Feature Spotlight: NetSuite Subsidiary Navigator
A step by step guide on how to set up the Subsidiary Navigator feature in NetSuite.
How to Install Subsidiary Navigator
To install Subsidiary Navigator, go to Customisation > SuiteBundler > Search & Install Bundles.
Use the following information to search for the SuiteApp:
- Bundle Name: Subsidiary Navigator
- Bundle ID: 44281
- Location: Production (Account ID 3802169)
How to set up NetSuite Subsidiary Navigator:
- From your dashboard, click
Personalise. - 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 the dashboard.
To set up Subsidiary Navigator as a custom portlet:
- Go to the Standard Content section, and then click the Custom Portlet icon.
- On the
Custom Portlet, click theSet Up - On the
Sourcefield, selectSubsidiary Navigatorfrom the list. - Click
Save.
Review of NetSuite Subsidiary Navigator
This one is super simple but it’s a game-changer for multi-subsidiary OneWorld organisations.
Subsidiary Navigator gives you an interact-able custom portlet on your NetSuite Dashboard that shows you your subsidiary structure in a roll-up.
When you click on a specific subsidiary it sets your current Dashboard metrics to show just those from that subsidiary.
This allows you to quickly set your Dashboard context to any of your business units, a roll-up of those business units, or your business as a whole.
Clicking a subsidiary on the Subsidiary Navigator updates your KPI’s, Saved Searches, and Reminders in your Dashboard to reflect just that business unit or roll-up.
We always recommend that SuiteApp be installed, configured, and trained on for a OneWorld user.
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