Filtering Custom Segments by Class, Department, Location, or Subsidiary
In some cases, you may want to create a filtering relationship between a custom segment and the Class, Department, Location, or Subsidiary field. In this case, you edit the custom segment and select one of these classifications in the Filtered by field.
As described in Filtering Custom Segments by Another Custom Segment, the classifications selected in the Filtered by field must be applied to all of the same record types as the segment that you're editing. However, in the standard NetSuite configuration, Class, Department, Location, and Subsidiary don't exist on certain record types. By using custom fields, you can customize the entry forms for these record types and make these classifications available. However, custom fields can't be used for filtering custom segments, so these custom fields aren't listed in the Filtered by field. Even if you name the fields Class, Department, Location, and Subsidiary, they aren't represented by the options listed in the custom segment’s Filtered by field.
For this reason, in some cases when you try to filter a segment by Class, Department, Location, or Subsidiary, the system displays a warning. You're prompted to let the system change either the Filtered by field or the record application of the segment you're editing. The following limitations exist:
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Class, Department, and Location can't be used for filtering on the record types listed on the following subtabs: CRM, Other Record Types, Custom Record Types, and Custom Segments.
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Subsidiary can't be used for filtering on the record types listed on the Custom Record Types or Custom Segments subtabs.