Set Up Subsidiary Navigator and Change Display Settings

To set up Subsidiary Navigator From your dashboard, click Personalize. You can set up Subsidiary Navigator as a Dashboard SuiteApp or as a custom portlet. 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… Continue reading Set Up Subsidiary Navigator and Change Display Settings

Install Subsidiary Navigator

Before we install Subsidiary Navigator, make sure that the following NetSuite features are enabled: Client SuiteScript Server SuiteScript Subsidiary Subsidiary Navigator is available for installation as a SuiteApp: Name – Subsidiary Navigator Bundle ID – 44281 Location – Production (Account ID 3802169) Subsidiary Navigator is a managed SuiteApp and is automatically updated whenever there are… Continue reading Install Subsidiary Navigator

Subsidiary Navigator

Subsidiary Navigator enables you to limit the information displayed on your dashboard, searches, and reports to a specific subsidiary or group of subsidiaries. The portlet contains a chart from which you can select the subsidiary whose records you want to display. Choosing a subsidiary is equivalent to setting the Restrict View to a subsidiary option… Continue reading Subsidiary Navigator

Use the Subsidiary Navigator to Restrict Subsidiary Access

You can restrict your view to a particular subsidiary or group of subsidiaries. You can do this in one of two ways: Click a subsidiary from the portlet. Click the Change Subsidiary link below the centers tabs. By default, the system highlights the selected subsidiary and all of the sub-subsidiaries. To restrict or select all the subsidiaries… Continue reading Use the Subsidiary Navigator to Restrict Subsidiary Access

Subsidiary Navigator: Selecting Parent/Subparent subsidiary only

ABC company is using Subsidiary Navigator in their OneWorld account to restrict the information displayed on their dashboard, searches, and reports to a specific subsidiary as their company is composed of multiple subsidiaries operating across many regions and countries. In a scenario where Company ABC needs to display records for only the Parent Headquarters (the… Continue reading Subsidiary Navigator: Selecting Parent/Subparent subsidiary only

Restrict Subsidiary Access Using the Subsidiary Navigator

You can restrict your view to a particular subsidiary or group of subsidiaries. You can do this in one of two ways: Click a subsidiary from the portlet. Click the Change Subsidiary link below the centers tabs. The system highlights the selected subsidiary and all of the sub-subsidiaries by default.To restrict or select all the… Continue reading Restrict Subsidiary Access Using the Subsidiary Navigator