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New To NetSuite | Workflow: Create a Created By: field for Transactions
New To NetSuite | Workflow: Create a Created By: field for Transactions. Ever wondered if it’s possible to have a field that automatically sets the employee that created the transaction? In this topic, we will tackle how to create a Workflow that will automatically set the employee who created the transaction on a custom…
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New to NetSuite | Custom Fields: Show in List
When creating custom fields in NetSuite, the Show in List option controls whether the field appears as a column in record list views. This setting is useful when administrators want users to quickly view important information directly from list pages without opening individual records. In this article, we will be…
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New to NetSuite | Custom Fields: Maximum Length
Overview When creating custom text fields in NetSuite, the Maximum Length option controls the maximum number of characters users can enter the field. This setting is useful for limiting unnecessary or excessive text entry and helping maintain consistent data formatting. In this article, we will be discussing this setting…
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New To NetSuite | Custom Field: Store Value
Overview When creating custom fields in NetSuite, the Store Value checkbox controls whether the field’s value is saved directly on the record or dynamically calculated each time the record is viewed. The Store Value option is part of custom field configuration within SuiteBuilder. This setting can affect: Reporting Saved…
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New to NetSuite | Creating a Simple Custom List for Dropdown Values
Custom lists let users select from predefined dropdown values instead of typing free-form text. This helps keep data consistent and easier to report on. What Is a Custom List? A custom list is a set of values that can be used in a dropdown field. Examples: Low, Medium, High Pending, Approved, Rejected New Request, Change…
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New to NetSuite | Creating a Date Field for Tracking Follow-Up Actions
A date field can help users track when a follow-up action should happen. This is useful for reminders, reviews, approvals, customer follow-ups, or internal tasks. What Is a Date Field? A date field is a custom field that stores a calendar date. Examples: Follow-Up Date Review Date Target Completion Date Approval Due Date…
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New to NetSuite | Bundle Installation Basics
Bundles in NetSuite allow you to install customizations such as custom fields, scripts, workflows, forms, and other configurations into your account. They are commonly used to move customizations between accounts or to install solutions from NetSuite or third-party providers. Understanding how bundle installation works…
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New to NetSuite | Understanding the Difference Between SuiteBuilder and SuiteCloud
When learning NetSuite customization, two terms you may often see are SuiteBuilder and SuiteCloud. They are related, but they are not the same. Both help extend NetSuite, but they are used for different types of work. What Is SuiteBuilder? SuiteBuilder is mainly used for configuration and customization inside NetSuite. It…
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New to NetSuite | How to Standardize Custom Field Creation in NetSuite
As NetSuite accounts grow, custom fields often increase quickly across forms, records, and business processes. Without a consistent approach, different teams may create fields in different ways, leading to duplicates, confusing names, inconsistent usage, and harder maintenance. Standardizing how custom fields are created…
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New to Netsuite | A Custom Record Needs Sequential Numbers: How to Enable Auto-Numbering
When custom records are used for internal tracking, it can be helpful to assign each record a unique sequential number. This makes records easier to identify, search, reference, and audit. Auto-numbering helps reduce manual entry and keeps record IDs consistent as new custom records are created. Scenario A company uses a…
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New to Netsuite | A Vendor Needs Compliance Tracking: How to Build a Vendor Custom Field Setup
Scenario A company needs to track vendor compliance details in NetSuite, such as whether a vendor has submitted required documents or passed an internal review. Examples of compliance details may include: compliance status document expiration date review date reviewer compliance notes Without a structured field setup,…
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New to NetSuite| Testing a New SuiteBuilder Customization That Includes Forms, Fields, and Records
When a new customization is built in SuiteBuilder, it is important to test all parts together before using it in production. Even if the form looks correct, the fields or record setup may still behave differently than expected. This guide focuses only on the SuiteBuilder side of testing, including: custom forms custom…
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New to NetSuite | Custom Dashboard
A NetSuite dashboard is your main workspace where you can view important information such as reminders, KPIs, reports, and saved searches. Creating a custom dashboard allows you to organize this information based on your role and daily tasks so you can easily access what you need. What is a Custom Dashboard?…
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New to NetSuite | Designing Transaction Column Fields for Line-Level Operational Control
When transaction lines need their own values, rules, or tracking, body-level customization is often not enough. In those cases, transaction column fields can help bring control directly to each line. This is especially useful when operations teams need to manage item-level detail such as routing instructions, project…
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New to NetSuite | When to Use Custom Records Instead of Standard Records in SuiteBuilder
NetSuite includes many standard records that support common business processes such as customers, vendors, items, transactions, and employees. In many cases, these standard records are the right place to store and manage data. But sometimes a business process does not fit cleanly into an existing standard record. That is…
