Author: Delna Domini

All fields in the records and fields browser will display a small icon that identifies the fields type as shown here.  There are several different types of fields; Numeric Text Date Boolean fields Hierarchical fields/Polymorphic fields Custom fields.

Here’s some key things to remember when first beginning to work with SuiteAnalytics Workbook.  SuiteAnalytics Workbook combines many of the capabilities of NetSuite’s search and reporting tools. But it does not replace these tools. SuiteAnalytics Workbook enables you to identify why a particular business event happened by summarizing,  aggregating, and visualizing workbook source data.  Analytics home page allows you to manage two primary components, data sets and workbooks. User roles with the SuiteAnalytics Workbook permission can view, modify, share, and delete their own workbooks. User roles with the analytics administrator permission can view, share, modify, and delete all workbooks in your  account. When planning your workbooks, refer to sample documents from your legacy system or a planning template such  as the provided workbook design template.

If you’re ever trying to figure out the permissions required to access a certain screen, perform the following: First, navigate to that screen as a user who can access it (like an Administrator), then save that URL. Next, try to access the same URL with a user you’re trying to give the permissions to. NetSuite… Continue reading Quickly figure out missing permissions

Type the first few words of the record type you looking for (i.e. “sale” for a sales order, “cu” for a customer) then a colon (:), and then your search query to narrow your search to just records of that type. As an example to search the customer ABC Company, Type cu: ABC Company in the Global… Continue reading NetSuite Global Search Prefixes

Field Name in Saved Search Record Type in Workbook Required Join in Workbook Field Name in Workbook Main Line Transaction Line Transaction > Transaction Line Main Line Tax Line Transaction Line Transaction > Transaction Line Tax Line Closed Transaction Line Transaction > Transaction Line Closed Account Type Account Transaction > Transaction Line > Transaction Accounting… Continue reading Differences in fields between the saved search and the workbook

Quick Navigation through Tab Shortcuts When you see a tab or field with a letter underlined, try pressing Alt-underlined letter (or on a Mac, control-option-underlined letter). NetSuite is providing an easy way to identify how you can navigate to that tab or field using a keyboard shortcut. These tab shortcuts help you to speed up… Continue reading Tab Shortcuts

This will only apply to the Date field and not the Date/Time field. These shortcuts are case sensitive There are keyboard shortcuts that are available for anyone to use. “y”: Yesterday “t”: Today  “T”: Tomorrow “l”: End of last month “m”: End of the current month “+” will go forward one day “–” will go back one day… Continue reading NetSuite Date Field Shortcuts