what are "Custom Segments" used for? what should i...
# beginners
j
what are "Custom Segments" used for? what should i search for in Suite Answers to find out about what they can be used for?
a
Custom segments are just like the native subsidiary, location, class and department classifications. I’ve used them in many ways in the past 1. Custom classification of product types or goods 2. I’ve used them to replace projects (I hate NS projects and making a custom segment has so much more freedom 3. Also used in place of project tasks The biggest thing is you can use custom segments in financial reporting just like departments and classes
l
@AI1 when you created them as projects, is that almost like the native project? What are the problems solved by it that native projects can't do? Thank you.
a
We had a lot of problems with Intercompany projects 1. You can’t assign projects to customers that represent other subsidiaries 2. You can’t use the project as a column in financial reports 3. Some of the native fields on projects are not accessible via workflow to use as criteria or conditions 4. Projects are restricted by subsidiary so you can’t have 1 project record referred to by multiple subsidiaries 5. You can’t import project tasks so we used a custom segment for project AND project tasks 6. NetSuite does not validate time and expense entries using project task data. So a user can select any service item or department when entering Time. We need that to be sourced from the project task they select There are many other little things but custom segments helped us overcome all these
l
Thank you! Do you have advanced projects module? Unfortunately, we have plenty of features that depend already with projects such as WBS, advanced project profitability, posting time, etc.
a
Yea we use all that to. We enabled advanced projects, job costing and budgeting, project profitability. Plus we use Timesheets, expense reports, purchase requests, etc all to support projects None of the WBS or Project Profitabilty reporting fit our needs so I had to customize. Custom project budgets/WBS records, project task records, project records Also we do all our project profitability reporting in Power BI using an integration with NetSuite. It’s much easier The native functionality is to rigid and cumbersome
j
thanks for the info @AI1 and @Luis