Joe NetSuite
04/09/2025, 3:16 PMCeligo AI
04/09/2025, 3:17 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems that merging a native account into a custom GL account in NetSuite is not straightforward and may not be advisable due to the functionalities/settings associated with the native account. However, if you still want to proceed, you can only do it going forward, meaning all future transactions will be posting to your new account, but transactions “in progress” will remain on your native account. Here are the steps you might follow: 1. Create a new custom GL account where you want to merge the native account. 2. Set this new account as the default for future transactions. The exact location of this setting can vary depending on the type of account and your NetSuite setup. It's usually found under the respective module's preferences or settings. 3. Be aware that there are functionalities/settings associated with the native account that you will have to rebuild in the new account. This could include reporting settings, tax settings, etc. 4. Test all possible transactions in a sandbox environment to see which native accounts did not participate; then you can disable those. Please note that this is a complex process and can have significant impacts on your accounting and reporting. It's recommended to consult with a NetSuite professional or conduct thorough testing before proceeding. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
04/09/2025, 3:17 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.800304294
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.798751593
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.790439963
Celigo AI
04/09/2025, 3:17 PM