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	Expense Amortization
Automated Intercompany Management	Manage intercompany transactions and automatically generate elimination journal entries	Automated Intercompany Management
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	Refunding a Cash Sale
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	Entering a Cash Sale
Checks	Change the subsidiary from the primary subsidiary to a secondary subsidiary Confirm the prompt to change the bank account, if required	Writing Checks
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	Creating an Employee Commission Schedule Creating an Employee Commission Plan
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 Assigning Partners to a Commission Plan Partner Commission Schedules
Company Credit Card	Select any subsidiary assigned to the selected entity in the Vendor field Confirm the prompt to change Nexus, if required	Entering Company Credit Card Charges
Credit Card Refund	Select any subsidiary assigned to the customer record The subsidiary cannot be changed after the transaction is saved	Refunding an Open Balance
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	Custom Transactions
Customer Charge (Statement Charge)	Select any subsidiary assigned to the customer record The subsidiary cannot be changed after the transaction is saved	Statement Charges
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	Issuing a Customer Credit Memo
Customer Deposit	Select any subsidiary assigned to the customer record The subsidiary cannot be changed after the transaction is saved	Recording a Customer Deposit
Customer Payment	Select any subsidiary assigned to the customer record The subsidiary cannot be changed after the transaction is saved	Applying a Payment on the Customer Payment Page
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	Refunding an Open Balance
Deposits	For Other Deposits, choose from all of the customers assigned to the subsidiary associated with the selected bank account	Making Deposits
Estimate	Select any subsidiary assigned to the customer record The subsidiary cannot be changed after the transaction is saved	Preparing an Estimate
Expense Report	At the Expenses line level, select any customer assigned to the subsidiary associated with the selected employee	Enter an Expense Report
Fulfillment Request	The subsidiary is derived from the Sales Order	Creating Fulfillment Requests
Gift Certificate	Click the New Gift Certificates button at Lists > Accounting > Gift Certificates	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	Creating an Invoice
Item Fulfillment	The subsidiary is specified on the Sales Order and cannot be changed	Fulfilling Orders
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 Journal Entries Making Statistical Journal Entries Making Intercompany Journal Entries Making Advanced Intercompany Journal Entries Journal Entries in Multi-Book Accounting
Opportunity	Select any subsidiary assigned to the customer record The subsidiary cannot be changed after the transaction is saved	Creating an Opportunity Record
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	Entering a Purchase Order
Reconciliation	New Charges on bank statements: Selecting a shared customer payee lets you enter line items for the customer’s open transactions and the open transactions belonging to the selected subsidiary New Deposits on bank statements: Selecting a shared customer payor enables you to enter deposits for the customer and the selected subsidiary New Charges on credit card statements: Selecting a shared customer payor enables you to enter charges for the customer and the selected subsidiary New Credits on credit card statements: Selecting a shared customer payee enables you to enter credits for the customer and the selected subsidiary	Reconciling Bank Statements Reconciling Credit Card Statements
Requisitions	Select the subsidiary associated with the requisition At the Items line level, select any customer assigned to the selected subsidiary	Entering a Requisition
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.	Entering a Standalone Return Authorization Entering a Linked 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: Sales Orders Invoices Cash Sales Cash Refunds Return Authorizations Credit Memos	Revenue Arrangement Management Creating Sales Orders Creating an Invoice Entering a Cash Sale Refunding a Cash Sale Entering a Standalone Return Authorization Entering a Linked Return Authorization Issuing a Customer Credit Memo
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	Using Revenue Recognition
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	Creating Sales Orders Drop Shipment from Sales Order - An approved sales order that contains a drop shipment item automatically generates a purchase order for the item. Vendor ships item to the selected customer. Selling a Drop Ship Item Drop Shipment Intercompany Sales Order - Warehouse subsidiary generates an intercompany sales order at Transactions > Sales > Manage Intercompany Sales Orders (Administrator). Warehouse subsidiary fulfills the order and sends the item to the customer. Intercompany Inventory Drop Ship Intercompany Sales Order (Transactions > Sales > Manage Intercompany Sales Orders) - Create an intercompany purchase order. Select a customer and a currency to display the unlinked intercompany purchase order that can be paired with the sales order for this customer. Select any subsidiary assigned to the customer record. Manage Intercompany Orders Special Order Purchase - An approved sales order that contains a special order item automatically generates a purchase order for the item. The sales order is fulfilled only when the special order item is received by the vendor. The vendor then ships the item to the customer. Drop Shipment and Special Order Purchases Store Pickup – Store Pickup enables you to create Store Pickup Fulfillment transactions from an existing sales order. Store Pickup Fulfillment transactions permit customers to pick up their orders from a retail location later, or on a different date. When Store Pickup Fulfillment transactions exist, the navigation path is Transaction > Sales > Manage Store Pickup. On the Store Pickup Fulfillment transaction, the subsidiary defaults to the subsidiary selected on the sales order. Important: The Store Pickup feature requires Advanced Order Management. Store Pickup
Sales Order Revenue Forecasting	Supports Multi-Subsidiary Customer	Using Sales Order Revenue Forecasting
Vendor Bills	Select any subsidiary associated with a Vendor Bill At the Items line level, select any customer assigned to the selected subsidiary	Vendor Bills
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	Entering a Vendor Credit Manually
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	Creating a Vendor Return Authorization
VSOE	Supports Multi-Subsidiary Customer	Using the VSOE Feature
Work Order	Select the customer and any assigned subsidiary associated with the work order	Entering an Individual Work Order

Additional Information

Customers

Merging Customer Records

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

General Notices