Missing or incomplete data can adversely impact sales and financial reporting. With the release of 2018.1, NetSuite has added a feature to assist customers that forces users to maintain complete data. Here’s how to create NetSuite mandatory sublists, thanks to this latest update.
NetSuite stores certain data as a sublist (or child record) of an entity or transaction. For example, financial transactions are shown as a sublist under a customer or vendor.
NetSuite Administrators will now be able to access and configure sublists separately from standard form fields. In prior versions, users accessed column fields under the Fields tab. In 2018.1, sublists have moved to their own Subtab.
A popular use case for the mandatory sublist feature would be to force users to add an address on a customer record prior to saving. This setting is a new checkbox titled “Never Empty.” Checking this box will force the user to enter sublist record before they can save the record.
A second use case would be to force the entry of a Sales Team when a customer is first setup. This ensures that orders that are immediately entered for the customer will always have a sales team associated with it.
Without using this checkbox, orders could be processed without a proper sales team, and therefore, commission calculations could be incorrect.
Keeping your system data clean can be a daunting task, but with new releases from NetSuite, it is becoming more manageable to accomplish. If you would like to learn more information about the 2018.1 release or anything about NetSuite, please contact us at any time! You can also learn about more great tips for NetSuite on our YouTube playlist or our other blog posts.
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