through new releases and troubleshooting problems.
Table of Contents (21 chapters)
Title Page
Copyright and Credits
Packt Upsell

List records

The subsidiary is set on the list record, and is sourced into transactions using that list record.


A customer is, by default, associated with a specific subsidiary when it is created, and all the transactions with this customer will inherit the customer's subsidiary. A customer can only be associated with one subsidiary. In the event that the same customer does business with multiple subsidiaries, duplicate customer records will be set up, one for each subsidiary.

The 2018.1 release introduced the multi-subsidiary customer feature, which enables us to share customers (and sub-customers, for that matter) between subsidiaries. A primary subsidiary is set up on the customer record, as well as any additional subsidiaries that are deemed necessary. The primary subsidiary that is selected on the customer record is selected as the default subsidiary on transactions; however, this can be changed when the transaction is created:

Multi-subsidiary customer


Vendor records are...