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EBOOK: Top Tips for NetSuite Admins
Whether you’re a new or an experienced NetSuite administrator, we’re always looking for ways to work more efficiently. Download this ebook to discover best practices for top administrator tasks, including: Defining user roles and permissions Maintaining data integrity Creating and publishing personalized dashboards This…
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NetSuite Admin Tip: Getting Inventory Number of an Item and its Number Internal ID.
A User would like to know the Inventory Number Internal ID/Inventory Number of a lot/serialized item using SOAP Web Services. The user could create a search via UI and call it on the SOAP request or use the search on the SOAP request with the criteria/filters to get the results. You could see below an example on how to do…
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NetSuite Admin Tip: Unable to see the entire folder lists in File Cabinet's Move To field
The ability to display all folders in the Move to list is currently being requested under Enhancement #197684 Documents > File > File Cabinet > Move Files > Mark folder > Click the Dropdown lists in the Move To field : Unable to see the entire folder lists. Below are the alternate solutions for the limitation: Move…
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NetSuite Admin Tips: Replacing the List of Values in a Standard Field from a Saved Search
Replacing the values of a Standard Field is not possible unless a Custom List will be created and applied to a Custom Field. Sometimes, a user needs to source from a Saved Search that has been created to satisfy the requirements for the said list Here is what we can do to achieve this: Export the Results of the Saved…
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NetSuite Admin Tips: FAM > Old Account used in Depreciation Journal
Have you recently changed the Depreciation Account on your Asset Record but the Depreciation is still posting to the old Depreciation Account? Here’s something you might have missed! The basis of the Depreciation Journals are the BG Summary Records that are created from the Depreciation History Records. Therefore, we need…
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NetSuite Admin Tip | Troubleshooting Steps to Show an Event on the Attendee's Calendar
Scenario: The event is not showing on the Attendee's Calendar even if the role has full access permissions to the Event and Calendar records. 1. Navigate to the Event record and make sure that the user's name in the Event record > Attendees tab is present 2. Set the Event Access field to Public 3. Check what calendar is…
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NetSuite Admin Tip: User Access Email Template
Where to customize the User Access Email Template and how to assign it. In Setup > Company > Email Preferences > Templates tab. You can set a default User Access Email Template in the field. However, if you are using a OneWorld Account and you have a different email template for each subsidiary. Navigate to Setup > Company…
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NetSuite Admin Tip | Privileges of Owners of Customization Record Type Definitions
The user that has been set as the Owner of Customization Record Type such as Custom Fields, Custom Records, Workflows, etc. has unrestricted access to those record types and their instances regardless of the roles and permissions set for that user. Novice administrators mistake this behavior as a defect when testing…
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NetSuite Admin Tips: Bulk Updating Website Configuration Record Sublists
Manually inputting a lot of data through the Website Configuration page can be a tedious job. One example for this can be when adding Color Palettes to your website's configuration Record. Currently, there are ongoing Enhancement requests to add CSV Import functionality for this, but there is also a workaround that you can…
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Legacy Tax: Set Chart of Accounts as Tax Control Accounts for United States and Canada
Scenario: A user with an Administrator role wants to set accounts created in the Chart of Accounts page (Lists > Accounting > Accounts) as their Tax Control Accounts for United States and Canada but is unable to do so. These accounts are not available in the Liability/Sales Tax Account and Asset/Purchase Tax Account…
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NetSuite Admin Tips | Purchase Order > Advanced Approval Not Routing Correctly
Using the SuiteSolutions Advanced Approval, some encounter Purchase Orders not completing the approval process based on the set up of the Approval Group. The Purchase Order status is set as Approved without getting completely routed. This may be due to designated Super Approver has approved the transaction. To check if…
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NetSuite Admin Tip | How to Make Sure All Assets have Depreciation Schedule Values
If you have recently created new assets manually or through a CSV import, the depreciation process will fail if there are no Depreciation Schedule values for those assets. So here are tips that will help you make sure that there are Depreciation Schedule values for all of these assets. SET UP THE FAM DIAGNOSTICS PORTLET 1.…
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NetSuite Admin Tip: Guide on Using Permissions and Preference on Editing Item Record Accounts
There are instances when you need to restrict some users or certain roles from having the ability to set or edit Accounts in the Accounting Subtab of the Item Record. This is to ensure that only authorized users can make changes to the Item Record Accounts and to avoid unintended changes at the same time. Sample Item…
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Update Revenue Allocation on the Revenue Arrangement after Modifying Fair Value Formula
Fair Value Formula can still be modified even after these were already used to calculate Revenue Amounts of existing Revenue Elements. However, users need to ensure that the allocation process is re-triggered after the changes made in the Fair Value Formula. To re-trigger Revenue Allocation: Edit the Revenue Arrangement…
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NetSuite Admin Tip: How to Determine Location Source from the Generated Elimination Entries
Users create intercompany transactions to record business activity between subsidiaries. When Intercompany Elimination is run from the Period Close Checklist for month end closing, there are instances that the elimination entry generated has been associated with an incorrect location. Thus, resulting to discrepancies and…
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NetSuite Admin Tip: Understanding Field Errors
Challege: When a user runs a Saved Search and receives a "Field Not Found" error, it typically stops them in their tracks and generates a support request because they can clearly see the field on the record. Tip: Most likely when this happens, you are dealing with a custom fields. To ensure custom fields are visible in…
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NetSuite Admin Tips: Create a Saved Search for Project Tasks with Time Related Columns
In project management, users check the actual time, planned time and the approved time entries logged against a project task for reporting and reconciliation: Instead of users checking the projects and project tasks one by one, they can instead create a saved search to view all project tasks with these columns. Here’s how:…
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NetSuite Admin Tips | Add Ship To Column on Fulfill Orders Page
There may be situations where users need to add the Ship To address in the Fulfill Orders page. Although users may customize the sublist in the Fulfill Orders to add columns or see more details in a list of Sales Orders, the field Ship To may not be available. To get this field available on the Fulfill Orders page, users…
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NetSuite Admin Tips | Extract Sub Location from the Location field and show it on Adv. PDF Printouts
There are times that the Location on a Transaction record has Sub-location. As a standard behavior, the value that will show on the Location field would be Parent Location : Sub Location. Some would need to show only the sublocation on records or even on reports and Advanced PDF Printout so that it will not cause confusion…
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NetSuite Admin Tip | How to verify if the Field ID to be used in SuiteScript is correct?
