Classification Handling on Standard Transactions
Setting department, class, and location classifications on custom lines for standard transactions depends on the plug-in implementation behavior and the accounting preferences.
For example, if classifications are required, all custom lines inherit header classifications. Otherwise, if classifications can be set at the line level, the plug-in implementation can set the classifications. If the plug-in implementation does not set classifications, the classifications from the transaction header are applied to any custom line.
These rules only apply for standard transactions. Custom transactions use the preferences set on the custom transaction definition. See Classification Handling on Custom Transactions.
For standard transactions, setting classifications on custom lines by NetSuite and the plug-in implementation depends on the following accounting preferences:
-
Mandatory classifications and per-line classification preferences. You can set preferences that make the department, class, and location classification required on transactions or set preferences that allow classifications to be set at the line-level. See General Accounting Preferences and Using Per-Line Classifications.
-
Level at which classifications display of transaction forms. If you have enabled preferences to use per-line classes, departments, or locations, you can also customize transaction forms to identify and show the classification at both the header and line level at the same time. See Customizing Forms for Per-Line and Header Classifications.
The following table describes how the department, class, and location classification handling depends on the accounting preferences:
|
Show Classification Level |
Allow Classifications at Line- Level |
Plug-in Implementation Sets Classification |
Result on Custom Line |
|---|---|---|---|
|
Header |
No |
Yes |
Use classification from transaction header.* |
|
Header |
No |
No |
Use classification from transaction header. |
|
Header |
Yes |
Yes |
Use classification set by plug-in implementation. |
|
Header |
Yes |
No |
Use classification from transaction header. |
|
Line |
Yes |
Yes |
Use classification set by plug-in implementation. |
|
Line |
Yes |
No |
No classification. |
|
None |
No |
Yes |
No classification. |
|
None |
No |
No |
No classification. |
|
None |
Yes |
Yes |
Use classification set by plug-in implementation. |
|
None |
Yes |
No |
No classification. |
|
* NetSuite overrides the plug-in implementation classification setting. |
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Guidelines for Classifications Handling
Use the following guidelines when working with classifications for standard transactions and a Custom GL Lines plug-in implementation:
-
The above classification handling only applies to custom lines. Standard lines use the value as determined by the accounting preferences and the values entered on the transaction form.
-
If you enable the preference to make a classification required and use a form customized to display a classification at both the header and line level, the classification is required at both the header and line level.