Tip 14 – Show sub customer’s Transactions on Parent Customer’s record as sublist

Hi Friends,

Coming back again with a new simple tip, that will help you, as this is very common requirement, that every Netsuite account owner needs.

Requirement was like: As a Netsuite user, I should see all Sales Order created by all the sub customers on parent customer as a sublist.

As per Netsuite’s standard functionality, customer record shows all the transacts created by that customer only.

Solutions:

Fortunately the requirement is achieved by Saved Search. How??? Check below steps…

Step 1: Create a Saved Search on Customer record

A)Set Criteria:

1.Type: is Sales Order

2.Main Line: is True

cost-center3

B)Set Results:

Add fields as shown below figure:

cost-center1

C)Set Available Filters:

Add Field Parent:Internal ID in Available Filter section as shown below.

cost-center2

Now Save the Saved Search.

Step 2:

1.Go To Customization -> Forms -> Sublists as below.

cost-center5.png

Now click Entity Tab and select the saved search that you have created just now. Add the tab on which you want to show and select Customer checkbox as shown below.

cost-center6.png

Now add and save.

Now Go to the Customer record -> Sales -> Cost Center Transactions and see the results.

cost-center4.png

 

I hope this will help you guys and this is specially for someone who is very new to Netsuite.

 

Thanks,

Asha

 

 

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