SuiteScript is a scripting language that is based on JavaScript which allows users to customize and extend NetSuite functionality by writing scripts that interact with NetSuite objects such as Fields, Sublists, etc. Fields are one of the basic NetSuite objects that may contain data that is important to business functions,…
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NetSuite Admin Tip | Automatically Update the Item Quantity after Changing the UoM via Script
Discover how to set up Units of Measure by referring to SuiteAnswers Article 28138 Setting Up Units of Measure, which provides detailed instructions on configuring this feature. In addition, NetSuite offers robust support for Multiple Units of Measure, allowing you to establish distinct units for effectively managing…
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NetSuite Admin Tip|Reconcile Foreign Currency Balance under Other Accounts tab of the Cur. Rev. Rec
In today’s global economy, multinational corporations (MNCs) are experiencing remarkable growth and success. Collectively, these entities play an essential role in driving global production, international trade, and investments. Multinational corporations conducting business on a global scale heavily depend on these…
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NetSuite Admin Tips| Adding Hyperlink for Projects in Sales Line Transactions
In a competitive global market, service companies rely on the effectiveness of delivering and managing their services. In this industry, projects help these companies in planning, analyzing and executing such product. NetSuite's Service Resource Planning module plays a crucial role in achieving these goals. NetSuite's…
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NetSuite Admin Tip | Change Customer Name on a Billed Sales Order Without Deleting the Invoice
At times, users may find themselves in situations where Sales Orders are saved with inaccurate information. This could result from selecting the wrong customer, adding items that shouldn't be included, or including incorrect tax details. While users can readily rectify such errors in the Sales Order before billing, it…
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Admin Tips | Copy Saved Search from Sandbox to Production or New to NetSuite
Copy to Account is a tool that allows administrators for transferring custom objects between accounts. It is available from production, development, and sandbox accounts in which you have administrator access. You can check article NetSuite Admin Tip | What is Copy to Account to know more about this feature and how to…
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NetSuite Admin Tip: Fixed Asset Management > How to Best Handle Invalid Assets?
In industries such as construction, companies handle a substantial volume of assets, and using NetSuite simplifies asset management, offering a comprehensive solution to efficiently manage assets throughout their lifecycle. Instances may arise wherein users inadvertently generate erroneous entries, such as mistakenly…
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NetSuite Admin Tips | Creating a Saved Search for Default Vendor Tax Code per Subsidiary
A multinational company can supply diverse services and products to multiple subsidiaries located in various countries. In NetSuite, this company will be identified as a Multi-Subsidiary Vendor, shared with multiple subsidiaries, each having its own specific Tax Codes for tax compliance in the respective countries where…
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NetSuite Admin Tip | What is Copy to Account
Copy to Account is a tool that allows administrators for transferring custom objects between accounts. It is available from production, development, and sandbox accounts in which you have administrator access. For a list of supported object types, see Customizations Supported by SuiteCloud Development Framework. This is a…
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NetSuite Admin Tips | Workflow: Use -System- as the user in a condition
NetSuite often contains sensitive financial data such as payroll, budgeting, and financial statements. Limiting access to administrators ensures that only authorized personnel can view or modify this critical information, reducing the risk of data breaches or fraudulent activities. With this, a lot of companies has a…
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NetSuite Admin Tip | Checking New Customers using ODBC Driver NetSuite2.com Data Source
In today's dynamic business landscape, verifying new customers is vital for maintaining trust, security, and sustainable growth. Whether you're a small startup or an established enterprise, implementing robust customer verification procedures is essential. Within NetSuite, you can retrieve information about newly…