Hi everyone, has anyone successfully built a custom P&L in NetSuite that groups sections by Account-level custom fields and Custom Segments? This seems to be a limitation from Netsuite. Does this require a workaround like a custom SuiteAnalytics Workbook, or is there a way to force these groupings into a standard Financial Layout? Thanks

AI generated answer (using internal Slack threads):

Based on the conversations, it appears that grouping sections by Account-level custom fields and Custom Segments in a custom P&L in NetSuite is indeed a limitation. The financial report layout does not surface custom fields or segments from the account record as filters. However, there are a few workarounds you can consider: 1. You can include these custom fields and segments in saved searches or SuiteAnalytics Workbooks. These tools allow for more flexibility in terms of data manipulation and presentation. 2. Another option is to use a custom GL plugin for tagging or saved search joins. 3. Some users have also mentioned using external tools like Solution 7 or Oracle PBCS to overcome this limitation. Please note that there is an Enhancement Request logged for this feature (Enhancement # 432394) and it might be available in a future release of NetSuite. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******

@Marc This is a limitation of standard NetSuite Financial Layouts since grouping can’t be driven by account-level custom fields. One workaround is to use a custom SuiteScript solution — typically a SuiteAnalytics Dataset or Transaction search pulled via a Suitelet/Map-Reduce script that reads the account custom field values, dynamically groups the results, and renders a custom P&L layout (HTML/PDF). The script can map accounts to reporting groups using the custom field and calculate section totals programmatically, effectively acting as a custom reporting plugin outside the native financial report engine.

@John thank you John !

@Marc let me know if you need any help