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Re: Requesting an Overview of Intercompany Time Transaction processing
Hello @esabis
Without a NetSuite Support Contract, I don't think you'll be able to sort through this on your own. You can sure try though!
You'll need to investigate 2 area's. 1 area is looking back to find out what hasn't been billed correctly and fix them. That's a big undertaking This should be done in production.
The second area is looking forward. You will need to review every setup step in your intercompany set up carefully. I suggest that you do this in a sandbox account, where you can make adjustments to the set up and test test test! It will require detailed documentation to ensure that all steps are validated PRIOR to making any changes in your prod account.
This is possible to do. Please be aware that it will likely be time intensive.
Do you have a sandbox?
Re: AskAnExpertLive with Yiting about NetSuite Reports (April 23,2026)
Yes, I'd love to share some personal experience of how to familiarize oneself to these tools.
I think it would be easier if one starts from the Financial Report. With the prebuilt layout, you can try to customize it with additional information you need. When you are comfortable with Report, then try Saved Search. Use formula to pull the data that is not standard or not very obvious. Last, after you are good with Report, Saved Searches, you would be already prepared for using the Analytic dataset or the Workbook.
Re: AskAnExpertLive with Yiting about NetSuite Reports (April 23,2026)
Hi there! Thanks for the question! We help other companies to evolve their supply chain strategy! I guess the most important part is to be as predictive as possible and to embed smart technology whenever it can!
Re: AskAnExpertLive with Yiting about NetSuite Reports (April 23,2026)
Hello Robert! Nice to meet you! Great question! I've used the Narrative Insights on a few records already. eg. top 5 vendors that paid in the past. It is very helpful and I'm so excited to see these useful tools now applied to multiple areas of NetSuite. In general, I like to interact with all the new AI stuff, I'll continue to play with it and experience the benefit it brings!.
Re: AskAnExpertLive with Yiting about NetSuite Reports (April 23,2026)
Tip 1: Do you use inline editing?
Most users open each record to edit it from the saved search. But if you enable Show in List on any results column AND turn on Allow Inline Editing on the saved search, you can click any field in the results list and edit it on the spot. No record open required! This is a game-changer for bulk data maintenance tasks like updating sales reps, expected close dates, or statuses across dozens of records at once. Note this only works for main line data. Here are the steps:
- Open your Saved Search and go to the Results tab. Add the field(s) you want to make editable as columns.
- In the search header when you view the result, toggle the switch of Edit.
- Click a cell in the results — it becomes an editable input. Hit Tab to move to the next row without leaving the list.
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.
