https://netsuiteprofessionals.com logo
Join Slack
Powered by
What's the Best Practice for merging Departments? ...
# accounting
s
What's the Best Practice for merging Departments? I have a group who wants to merge and maintain transaction history.
1. Open Periods 2. Change old department on Transactions 3. Deactivate or Delete old Department
OR
1. Leave old transactions as-is, and just deactivate old department so it can't be selected anymore...
Consolidating Departments: Would you just create a new Parent and move all others as children?
d
1. @suitedev we went with: Leave old transactions as-is, and just deactivate old department so it can't be selected anymore...(and we created a new department)
👍🏼 1
s
@dmaguire - How do reports look for you? I am curious about just deactivating them and then putting them under the new department, so historical reports don't look like my kid's bedroom floor...
k
I often add an additional department field... call it "current department" and join to it as a record join for doing consolidations. I do that with parent/child sometimes too
👍🏼 1
only issue with that is it requires changing all the reports to use my field instead of just department, but gives me ability to do merges/etc. or present a real consolidated picture
Sometimes it turns into multiple fields for various reasons (i.e. current merge/current top level department/current mid level department)
Depending on how complex the department structure is.
I never have folks editing historical transactions if it can be avoided
👍🏼 1
d
@suitedev we cut over with year end, so in 2019 it was department A , 2020 = Department B. Same with budgets, so it looks good. Editing historical was a no go for us too.
👍🏼 1
s
I went with moving the old departments under the new department, and then inactivating them. Will see how that goes!
Thanks!!
k
I can't ever get the rollups to work right right when I do that.
which is why I wind up with my custom field solution.
I.e. "show me department x" only incldes department x and not the children of department x
s
Is that in searches? Looks like it works 'properly' in financial reports, like 'expenses by department'
k
I don't remember. I could just be doing something wrong... for 4 years... haha
s
LOL!! haha!
k
It's easy enough to add an other record field and put what I want in it for each department so reports work the way I think they should, and it works...
👍🏼 1
I burn so much mental capital on real hard problems that sometimes I don't go back and reevaluate hackey things I had to do to solve problems and just reuse them....
s
totally get it..
The custom field on department is a good solution too..
k
Like I had a custom field earlier that wasn't letting me import via external ID when i set it as a customer list... assumed it was something about not being able to do it that way... had so much effort involved, and then someone went "why are you doing it that way" and explained it to them... but their field worked right and mine didn't.
I mean, I still do the parent/child thing. I just add the custom field so that I can filter the way I want.
👍🏼 1
s
May be time for a new computer.. I hear NetSuite Runs great on the MacBook Pro 16" 🙂
k
I'll take things I won't buy for $2000 please.
I can't think of a better way to frustrate myself than to use a mac where all the menus are different for the sake of being different
🤣 1
3 Views
Open in Slack
PreviousNext
Powered by