Author: Mary Christeena

Create a Custom List/Record Field By navigating to Customization >> Lists, Records, & Fields >> Item Fields >> NEW TYPE will be List/Record and LIST RECORD will be the record of the first field. STORE VALUE will not be checked. Select your record this field will apply to In the SOURCING AND FILTERING sublist, select the… Continue reading Dynamic Custom Dropdown List

It can be difficult to delete a Custom Segment once it has been applied to the General Ledger. For Administrators, there is an option under Accounting Preferences (Setup > Accounting > Accounting Preferences > General > General Ledger > “Allow GL Custom Segment Deletion”) which will allow to delete them if you have Administrator permission.… Continue reading Delete a Custom Segment

List View Preference NetSuite has a setting to still show the list view if there is only one result. Navigate to “Set Preferences” under the home icon in the navigation menu. This setting will only apply to the particular user login. Set Preferences only handles NetSuite settings on a user-by-user basis.

There are two ways to reduce loading time on the dashboard page. First, can remove portlets that are unnecessary. If there is a portlet haven’t used in a while, Consider removing it to declutter the page. This will also improve the loading time of the dashboard. You can remove portlets by clicking “Remove” in the… Continue reading Minimize Portlets to Improve Speed

 To remove the add multiple button option in the forms Navigate to Customization > Forms > Transaction Forms. On the Custom Transaction Forms page, will see a list of all the transaction forms in the account. Select Edit or Customize next to the form that want to change.  To remove the Add Multiple button from… Continue reading Remove Add Multiple Button on Forms

There are three places where a script exists in NetSuite. The File Cabinet, Scripts, and Script Deployments. Script permissions are always and only adjusted on the script deployment. Need Administrator access to view the script deployments. About script permissions: The “Status” field specifies whether a script is in testing or is released. “Testing” means that the script will only… Continue reading Script Permissions

Sometimes when we are creating a Workflow, an Analytics search, or a Saved Search in NetSuite, a sublist or body field won’t show up in the list of options Possible Solution check if the field name that are looking for has been customized on the form. One of the tricky things about NetSuite is that… Continue reading NetSuite Field Won’t Show Up in Workflow or Search

Roles in NetSuite are an efficient way to delegate specific permissions to Employees. If we need to set one default role for the employee those who had multiple roles The steps are as follows Step 1: Navigate to the View My Roles Page In the top right corner of NetSuite is the login information drop-down.… Continue reading Set Default Role in NetSuite