Friday, January 25, 2019

Adaptive Insights : Will the Split Account created in the Corporate Plan be reflected on each Level that rolls up to the Corporate Plan?

This article is intended for accounts integrated with Adaptive Insights, NetSuite's partner in delivering financial management solutions.

You can enter any number of splits within an account but splits cannot be added to other splits. Splits can be viewed by any user with access to this plan but will not appear in a rolled up Corporate Plan. So, for example, my manager who has access to an Advertising Plan will be able to see my splits but they will not be seen in the Total Company Rollup. Moreover, when splits are created from the Corporate Plan.

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