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How to filter a custom field to remove inactive rescords from available options?
Hi There I have a custom segment which has a field on this for customers. The drop down contains ALL customers including inactive ones. I can't see an option to remove the inactive records from the drop down in the custom field set up>sourcing and filtering The source list does not have entity or customer The field type is…
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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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NetSuite Admin Tip | How to Choose Between Body Fields, Column Fields, and Line-Level Customization
When customizing transactions in NetSuite, one important design decision is choosing where custom data should live. Some information belongs at the transaction header, while other information belongs on each line. Making the right choice between body fields, column fields, and line-level customization can improve…
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NetSuite Admin Tip | How to Choose Between Map/Reduce and Scheduled Scripts
When building automation in NetSuite, one common design decision is choosing the right script type for processing records in the background. Two of the most common options are Scheduled Scripts and Map/Reduce Scripts. Both can be useful, but they are not designed for exactly the same type of work. Choosing the right one…
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NetSuite Admin Tip | The Hidden Cost of Over-Customization in NetSuite
Customizing NetSuite can be a powerful way to support unique business needs. Custom fields, custom records, workflows, scripts, and tailored forms can all help teams work more efficiently. But customization also comes with tradeoffs. When too many changes are added without enough planning, the result can be a system that…
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Netsuite Admin Tip | SuiteBuilder vs SuiteCloud: When to Configure and When to Build
NetSuite gives administrators and developers more than one way to solve business requirements. Some needs can be handled through configuration, while others require development. Understanding when to use SuiteBuilder and when to move into SuiteCloud can help teams choose the right approach, avoid unnecessary complexity,…
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Custom/Bundle billing
We are looking to understand whether NetSuite supports the ability to group multiple line items for internal revenue recognition and GL recording purposes, while presenting a condensed view to the customer on the printed invoice. As an example, 5 internal invoice line items would need to map to 2 customer-facing invoice…
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SuiteScript Sourcing and Filtering
I have created a custom field on the Suitelet page that displays the accounting period. I know that to source values from a record, we can use the source parameter. However, I want to know if there is a way to apply filtering similar to what we can do in a custom field (see below image) Also accounting period list label…
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General Ledger > Customize > Add Posting Period
Concern: User wants to customize General Ledger to add a Posting Period column 1.Navigate 2. Click Customize 3. Go to Edit Column tab 4. Expand Transactions Folder 5. Look for Accounting Period folder > Select Name 6. A new column for Accounting Period will be added on the Report Preview section. You may rename or move it…