Set Subsidiaries on Online Forms in OneWorld

With NetSuite OneWorld, online forms include the Subsidiary field.

NetSuite always considers the Subsidiary field when determining if the records created by a form is a duplicate. You cannot clear the box in the Search column for this field. This field is also hidden by default.

If a customer fills out an online form and the information matches a customer record for another subsidiary, NetSuite creates a new record. A customer is considered a duplicate if there is a customer record with the same subsidiary as the one selected on the online form.

You can set the subsidiary on an online form in the following ways. If you use more than one method, subsidiary selection follows the order of precedence below:

If you use online customer forms to create contact records, NetSuite assigns the contact the subsidiary associated with the customer record.

Related Topics

Consolidated Quotas and Forecasts in OneWorld
Employee and Partner Commission in OneWorld
OneWorld CRM

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