RE: Change employee subsidiary

Is there anyway around this? Once a transaction has posted for the employee, you are not able to change the subsidiary selected on the employee record. Trying to change over a TON of employee records and a lot of them have posted transactions….

Kmullervy Rookie Asked on October 29, 2020 in Administration.
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1 Answers

From SuiteAnswers. It sounds like if you close out any pending transactions you can change the sub.

Unable to Change Employee Subsidiary

Published 08/21/2020 02:27 PM   |    Updated 08/21/2020 02:27 PM   |    Answer Id: 94702

Applies To

Product:  2020.1

Scenario

User tried to update an Employee record to allow it access for Leads & Customers from a different Subsidiary. User then navigated to Lists > Employees > Employees and clicked Edit next to the Employee Record, but the Subsidiary field showed as fixed; the usual drop-down box was missing.

This happens when an Employee record has dependent records. To resolve this, either delete the dependent records or close any pending actions for the employee.

Solution

To confirm if there are dependent records linked to the Employee, a transaction saved search can be performed.

  1. Navigate to Lists > Search > Saved Searches > New
  2. Click Transaction
  3. Search Title: Enter title
  4. Click Criteria
  5. Filters :
    • Select Employee
    • Employee Filters : Select any of
    • Employee List : Highlight Employee Name/s
    • Click Set
  6. Click Save & Run
Rookie Answered on October 30, 2020.
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