Morning peeps! I’m trying to automate the sending of customer statements. The workflow is sending the statements, but one little hitch. If a customer has two subsidiaries, it sends one statement from the primary subsidiary, but sometimes the balance is on the secondary subsidiary. So a few statements were at zero. How do i resolve this?

NetSuite natively only provides a multi-currency statement not a multi-subsidiary statement. So if all your subsidiaries have a different currency then it could work to use this multi currency statement PDF template as the default.

Yeha. On that first note, they are only one currency, so I will have to use the saved search route. We have different banks for direct payments depending on the subsidiary, so wouldn’t I need to create two searches for each subsidiary on the invoices with separate payemnt instruction to the appropriate bank?

I'm not sure exactly what you mean. Do you mean the payment instructions on the bottom of the Statement to pay the open balances? ...so if the Invoice is from Subsidiary A then display Bank Info A and if Invoice is Subsidiary B then display Bank Info B?

Yeah. That’s it. But since it is pretty simplistic with a saved search email, then I might need separate searches for each subsidiary with the bank instructions.