Have you ever come across a situation in your NetSuite where a complex subsidiary structure necessitates assigning certain users to specific subsidiaries while excluding others. Although seemingly straightforward, managing this can be a bit more intricate due to the limitation within the employee/user record, which only permits the selection of a Primary Subsidiary. This grants access solely to that subsidiary and any child subsidiaries linked to the chosen parent. If you need to grant access to multiple subsidiaries without a hierarchical relationship, the following steps will help you out!

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We understand that some companies have a segmentation setup that requires dependencies.  For example, you might want to select a department on a transaction, and based on the department chosen, a specific group of classes from a list to follow.  

Natively, making native dependencies between segmentations/classifications (Department, Class, Location) is not directly supported. However, to achieve this scenario, you may create Custom Segment(s) and make them dependent by following the steps below: 

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In continuation of the Advanced PDF Amount Due, let's take a look adding Amount Paid on your Invoice PDF as well. 

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NetSuite standard invoice PDF configuration does not show the amount due when printing out an Invoice which can be a hinderance to a client that often has partially paid invoices. To resolve this, you will have to work in the Advanced PDF Source Code.

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Saved Searches are a powerful tool within NetSuite, allowing you to create custom reports by combining various records. But what if the native or custom field names don't exactly scream clarity for reporting purposes? That's where the Custom Label field comes in.

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Streamlining customer communication is key to building lasting relationships, and NetSuite's Customer Preference settings empower you to do just that. Let's explore how to preset delivery methods for transactions, ensuring your customers receive information in their preferred format.

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In NetSuite, effective Support Case Management plays a pivotal role in addressing and resolving customer inquiries, issues, or assistance requests. The system empowers users to create support cases manually or automate the process through channels like email, web forms, or integrated customer service platforms. Key details such as description, priority, status, and contact information can be entered during case creation.

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Ever dreamt of your marketing team effortlessly putting together personalized emails on the fly, your field service technicians always having the right tools at their fingertips, and your financial reports narrating a success story that's as clear as day? It might seem like a bit of a stretch, but with NetSuite, it's not some distant fantasy – it's your new reality.

As your trusted NetSuite partner, Concentrus wants to be your guide through this exciting journey. Buckle up as we explore five key areas where NetSuite 2024 updates shine:

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Effective marketing campaigns play a pivotal role in enabling businesses to connect with their target audience and facilitate sustainable growth. NetSuite, with its robust set of features and tools, offers an efficient solution for the seamless setup and management of marketing campaigns.

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Roles play a pivotal role in NetSuite, facilitating the delegation of precise permissions and restrictions to individual users. Establishing a comprehensive role assignment system in your NetSuite environment ensures that users within your organization receive appropriate access and views. However, there are instances where creating separate roles for minor permission adjustments might seem excessive, or when temporary access to specific features needs to be granted to a particular user.

Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Netsuite ERP, New User, Users, User Access, Roles, NetSuite Features