Posts tagged with : netsuite tips and tricks
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Creating a custom field that pulls results from a saved search in NetSuite
This is a NetSuite tip on adding a custom field that uses a saved search to pull the results from....
Saved Search on System Notes Fields
Purpose: Saved Search to show the latest edit to a record using System Notes fields Use Case: Vendor Edits to...
How to run NetSuite Role Comparison
Separation of duties in an ERP system is crucial to maintaining compliance. For example, a user should not be able...
NetSuite Update: 2020.1 release notes are here
As you may have noticed during your last login, NetSuite has announced their 2020.1 release dates. You can find the...
NetSuite New Release Facts 2020.1
The New Release Portlet Will Provide Important Resources: Release Preview Date When your Release Preview/Demo environment will be ready. This...
Month-End and Year-End Processing in NetSuite
There are several important things to know when closing the books for month-end and year-end processing in NetSuite. These include:...
Add Custom Action to “Save &” Drop-Down on a Record
Purpose: Add a custom workflow button to the Save &… menu on a transaction. The steps below will aid in...
SuiteTax – NetSuite’s Next Generation Tax Engine
Guaranteed in Life: Death & Taxes Oracle NetSuite’s decision to build a next generation tax engine represents a wise investment...
NetSuite Allocation Schedules
Leverage NetSuite allocation schedules to allocate expenses across departments, classes, locations, custom segments or subsidiaries. NetSuite provides flexible options for...
Approval Workflow – Rejection Reason
Purpose: Create a custom record to record rejection reasons as part of an approval workflow. Create a sublist on the...