why wouldn't multi currency work? maybe its differ...
# general
c
why wouldn't multi currency work? maybe its different when subsidiaries are involved? (not 100% sure honestly). Currency is typically set up on the customer record and you can have multiple currencies selected. Just once you've created a transaction, that transaction is "locked" to that currency
s
Before 18.1 release you couldn't share customers among subsidiaries, same thing was for vendors, multi entity vendor option was released I think in 16.1 or 16.2 release. (@darrenhillconsulting wrote a script for me in 2014/15 to tackle 'multi entity vendor' transactions) I think @Rachel’s instance is setup with 'single entity' customer record.
>>Customer Record Shared with Multiple Subsidiaries
If you use NetSuite OneWorld, prior to 2018.1 you could assign a customer record to a single subsidiary. The Multi-Subsidiary Customer feature permits you to share a customer or sub-customer record with multiple subsidiaries. Then you can select any of those subsidiaries on core transactions Customer Relationship Management (CRM) 26 ReleaseNotes_2018.1.0.pdf - Subject to Change created for that customer. The primary subsidiary assigned to a customer is selected by default on any transactions involving that customer. You can also associate transactions with any secondary subsidiary assigned to the customer. The subsidiary you select on transactions is maintained throughout the transaction workflow. For example, when you select a subsidiary on a sales order, that subsidiary appears on the subsequent invoice. The Multi-Subsidiary Customer feature enables you to save a multi-subsidiary customer as a multisubsidiary vendor to create a single entity of multiple types. Single-entity records are useful when you want to have one entity represent both a customer and a vendor. The Multi-Subsidiary Customer feature also enables you to view a multi-subsidiary customer’s hierarchy (primary subsidiary, any assigned secondary subsidiary, and any subcustomer) at Lists > Relationships > Customers. ------------- May be that is causing the confusion, and you are right about the multi currency @creece it should work with 'multi entity customer'
d
👍
r
We can’t use the multi sub because you can’t have project job resources working on projects which are not within their base sub. It’s a limitation of the multi sub so I was wondering how other companies handle this. When they have project management resources that work globally.
c
Is the project management system custom or built into netsuite? If custom, you could create a custom record that can maybe tie it all together where the custom record has a list of employees for resources
i've written something like this for someone years ago
r
The project system is the functionality of NetSuite. Our two biggest issues is the fact, we have shared contact for customers (as the Contact works in the company which is duplicate due to currency differences) therefore they have 2 logins and we can’t use case capture due to the case not knowing which instance of the customer it needs to be connected to. We use the parent child hierarchy at moment but surely there is a better approach to this! We can’t use the multi sub feature due to project resources needing to submit time globally.. refer to this doc of limitations: https://www.sikich.com/insight/merging-multi-subsidiary-customers-in-netsuite/