Setting Up Shared Transactions Videos
The following videos will provide the prerequisites, and walkthrough the necessary steps for setting up Shared Transactions within NetSuite.
How to Use Shared Transactions in NetSuite
Before installation, it is important to enable the required features and options within the applicable instance of NetSuite. Once all the required features are enabled, navigate to the SuiteApp Marketplace to install the bundle.
Intercompany Setup
There are several intercompany settings that must be enabled before processing allocations with Shared Transactions. This video will walkthrough the following steps required to properly complete the intercompany setup:
- Configure Intercompany Settings
- Configure Subsidiary Settings
- Configure Account Settings
- Test Advanced IC Journal
Configure Settings
See System Setup and Intercompany Setup in Shared Transactions for further detail regarding setting configuration within Shared Transactions.
Using Shared Transactions
Shared Transactions offers several different functionalities to process allocations. Refer to the following video, and article Allocations Overview, for guidance on how to utilize the various built-in functionalities.