How do I assign a customer category to an income account?
We have several different customer categories (dealer, distributor, etc.) set up in Netsuite. I’m wondering if it’s possible to have the customer category selection make all subsequent invoices roll up to an assigned income account? I.e. If customer category = dealer, any invoices created will roll up to 1200 – Sales – Dealer. If customer category = distributor, any invoices created will roll up to 1201 – Sales – Distributor, etc.
I’m a NetSuite rookie. Thanks.
In NetSuite, the Item dictates the Income account. It is not possible to have something else, such as Customer Category, dictate Income account. You would need to create 1 item record per custom category. This may actually be viable if you sell non-inventory type items. If you sell inventory obviously that doesn’t work as you’d have to split your quantity available nonsensically.
The other option is to use Custom GL Impacts. Using custom scripting you could override where Income goes based on whatever logic you like. This will require custom development, though.