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New to NetSuite

This is a dedicated space for new customers who seek to broaden their understanding and expertise in NetSuite. Our curated content includes topics such as basic navigation, report generation, and best practices to help you maximize NetSuite and streamline your business processes. Check back regularly as we update this space with new content to guide you along the way.

Categories	Discussions	Comments	Latest Post
Expand for more options. Account Administration & CSV Import	68	2	New to NetSuite \| Transaction Permission > Customer Refund Permission Michelle Jabanes-Oracle • Mar 26, 2026 3:36PM in Account Administration & CSV Import
Expand for more options. Advanced Accounting & OneWorld	73	5	New to NetSuite \| Allow Per-line Classification for Netting Settlement Preference Niña Camille G. Paule-Oracle • Mar 26, 2026 2:56PM in Advanced Accounting & OneWorld
Expand for more options. Basic Accounting	101	29	New to NetSuite \| Unable to Uncheck the Billable Box in the Expense Report Due to Approval Workflow Jeanne Padilla-Oracle • Mar 26, 2026 4:09PM in Basic Accounting
Expand for more options. CRM (Customer Relationship Management)	14	0	New to NetSuite \| Creating Leads Without Access to the Customer Form Michelle Jabanes-Oracle • May 20, 2025 4:38PM in CRM (Customer Relationship Management)
Expand for more options. Manufacturing	13	5	New to NetSuite \| Work Instructions and Traveler Part 2: Creating and Managing Jam Amper-Oracle • Apr 29, 2025 7:23PM in Manufacturing
Expand for more options. NetSuite Analytics Warehouse	0	0
Expand for more options. NetSuite Warehouse Management Systems	1	1	WMS - ShipStation Ayitah Tallada-Oracle • Mar 27, 2026 2:27PM in NetSuite Warehouse Management Systems
Expand for more options. Supply Chain Management	29	16	New to NetSuite \| Inventory Transactions 102: Transfer Order (Part 4: Transfer Order Preferences) Niks Blando-Oracle • Aug 5, 2025 9:06PM in Supply Chain Management
Expand for more options. NetSuite Planning and Budgeting (NSPB)	18	4	New to NetSuite \| NSPB: Creating Environments Roger Medina - EPM4NS • Mar 1, 2026 10:25AM in NetSuite Planning and Budgeting (NSPB)
Expand for more options. NetSuite SRP	10	5	New to NetSuite \| Changing the Customer on an Existing Project with No Transactions Patrick Fresnosa-Oracle • Apr 9, 2025 9:16PM in NetSuite SRP
Expand for more options. Order to Cash	22	3	New to NetSuite \| Creating a Deposit record for Undeposited Payment Judith Culanding-Oracle • May 29, 2025 8:35PM in Order to Cash
Expand for more options. Performance, Email & Maintenance	2	0	New to NetSuite \| Troubleshooting Performance Issue: A.P.M. Ayitah Tallada-Oracle • Feb 25, 2025 2:05PM in Performance, Email & Maintenance
Expand for more options. Procure to Pay	12	6	New to NetSuite \| Electronic Bank Payments: Payment File Handling Judith Culanding-Oracle • Jan 7, 2026 11:52PM in Procure to Pay
Expand for more options. SuiteBanking	4	2	New To NetSuite \| SuiteBanking: HSBC Application Elychelle Gulen-Oracle • Feb 6, 2024 5:44PM in SuiteBanking
Expand for more options. SuiteBilling	14	0	New to NetSuite \| SuiteBilling 114: Terminate Change Order Judith Culanding-Oracle • May 6, 2025 10:37PM in SuiteBilling
Expand for more options. SuiteBuilder & SuiteBundler	50	18	New to NetSuite \| Understanding Common NetSuite Customization Terminologies Francesca Nicole Mendoza-Oracle • Nov 27, 2025 7:04PM in SuiteBuilder & SuiteBundler
Expand for more options. SuiteCloud	143	2	New to NetSuite \| SuiteQL Advanced Queries: TOP Richard James Uri-Oracle • Mar 26, 2026 1:53PM in SuiteCloud
Expand for more options. SuiteCommerce, Mobile, and Retail	37	4	New to NetSuite \| Enable Blocklist Domains Bry Cabria-Oracle • Mar 26, 2026 4:16PM in SuiteCommerce, Mobile, and Retail
Expand for more options. SuitePeople	2	2	New to NetSuite \| Steps to Create a New Employee Record Niña Camille G. Paule-Oracle • Aug 5, 2025 5:49PM in SuitePeople