NetSuite 2020.2: Copy to Account Feature

Reading Time: 2 minutes

Share:

Share on facebook
Share on twitter
Share on linkedin

An interesting feature that came out of the NetSuite 2020.2 Release was the “Copy to Account” feature. This is an administrator feature that was previously only available as a beta feature. These details were pulled from the 2020.2 Release notes, but since it was released from beta, it needs to be at the top of every developer’s mind!

The Copy to Account feature allows NetSuite administrators to easily copy a custom object from one NetSuite account directly to another without the need for Suite Bundler—you can also copy an object between your own accounts.

From the NetSuite application, you can select a target account, choose dependencies, select to include record instances, and then preview and deploy the custom record. The copy to account tool allows for one custom object to be copied at a time.

Copy to account is available from production, development, and sandbox accounts.

NetSuite Accounts that can copy to account

You can launch the Copy to Account by The Copy to Account tool goes through four steps: Account, Dependencies, Preview, Deploy.

NetSuite Copy to Account tool

Before you use the Copy to Account Feature you want to make sure the accounts you copy to and from meet the following requirements:

  • SDF enabled
  • Copy to account enabled
  • Matching NetSuite Account versions
  • Admin role access

To enable this feature in your account:

  • Log In to NetSuite with an administrator role.
  • Go to Setup > Company > Enable Features
  • On the SuiteCloud tab, in the SuiteCloud development Framework section, enable Copy to Account.
  • If you have not already enabled the SGD Feature, you will be prompted to enable it for Copy to Account to be used.

From <https://nlcorp.app.netsuite.com/app/help/helpcenter.nl?fid=section_1543940754.html>

This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

SIGN-UP FOR INSIGHTS

Upcoming Events

Latest Insights

About The Author