mescalante
05/20/2026, 12:27 AMCeligo AI
05/20/2026, 12:27 AMAI generated answer (using internal Slack threads):To add a custom segment to the Budget page in NetSuite, you need to follow these steps: 1. Navigate to the custom segment record. 2. Under the 'Applies To' section, check the 'Budget Import' box under the 'Other Record Types' sublist. Please note that there are some limitations when it comes to using custom segments with budgets. For instance, you cannot choose the custom segment as a Column Filter in the Budget vs Actual report. However, there is a workaround for this. You need to add the custom segment filter twice - once through the Budget and once through the Financial sections in the "Add Fields" box. Remember, this process might be a bit tricky and may require some trial and error to get it right. ****** 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
05/20/2026, 12:27 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.864746
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.852783203
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.849121094
Celigo AI
05/20/2026, 12:27 AM