A workbook is where you can visualize the data in your datasets. Datasets contain the raw information; workbooks arrange that information in way that is both appealing and comprehensible. A workbook can pull data from either a single dataset or from multiple datasets, depending on what you need the workbook to accomplish. You can even… Continue reading Components of a SuiteAnalytics Workbook
Author: Renju Sreerag
NetSuite Duplicate Detection & Merge
Setting Up NetSuite Duplicate Detection & Merge To turn on the Duplicate Detection & Merge feature, you’ll need to log in as the Administrator and navigate to the Data Management section of the Company tab in Enable Features. Once this feature has been turned on, it will be able to flag possible duplicates for four… Continue reading NetSuite Duplicate Detection & Merge
IP Address Rules in NetSuite
Setting Up IP Address Rules in NetSuite You can enable this feature under the Access section of the Company tab in Enable Features. After enabling this feature, you’ll need to delineate your address rules. In other words, which IP addresses are allowed? You can set these rules both on the company level as well as… Continue reading IP Address Rules in NetSuite
NetSuite Chart of Accounts
Setting Up the NetSuite Chart of Accounts To gain access to the Chart of Accounts, you’ll need to enable the Accounting feature, which is located under the Basic Features section of the Accounting tab in Enable Features. This is the first step in setting up accounting in NetSuite. Before you get into transactions or your… Continue reading NetSuite Chart of Accounts
Inventory Statuses in NetSuite
Enable feature in the Inventory section of the Items & Inventory tab of Enable Features. Once you have enabled the Inventory Status feature, you can create inventory status records. NetSuite automatically creates a default inventory status of “Good,” but to create your own inventory statuses, navigate to Lists > Supply Chain > Inventory Status >… Continue reading Inventory Statuses in NetSuite
NetSuite Advanced Numbering Feature
We can set up regular document and transaction numbering on the Set Up Auto-Generated Numbers page, which you can access by navigating to Setup > Company > Auto-Generated Numbers. On this page, you can set basic numbering preferences for record categories like your entities, documents, and transactions. The options you have vary based on the… Continue reading NetSuite Advanced Numbering Feature
NetSuite Resource Allocations
Enable the Resource Allocations feature in the Resource Management section of the Company tab in Enable Features. After enabling this feature, you’ll also need to set up employees for resource allocation. On employee records, navigate to the Human Resources tab and make sure the Project Resource box is checked. This will identify an employee as… Continue reading NetSuite Resource Allocations
NetSuite Multi-Language Feature
The NetSuite Multi-Language feature simplifies the process of providing translations for your website, items, and customer-facing communication. With this feature, individual employees will also be able to view NetSuite in their preferred language. Once you’ve enabled this feature, there are some setup tasks you’ll need to complete. First, you’ll need to add any languages that… Continue reading NetSuite Multi-Language Feature
Multiple Currencies in NetSuite
The feature Multiple Currencies in NetSuite streamlines the process of setting things up to prepare you for international transactions. Enable Multiple Currencies in the International section of the Company tab in Enable Features. Set the Base Currency After enabling the feature, you’ll need to ensure that the correct base currency has been selected for your account.… Continue reading Multiple Currencies in NetSuite
NetSuite Activity Codes
The NetSuite activity codes enable users to categorize different aspects of their projects, which improves both reporting and budgets. You can use the activity codes feature when you also have enabled the Advanced Project Budgets feature. With activity codes, you can set up a logical categorization for your project activities. You can also create global… Continue reading NetSuite Activity Codes