Transactions Available for Multi-Subsidiary Customers
Refer to the following table to learn how you can use the Multi-Subsidiary Customer feature with core transactions.
Task |
What You Can Do |
Help Topic Links |
Amortization |
Supports Multi-Subsidiary Customer |
|
Automated Intercompany Management |
Manage intercompany transactions and automatically generate elimination journal entries |
|
Cash Refund |
Select any subsidiary assigned to the customer record The account is selectable and dependent on the currency The subsidiary cannot be changed after the transaction is saved If the refund is created from the Cash Sale, the subsidiary selection remains the same through the transaction workflow |
|
Cash Sale |
Select any subsidiary assigned to the customer record Confirm the prompt to change Nexus, if required The subsidiary cannot be changed after the transaction is saved |
|
Checks |
Change the subsidiary from the primary subsidiary to a secondary subsidiary Confirm the prompt to change the bank account, if required |
|
Commission (Employee) |
To associate a sales transaction with a multi-subsidiary customer, create a commission schedule for each subsidiary at Lists > Commissions > Employee Schedules > New Include the commission schedule in the commission plan assigned to the employee |
|
Commission (Partner) |
Partner has been configured in NetSuite to receive commission Commission plan with a commission schedule is assigned to the partner Sales transactions relevant to the commission plan and commission schedule connect to the partner through the Entity field (header of the sales transaction record) |
Creating a Partner Commission Plan |
Company Credit Card |
Select any subsidiary assigned to the selected entity in the Vendor field Confirm the prompt to change Nexus, if required |
|
Credit Card Refund |
Select any subsidiary assigned to the customer record The subsidiary cannot be changed after the transaction is saved |
|
Custom Transaction |
Custom Transactions is enabled at Setup > Company > Enable Features > SuiteCloud in the SuiteGL section Custom transactions have been configured at Customization > Lists, Records & Field > Transaction Types > New Configure transaction type to include subsidiary and entity On the custom transaction, associate the entity with the selected subsidiary |
|
Customer Charge (Statement Charge) |
Select any subsidiary assigned to the customer record The subsidiary cannot be changed after the transaction is saved |
|
Customer Credit Memo |
Select any subsidiary assigned to the customer record Confirm the prompt to change Nexus, if required The subsidiary cannot be changed after the transaction is saved |
|
Customer Deposit |
Select any subsidiary assigned to the customer record The subsidiary cannot be changed after the transaction is saved |
|
Customer Payment |
Select any subsidiary assigned to the customer record The subsidiary cannot be changed after the transaction is saved |
|
|
|
|
Customer Refund |
Select any subsidiary assigned to the customer record The account is selectable and dependent on the currency The A/R account is associated with the selected subsidiary The subsidiary cannot be changed after the transaction is saved |
|
Deposits |
For Other Deposits, choose from all of the customers assigned to the subsidiary associated with the selected bank account |
|
Estimate |
Select any subsidiary assigned to the customer record The subsidiary cannot be changed after the transaction is saved |
|
Expense Report |
At the Expenses line level, select any customer assigned to the subsidiary associated with the selected employee |
|
Fulfillment Request |
The subsidiary is derived from the Sales Order |
|
Gift Certificate |
Click the New Gift Certificates button at Lists > Accounting > Gift Certificates |
|
Invoice |
Select any subsidiary assigned to the customer record The subsidiary cannot be changed after the transaction is saved If the Invoice was generated from a Sales Order, the subsidiary cannot be changed |
|
Item Fulfillment |
The subsidiary is specified on the Sales Order and cannot be changed |
|
Journal Entries |
Make general, statistical, intercompany, book-specific general, and book-specific intercompany journal entries for any of the customers to which a selected subsidiary is assigned |
Making Statistical Journal Entries Making Intercompany Journal Entries |
Opportunity |
Select any subsidiary assigned to the customer record The subsidiary cannot be changed after the transaction is saved |
|
Purchase Orders and Intercompany Purchase Orders |
Select any subsidiary assigned to the selected entity in the Vendor field At the Items line level, select any customer assigned to the subsidiary associated with the selected entity |
|
Reconciliation |
New Charges on bank statements:
New Deposits on bank statements:
New Charges on credit card statements:
New Credits on credit card statements:
|
|
Requisitions |
Select the subsidiary associated with the requisition At the Items line level, select any customer assigned to the selected subsidiary |
|
Return Authorization |
Select any subsidiary assigned to the customer record The subsidiary cannot be changed after the transactions is saved
Note:
Return Authorizations can also be created from the Sales Order or Invoice. In these two cases, the subsidiary value is copied from the transaction that created the Return Authorization. |
|
Revenue Arrangement |
The revenue arrangement is listed on the transaction’s Related Records subtab Revenue arrangements are created for the following types of transactions after the transaction is approved:
|
Revenue Arrangement Management Entering a Standalone Return Authorization |
Revenue Commitment and Revenue Commitment Reversal |
Supports Multi-Subsidiary Customer |
Using the Generate Revenue Commitment Page Using the Generate Revenue Commitment Reversals Page |
Revenue Recognition |
Supports Multi-Subsidiary Customer |
|
Sales Order |
Select any subsidiary assigned to the customer record Confirm the prompt to change Nexus, if required The subsidiary cannot be changed after the transaction is saved |
|
Sales Order Revenue Forecasting |
Supports Multi-Subsidiary Customer |
|
Vendor Bills |
Select any subsidiary associated with a Vendor Bill At the Items line level, select any customer assigned to the selected subsidiary |
|
Vendor Credit |
Select the vendor who should receive the credit Change the subsidiary associated with the credit At the Items line level, select any customer assigned to the selected subsidiary |
|
Vendor Return Authorization |
Select the vendor who should receive the return authorization Change the subsidiary where the vendor return is authorized At the Items line level, select any customer assigned to the selected subsidiary |
|
VSOE |
Supports Multi-Subsidiary Customer |
|
Work Order |
Select the customer and any assigned subsidiary associated with the work order |
Additional Information
Related Topics
- Multi-Subsidiary Customer Feature Limitations
- Best Practices for Using the Multi-Subsidiary Customer Feature
- Enable the Multi-Subsidiary Customer Feature
- Customer Balances for Assigned Subsidiaries
- Customer Searches for Multi-Subsidiary Customers
- Mass Create and Update Multi-Subsidiary Customers
- Customization of the Subsidiaries Subtab on the Customer Record
- Multi-Subsidiary Customer Support for Automated Intercompany Management
- Multi-Subsidiary Customer Vendor Entities
- Multi-Subsidiary Customer Hierarchy
- Assigning Subsidiaries to a Customer