Tag: Custom Segment

The custom segment shows but not under classifications group, it is displayed at the end of the list in the setup tab > company.

The recommended solution as suggested by SuiteAnswers #1013645 is: Navigate to Customization> Lists, Records, & Fields > Custom Segments Preferred Custom Segment: Click Edit Custom Record Type: Click on Custom Record Type Click Edit Click Links Insert Before: Select Segment Note: Select Preferred Segment where Custom Segment should be placed. Click Save Based on your requirement, the following setup would solve the issue: Section – Setup Category – Company Link… Continue reading The custom segment shows but not under classifications group, it is displayed at the end of the list in the setup tab > company.

Custom segment in parent transaction not populating in FAM asset record

Scenario: Created a custom segment and used the same in Journal transaction. Then using Asset proposal assets were generated from this journal. However, the custom segment in journal did not populate in the asset record. Solution: When using custom segments in FAM, we need to ensure the relevant segment is applied to Fixed Asset Management… Continue reading Custom segment in parent transaction not populating in FAM asset record

Scope of the Custom Segments Permission

The following table describes the access associated with the various levels of the Custom Segments permission. Except where noted, this table assumes that the user has no other permissions. As shown in the preceding table, even if a role does not have the Value Management Access permission for any segment, the Custom Segments permission always… Continue reading Scope of the Custom Segments Permission

Values of Custom Segment

What is the maximum values that can be added in a custom segment? You should be able to create unlimited values on Custom Segment as the Custom Segment feature mimics the Department and Class as an additional classification to categorize your records however you may experience slower performance when having a huge amount of values… Continue reading Values of Custom Segment

Custom page for calculating Interest and Dividend of Assets managed by custom segment

Asset Interest and Dividend Screen  Process Flow  The users can navigate to the Asset Interest and Dividend  screen using the following navigation.        Asset Transactions Homepage  Screens  Asset Interest and Dividend screens are classified into the following.  List Screen  Create Screen  View Screen  Edit Screen  List Screen of Asset Interest or Dividend  The… Continue reading Custom page for calculating Interest and Dividend of Assets managed by custom segment

Parent custom segments

Query Management needs to see the income statement summarized to the parent level of any class; standard class (class, department, location), or parent of custom segments. The problem with the hierarchy option is, it displays the child’s details. How to suppress the childs and display the parent of classes and parent of custom segments only… Continue reading Parent custom segments

Custom segment and brand customization

For the item record copy-making process for the custom role of Demand Planning Coordinator. Despite inactivating the workflow, the Brand value continues to be set as “General.” We have also created items by making copies from different roles, but the Brand is not being updated. When we tested with the Administrator role the brand was… Continue reading Custom segment and brand customization

Dynamic default value sourcing in custom segment

In some cases, you can apply a custom segment to two record types that have a relationship with each other. In these situations, you may want the segment value on one record to populate with the value selected on the other. To create dynamic default logic for a custom segment: Edit the custom segment. Click… Continue reading Dynamic default value sourcing in custom segment

On creation, transaction records do not store the custom segments

While creating transaction records, the custom segment fields seem to show the respective custom segment records entry, but on save the data is not stored. When creating the same from an administrator level, all the data is stored successfully.Make sure which role is used to create the transaction records.Identify whether the role has custom segment… Continue reading On creation, transaction records do not store the custom segments