We have an employee who needs to be able to not only view, but also select Items and add them to a Transaction, when those Items are outside of his Subsidiary and belong to another Subsidiary. Giving his Roles "Cross-Subsidiary Viewing" does not seem to provide this, as he still cannot add cross-subsidiary Items to a Transaction. What's best practice for this situation? Does he need to just be in that other Subsidiary, or is there a configuration where he can be outside that Subsidiary, but still choose Items that are in it?

Is the item restricted by subsidiary? Or available to all subsidiaries?

Ah! Didn't see your reply there until just now. I don't see anywhere I can restrict an Item to a Subsidiary, but I see that Items can have one or more Subsidiaries selected, and the Subsidiary field on the Items has a Field Help that says,

Select one or multiple subsidiaries.
To select multiple subsidiaries, press and hold the Ctrl key while selecting each subsidiary.
A subsidiary must be associated with an item in order for the item to be added to a transaction related to that Subsidiary.

For example, you can enter a sales order and select the Wolfe US subsidiary on the transaction. When you select an item to add to the sales order, only items associated with Wolfe US can be added to the sales order.

Yes, thats correct. The item is simply not available to that subsidiary.

I don't want to have to associate all the items with all of the subsidiaries to enable this functionality for him though. I wonder if it will let me keep items from one subsidiary after I switch the transaction to another subsidiary...

I think you can't remove a subsidiary from an item after the item was added to a transaction for the given subsidiary.

They're trying to "cross-sell", so I need to find out how that can work in NetSuite. Looks like the approach they're attempting is not the right way though.

Not ideal, but an employee can have two NetSuite entities, same email, different subsidiary. You can assign a different role to each, adding additional restrictions on the employee role.

I see more clearly what they're trying to do now. They want to add an item from a subsidiary outside the subsidiary hierarchy of the transaction it's being added to. I can't do that even with the Admin role. Is it just an impossible ask?

The item has subsidiaries available, as defined in the item record. They can be individually selected subsidiaries or a parent subsidiary with the option "include children". But in the end, if the subsidiary is not included in the item record, then you can't add it in a transaction for that sub. The task is contradictory. They want to include the item in a transaction for subsidiary X, but they don't want to enable subsidiary X in the item record.