Enter data in child records from the parent record. To do so, open the list of records where parent record appears. Choose one of the following options:
If parent record is a custom record:
- Go to Customization > Lists, Records, & Fields > Record Types.
- Click the name of the custom record list you want to open.
If there is a link in the center directly to the parent record list, click that link instead of the performing the preceding steps.
If the parent record is a standard NetSuite record, on the Lists page, click the name of the list required.
Child records can be associated with any of the standard NetSuite records. However, for records that are transformed from other records, child record association cannot occur when the records are first created. The association occurs only after the records have been saved.
- Click View next to the name of the record in which data need to be entered.
- Click the subtab where the child record list appears.
- Click New above the list to enter a new child record.
- Enter data in the fields on the record.
- If it is completed, choose one of two options to submit the information to NetSuite:
- To submit the information and return to the parent record, click Save.
- To submit the information and add another child record, click Save & New.
To view a child record from the parent record, click the link for the child record in the list of child records. To edit a child record from the parent record, click Edit.