Jira Code: UN-18 Subsidiary Navigator
Subsidiary Navigator enables to limit the information displayed on the dashboard, searches, and reports to a specific subsidiary or group of subsidiaries. The portlet contains a chart from which we can select the subsidiary whose records want to display. Choosing a subsidiary is equivalent to setting the Restrict View to a subsidiary option in Home > Set Preferences.
Subsidiary Navigator works only for NetSuite OneWorld.
Subsidiary Navigator is available for installation as a SuiteApp
Setting Up Subsidiary Navigator
1.From your dashboard, click Personalize.
2.You can set up Subsidiary Navigator as a Dashboard SuiteApp or as a custom portlet.
1.To set up Subsidiary Navigator as a dashboard SuiteApp, go to the Dashboard SuiteApps section, and then click the Subsidiary Navigator icon.The Subsidiary Navigator portlet will be added to the dashboard. Note that Dashboard SuiteApps are available only from the home page dashboard.
2.To set up Subsidiary Navigator as a custom portlet:
a.Go to the Standard Content section, and then click the Custom Portlet icon.A custom portlet will be added to the dashboard.
b.On the Custom Portlet, click the Set Up link.The Custom Content pop-up opens.
c.On the Source field, select Subsidiary Navigator from the list.
d.Click Save.