Netsuite provides basic segments such as Classes, Location, Department and Subsidiaries. But you can create only limited segments in your instance. Custom Segments is the new feature in Netsuite that allows you to create unlimited Custom Segments to draw reports easily.
Custom Segments allows you to create a number of classifications such as Classes, Location and Department without any limitations.
This post helps you learn how to enable Custom Segments and its benefits.
To enable Custom Segments feature, go to Setup > Company > Enable features > Suite Cloud > Suite GL. Mark the Custom Segments check box and click Save.
To create Custom Segments, go to Customization > Lists, Records, and Fields > Custom Segments > New.
The Label specifies the segment’s label when it appears on a record. Here, the basic segments Class, Department, Location, and Subsidiary cannot be used as labels.
There are two types of Custom Segments – ‘List/Record’ and ‘Multiple Select’. Using List/ Record a user can save only one selection whereas multiple selection can be saved using Multiple Select option.
Multiple Select has the following limitations.
- The segment cannot have GL Impact.
- The segment cannot be applied to transaction columns.
- Dynamic defaulting cannot be configured for the segment.
On enabling GL impact check box, the segments saved on transactions are displayed on the GL impact page. Once the segment is created, the value of GL Impact option cannot be changed. Only administrators have access to change its value. Under Permissions sub-tab, you can assign permissions to other roles for accessing Custom Segments.
Custom Segments must be applied to records in order to use them. They appear as fields on the record they are applied to. Also, Custom Segments can be applied to groups of record types or added as columns in transaction sub-lists. These options can be selected under Application and Sourcing sub-tab while creating the segments.
Under Dependent Segments sub-tab, the list of segments having relationship with that particular segment can be viewed.
Hierarchical relationships can be created for Custom Segments’ values. Here, a value can be a parent to one or more other values. The relationships between the values can be viewed under Values sub-tab. When the segment is available on a record, the parent-child relationships are denoted with a colon.
In addition, Custom Segments can be used as search filters and search columns in advanced searches to find records. In order to use a custom segment as a search filter or column, the user must have the Edit level of the Search or Reporting Access permission for that segment.
Using Import assistant, the values for each custom segment created can be updated. Make sure that the import type is set to ‘Classification’ to import values. By default, only administrators have permission to import custom segment values. They can grant access to other roles to import the values.
Benefits of Custom Segments
- Configure Segment Values to Be Hierarchical
- Configure a Segment to Default Statically or Dynamically
- Filter a Segment’s Values Based on Other Segments
- Filter a Segment’s Values Based on Class, Department, Location and Subsidiary
- Configure a Segment to Appear on the GL Impact Page
- Create Segments as Multi-Select Fields
- Display Segments Selectively