You didn't add any screenshots. If the custom record requires user permissions, and you didn't add 'view' permission to the role, you won't be able to see it. Creating a brand new role should be the last resort. There are so many permissions for standard NetSuite functionality that creating a new role will need LOTS of…

Did you actually go to setup > Accounting > Tax Code > New and create the new tax code? If you don't create the Tax Code, it won't be available to select.

THe employee center role is highly restricted. This is why you can't access the search, as the employee center doesn't have view permissions to the type of objects in the search. Question - are you customizing the employee center role, or using the default one?

Because Inbound shipments are received using an Item Receipt, you would need to trigger the workflow on the Receipt, not the Inbound Shipment. On the receiving page, users don't need to view the inbound shipment to receive it. On the workflow, you can isolate the item receipts to trigger by using 'created from ' type. Hope…

No, The options of Checks in NetSuite are: 3 part, Check at the top, 2 remit's below (Voucher style) OR 3 checks to a page. You can purchase checks at your local printer, if you give them a sample check. NetSuite won't print the routing or account number on the checks, either. I hope this helps!

Hello again, I did some testing last night, and found that if you alter the type of search to 'Inventory Numbers', you should be able to 'back in' to the information. This search type is the only one that shows all Bin fields, allows a bin true/false field to be used as a filter, and will show all items on hand with their…

Yeah, NetSuite reads left to right, top to bottom (if multi thread is not enabled) and it stops with the first error found. This can be very tedious, but it is overcome by using these keys when using CSV: Use internal ID's. Always. This way you can easily match to records you're updating. Use internal ID's of any sublist…

We are now closing today’s session. We hope to see you in the next #AskAnExpertLive! I hope the tips I provided will be helpful for you. 😊 Be sure to follow the AskAnExprtLive tag for updates. To help us improve this program, feel free to share your feedback with us. Have a spectacular day, everyone!

We have a few minutes left- any other questions?

NetSuite Tip: If you use NetSuite daily, clear your internet cache at least 1 time a month. Here is a document that shows you how!

Oh Robert Nedelkow-Oracle, I think we've all done things in prod that we meant to do in Sandbox. Live and learn! Any other gotcha's that may have been avoided when I got started? Wow - that was a long time ago. When I got started in NetSuite, shipping wasn't integrated yet. (I worked with Ed Bauman's team to test…

Hi M.Lisa, Solution providers like me don't suggest one over the other since they both have great features. WMS is not as flexible as RF Smart is, but which one fits better is really up to what the client is specifically looking for. Both are great modules, it's not which one is better, it's which one fits the client needs…

Great Question Mayumi Ciara Marie Cupcupin-Oracle, The ability to scale is rooted in the efficiency of their team. With that in mind: Item Record Management: Setting up restocking levels and vendor information on items to facilitate ordering of items Setting up Suiteapprovals to ensure PO's are approved quickly Procurement…

Hi Dan Garcia, I really want to help you with your lot number search. What data are you trying to see in your search? Available Lot numbers?

Can you tell me what data you're trying to retrieve? Is it just the Quantity on hand by Bin?

My boss actually hit me with 'Chat GPT said this about suiteapproval emails' yesterday. Honestly, I feel like I'm behind in this area. We all have a lot to learn!

NetSuite Tip: Any user who has access to the Sandbox environment should change the color of their NetSuite dashboard to something different between the two. This way, you know EXACTLY which instance you are in at all times, preventing you from doing something in Production that was meant to be done in the sandbox. I can't…

Well Hello there 3435602! What area of SCM would I like to see NetSuite focus on next? Honestly, I would rather have the NetSuite gods start going through all of the enhancement requests on the existing modules and start knocking some of those out. In my opinion only - features like Purchase Contracts, Requisitions, and…

Hi M.Lisa, NetSuite WMS is a great module. It's designed specifically for high volume warehouses, and brings efficiency to the outbound shipping. NetSuite users with high volume shipping no longer have 3rd party add ons to manage their shipping as WMS was built for NetSuite, by NetSuite. The only other real options for…

Hi Dan Garcia Attempting to store a lot or serial number on an item record is definitely not something I would recommend. The reasoning is simple = You receive a shipment of 10 lot numbered items today, and another 10 you received last monday. Now you have 2 different lot numbers to track. Having a single field on the item…

Hi Robert Nedelkow-Oracle, I'm not very up to speed with AI. Honestly, I'm quite busy with implementations, so I haven't looked into it very much. Sorry it's not what you expect, but I'd rather be honest than speak about anything I'm not skilled in. 😉

All new NetSuite users need as many tips and tricks that can be shared via training. Here is my personal 'Introduction To NetSuite' deck that can be shared and reused for any new to NetSuite employee! Please feel free to grab your copy!

You should only need to update the employee email addresses, and this can be done via csv. Once the emails match your new SSO client, you should be good to go!

I'll do some testing and get back to you after the 'as an expert' session starting in a few minutes.

D

Yes. You can create any financial report that you want, but you'll need to build it from scratch - there is not a template or native report to do this.

If you're using advanced item location feature, this is pretty easy. Using the type of search is = Item Location Configuration. If using an item search only, it's going to be more complex. Are you using this feature?

You can absolutely have a budget to Actual in Balance sheet format, but you'll need to build that report from scratch in the Financial Report Builder. Building these types of reports takes experience to get it right, due to the intricacies of financial reports. Good luck!

Yes, you can create a 'Forward' report on your budgets by going to Reports>Banking/Budgeting - choose the report, then set your date fields to whatever you want them to be. In the future will work.

I don't think that the bank account number listed on the account is available for searches. Bank account numbers themselves are not usually shared (think fraud) so I've never had a request to view the numbers in a search. I don't believe that the Bank Account Number is available for searches. May I ask what you're trying…