Customer Searches for Multi-Subsidiary Customers
When you create customer searches and customer saved searches, you can obtain results for all of the secondary subsidiaries assigned to the multi-subsidiary customer. On the Available Filters subtab, select Subsidiary Fields, and then choose the fields to include as filters. On the Results > Columns subtab, select Subsidiary Fields, and then choose the fields to display as columns in the results.
You can also create simple and saved searches for customer-subsidiary information. The new search type, Customer-Subsidiary Relationship, is based on a record type of the same name. The customer-subsidiary relationship record is not visible in the user interface, however, the fields on this record are available to search.
To create a simple search, go to Reports > New Search. For information about simple searches, see Defining a Simple Search.
To create a new saved search, go to Reports > Saved Searches > All Saved Searches > New. You can also go to Lists > Search > Saved Searches > New. For information about saved searches, see Saved Searches.
Before you publish a saved search to Webshop, you should validate the results by clicking any linked data content. The default Webshop user is not restricted from viewing subsidiary data, and may have access to unintended or irrelevant data. You must adjust user restrictions to limit data viewing.
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
- 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
- Transactions Available for Multi-Subsidiary Customers
- Assigning Subsidiaries to a Customer