The long awaited Multi-Subsidiary Customer feature has finally arrived.
Net Suite enables users with the Import CSV File permission to import two new record types. The Customer-Subsidiary Relationship and Vendor-Subsidiary Relationship.
These record types enable users to add multiple subsidiaries to vendor and customer records, and update those records, as needed.
To use the Import Assistant to create multi-subsidiary vendors and customers, or update these entity records, go to Setup > Import/Export > Import Tasks > Import CSV Records.
Choose the Relationships import type, and then the Customer-Subsidiary Relationship or Vendor-Subsidiary Relationship record type. These records are not visible in the user interface. However, the fields on these records are available when you map your CSV file.
After you upload your file and choose import options, you can begin file and then field mapping, and finally import your file.
• Customization of the Subsidiaries Sub tab on Vendor and Customer Record
If you have permission to customize record types, NetSuite 2018.2 provides two new record types for customizing vendor and customer records. The new record types are Customer-Subsidiary Relationship, Vendor-Subsidiary Relationship. These records are not visible in the user interface. However, the fields on these records are available through the Other Record Fields page at Customization > Lists, Records, & Fields > Other Record Fields > New.
On the Other Record Fields page, select the Customer-Subsidiary Relationship or Vendor-Subsidiary Relationship record type. Define the fields to be added to the Subsidiaries sub tab. When the entity record is in Edit mode, you can modify the values in those fields.
The Custom Records and Custom Segments features must be enabled to customize the Subsidiaries sub tab on vendor and customer records. If the Multiple Currencies feature is also enabled, you can add currency-specific fields to the Subsidiaries sub tab.
• Search for Data on Entity-Subsidiary Relationship Records
provides two new search types specific to searching for entity-subsidiary information. These new search types are available for both simple searches and saved searches. The new search types are Customer-Subsidiary Relationship and Vendor-Subsidiary Relationship, and are based on record types of the same name. These records are not visible in the user interface. However, the fields on these records are available to search.