Summary Accounts need to be checked manually during COA Import in Netsuite. Solution to tag summary account automatically during import of Chart of Accounts in Netsuite.
Configuration Procedures
1.Create a Custom Field name “Is Summary” under Other Record Fields and give record type as Account.
2.Keep the Custom field as checkbox and save.
3.Create a Saved Search with Criteria Filter “Is Summary (Custom)” as True and “Summary” Field as False.
4.Create a Workflow and keep release status as Testing and Keep “Initiation” as Scheduled Based.
5.Assign the Saved Search created to the Schedule Saved Search Filter under Initiation and save.
6.Check Account Numbers checkbox in Accounting Preferences, to enable use of account number during import.
7.Upload COA File with Account Name, Account Number, Type, Subsidiary, Is Summary (True)and Subaccount of (Leave Blank) as required for Parent Account.
8.Set the Subsidiary Field as Internal ID, separated by ‘|’ in the excel file.
9.Import the CSV with internal ID for Subsidiary.
10.Once import is completed, open workflow and Execute the Workflow manually to make the account execute, since scheduled execution happen in 30 mins interval.
11.View the Parent Account is automatically created as a Summary Account.
12.Upload COA file with Account Name, Account Number, Subsidiary, Is Summary (False) and Subaccount of (Parent Account) as required for Child Account and import using same step.
13.View the account created in the account list view for parent and child accounts.