Best Of
Re: Cash 360 dashboard error
Also, please make sure that under Permissions tab, make sure that the following permissions are set, as stated in SuiteAnswers ID 105658: Cash 360 Roles and Permissions:
- Under Lists subtab:
- - Accounts - View
- - Custom Record Entries - Fullb.
- Under Setup subtab:
- - SuiteScript - View
- - Custom Lists - View
- Under Custom Record subtab
- - Cash 360 Account - View
- Cash 360 Account Category - Full
Re: AskAGuruLive with Jervin about SuiteBuilder (April 22, 2026)
Tip 3:
Did you know you can set default values for Custom Fields? Here’s how:
Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields
On the Transaction Body Fields page, click an existing field, or click New if you don’t have one yet:
On the Transaction Body Field page, navigate to Validation & Defaulting subtab and set the values on the Default Value field:
You can also do this for List/Record fields as shown below:
Note: This value can still be changed if the field is not locked.
Results:
With this, you can set default values for your custom fields, helping you save time and reduce human error for fields with specific values. Here’s an example where the values were automatically added when creating a Sales Order:
Re: AskAGuruLive with Jervin about SuiteBuilder (April 22, 2026)
Tip 2:
Did you know, you can rename tabs/fields via the Custom Form? Here’s how:
On your Custom Form page, go to the Tabs subtab and change the label for the field you want to rename (you can even rename standard subtabs):
For standard and custom fields, go to the Screen Fields subtab and change the label as seen below:
Results:
With this, you can rename standard and custom subtabs and fields based on your business needs, as shown below:
- Renamed the Customer field to Customer/Client:
- Renamed the Items subtab to Items for NSC:
Note: You can combine this with Tip 1 to rename subtabs and fields based on the role.
Re: AskAGuruLive with Jervin about SuiteBuilder (April 22, 2026)
Thank you for joining our session! Some practical uses for this are:
- Saves time by automatically generating documentation instead of manual effort
- Creates more consistent, standardized descriptions across the system
- Keeps documentation up-to-date more easily as configurations evolve
- Adds clear business context to custom records, fields, and transactions
I hope this helps!
Re: ARM adjustment scenario (fully recognized revenue)
@Pallavi1903 because the contract was already 100% recognized by December, the remaining unrecognized revenue balance is $0. When NetSuite extends the dates and applies "Update Remaining Periods Only," it divides that $0 balance across the newly added 3 months, resulting in exactly $0 of planned revenue for January, February, and March.
Re: AskAGuruLive with Jervin about SuiteBuilder (April 22, 2026)
Tip 1:
Did you know you can assign forms to specific roles? Here’s how:
Go to Customization > Forms > Transaction Forms
Click Edit on your Custom Form
On the Roles subtab, click on the checkbox for the role you want this form to be preferred to:
Results:
When using the Administrator role, the Custom Sales Order form is selected (the preferred custom form for all other roles):
When using the CEO role, the NSC Sales Order Form is selected:
Re: Sales Order > Quantity Billed, Quantity Fulfilled
Oh apparently that is a system flag field! Are you all still missing a column though showing a certain qty or stage of fulfillment? I believe that "Total To Date" adds both "Fulfilled" and "Invoiced" as well as "Picking" and "Packed" in the case of using those features. (At least from what I see online and from behavior in our account)
Re: How do I edit this outsourced work order that's already In Process?
Hi @Dext3r,
This behavior is expected, as Work Orders can no longer be modified once an Assembly Build has been created.
As an alternative, users can take the following actions:
- To reduce the quantity: Close the Work Order, which will change its status from In Process to Closed. After closing, an Assembly Unbuild transaction can be used to remove any excess assemblies from inventory.
- To increase the quantity: Create a copy of the original Work Order and include a note in the Memo field indicating that it continues from a previously closed Work Order. Enter the additional quantity to be produced in this new Work Order.
Hope this helps with your concern.
Respectfully,
Trixie
Re: How to enable ACH in Netsuite？
Hi @User_ZA0IY,
I believe you have Payment Instruments Enabled in your account since it's part of the requirement in setting up ACH in SuiteCommerce.
Under the Customer Record > Financial Tab > Payment Instrument Subtab, the New ACH button should be present.
Possible reason for it is that you might have no ACH Payment Method created in your NetSuite Account.
Navigate to Setup > Accounting > Accounting List > FILTERS Type = Payment Method
Click New button > In the form, populate Name for the Payment Method > Set Type field = ACH > Select the Associated Payment Processing Profile > Set the Account to deposit to.
Hope this resolves the problem of New ACH button missing in the Customer Record.
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Re: Best Practice: Inactivating Employee vs Removing System Access ?
Hello @m ramana,
Great question—this is a common scenario in NetSuite administration. Both options serve different purposes, and best practice is to use them based on the employee’s lifecycle and business needs.
Inactivate Employee
- Use when the employee has left the company
- Removes them from lists and prevents future assignments
- Historical records remain intact
Remove “Give Access” only
- Use when the employee is still active but should not log in
- Example: on leave, role change, or temporary access removal
- Employee can still be used in records (approvals, transactions, etc.)
Best practice:
- If terminated → remove access and inactivate
- If still employed → remove access only
References:
- NetSuite Help > Setting Up Users and Roles
- NetSuite Help > Inactivating Records
- SuiteAnswers: Inactivating Employee Record (65837)
- SuiteAnswers: Giving an Employee Access to NetSuite (8518)
Hope this helps! If you have any specific question in mind please let me know.