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New to NetSuite | Workflow Fields
In NetSuite, Workflow Fields are fields you create within a specific workflow to hold a value that’s unique to each workflow instance. You can reference these fields throughout the workflow in any state, in workflow conditions, and in actions such as Set Field Value, making them a convenient way to track and use data as…
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New to NetSuite | Understanding Common NetSuite Customization Terminologies
NetSuite is a powerful business management platform, and as a new user, you'll encounter various terms related to customizing and navigating your environment. This guide introduces key customization terminologies to help you get started confidently. Record: A record is a single entry of information related to a specific…
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New to Netsuite | Workflow to Prevent Purchase Order from Being Edited When Status Is Fully Billed
Implementing a workflow to restrict edits on purchase orders once they reach the "Fully Billed" status addresses several critical concerns in procurement management. Firstly, it helps preserve data integrity by ensuring that once financial obligations are satisfied, records cannot be inadvertently or intentionally altered.…
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New To NetSuite | Custom Field Types
In NetSuite, custom fields come in different types to capture, display, or link various kinds of data. These fields can be grouped by purpose such as text, numbers, dates, selections, or display-only content. Below is a categorized overview to help you choose the right field type for your use case: Text Fields: Free-Form…
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New To NetSuite | Custom Field Types: Hyperlink vs. Inline HTML
Both the Hyperlink and Inline HTML field types are used to display read-only content on forms, but they serve different purposes and offer different levels of flexibility. The Hyperlink field type is specifically designed to display a single clickable link on a record. It stores a URL and shows it as a clickable hyperlink,…
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New To NetSuite | Custom Field Types: Help vs. Inline HTML
In NetSuite, both the Help and Inline HTML custom field types are used to display read-only information on forms, but they differ in formatting capabilities, appearance, and purpose. The Help field type is designed to show plain, instructional text directly on the form. It is ideal for simple notes, user guidance, or basic…
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New To NetSuite | Custom Field Types: Rich Text vs. Inline HTML
In NetSuite, both Rich Text and Inline HTML custom fields are used to display formatted content, but they serve different purposes and behave differently in terms of user input and system control. A Rich Text field is editable and designed for user-entered content with formatting options like bold, italic, lists, and…
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New To NetSuite | Custom Field Types: Document vs. Image
In NetSuite, Document and Image fields are both used to upload files, but they serve distinct purposes. A Document field is designed to store general files like PDFs, Word documents, Excel spreadsheets, and text files. These are typically used for contracts, manuals, specifications, or any file that doesn't need to be…
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New To NetSuite | Custom Field Types: List/Record vs. Multi Select
In NetSuite, List/Record and Multiple Select fields both allow users to choose from predefined values, but they serve different purposes. A List/Record field allows selection of only one value from a related record type, such as a customer, employee, or custom list. It’s best for single-value lookups like assigning a sales…
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New To NetSuite | Custom Field Types: Currency vs. Decimal Number
In NetSuite, Decimal Number fields store precise numeric values like measurements or rates without any currency formatting. Currency fields, on the other hand, are specifically for monetary value. They support exchange rates and follow currency-specific formatting. Use Decimal Number for non-financial data requiring…
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New To NetSuite | Custom Field Types: Integer Number vs. Decimal Number
In NetSuite, Integer Number fields store whole numbers only, making them ideal for counts, rankings, or quantities where decimals aren’t needed—like item counts or priority levels. In contrast, Decimal Number fields allow fractional values and are used when precision matters, such as for weights, rates, or time in hours.…
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New to NetSuite | Custom Field Types: Free-Form Text vs. Text Area vs. Long Text vs. Rich Text
NetSuite provides multiple custom field types for capturing text data, each designed for different content lengths, formats, and use cases. Choosing the right one ensures optimal performance, usability, and compatibility with searches and scripts. This article compares the four primary text-entry field types: Free-Form…
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New To NetSuite | Custom Field Types: Date/Time vs. Time of Day
NetSuite provides both Time of Day and Date/Time custom field types to record time-related information. While they may seem alike, each is designed for a specific use case—Date/Time captures both the calendar date and the exact time, whereas Time of Day is intended for storing only the time, independent of any date.…
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New To NetSuite | Custom Field Types: Date vs. Date/Time
NetSuite offers both Date and Date/Time custom field types to capture time-based information. While they seem similar, they serve distinct purposes depending on whether you need to track just the calendar date or both the date and the exact time. Note: The date and time are based on the user’s NetSuite Time Zone…
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New To NetSuite | Advanced PDF/HTML Template: Adding Page Breaks
In NetSuite, users sometimes need to add a long disclaimer that starts on the next page after the transaction printout. However, they want the page numbers to still stay in order. Placing a long disclaimer on the next page with continued page numbering keeps the document clean, readable, professional, legally complete, and…