Optimize NetSuite Preferences NetSuite includes many preferences that users can set to configure the system for optimum performance. Users can review available preference options, at Home > Set Preferences. Users can adjust the following preferences to speed up page loading: On the Appearance subtab, Centers & Dashboards section, set the Landing Page preference to open NetSuite to a… Continue reading Tips to Optimize NetSuite Performance
Author: Aswathy S Vijayan
Create an Automatic Email Notification to be Sent to the Creator of a Journal Entry once it is Approved
Scenario User wants to generate an automatic email notification to be sent out to the creator of a journal entry once it has been approved. Solution The automatic email notification can be generated by creating a Transaction Saved Search through the following steps: 1. Go to Reports > Saved Searches > All Saved Searches… Continue reading Create an Automatic Email Notification to be Sent to the Creator of a Journal Entry once it is Approved
System Audit Functionality in NetSuite
One of NetSuite’s key strengths is its robust tracking capabilities, which allow users to monitor changes across nearly all record types. This feature is particularly valuable because it empowers non-technical users to easily access and review audit logs. However, the process of viewing these logs may not always be straightforward, as the navigation to access… Continue reading System Audit Functionality in NetSuite
Fixed Assets Management SuiteApp : Initial Set Up
Oracle NetSuite Fixed Asset Management (FAM) empowers companies to optimize their asset-related processes comprehensively. Through the capabilities of NetSuite, businesses can seamlessly navigate the entire lifecycle of their fixed assets, from acquisition to disposal. Installing the Fixed Assets Management SuiteApp: Prerequisites: Enable the following features prior to installing Fixed Assets Management Custom Records Custom Transactions… Continue reading Fixed Assets Management SuiteApp : Initial Set Up
Key Benefits and Features of NetSuite Planning and Budgeting
Planning and budgeting using spreadsheets in most organizations results in less collaboration, more inefficiency and is error prone. NetSuite Planning and Budgeting facilitates both company-wide and departmental planning with modeling capabilities, approval workflows and reporting within one collaborative scalable solution. Sales and operationally-driven strategic plans can be linked to long-term and near-term financial plans. The… Continue reading Key Benefits and Features of NetSuite Planning and Budgeting
What is Field Service Management?
Field Service Management (FSM) streamlines field service activities and helps your business optimize scheduling field resources. We can dispatch workers or contractors to locations outside the business to install, maintain, or repair equipment, systems, or assets. Different Field Service Activities: Field Service Scheduling Arrange employee schedules, service appointments, and expected work order completion timelines. … Continue reading What is Field Service Management?
DIGITAL TRANSFORMATION THROUGH ORACLE NETSUITE
Understanding Digital Transformation: Digital transformation is the buzz word today and almost all aspects of life are experiencing it in more ways than one. Digital transformation fundamentally alters everything. Business leaders are left with no choice but to embrace this phenomenon to remain competitive and to drive growth. This complex and daunting process extends much… Continue reading DIGITAL TRANSFORMATION THROUGH ORACLE NETSUITE
Error on CSV Import of Transactions: “Invalid entity reference key xx for subsidiary yy.”
Scenario User is trying to import a data through CSV but gets an error message stating: “Invalid entity reference key xx for subsidiary yy.” Solution The numbers (xx and yy) found in the error are the Internal IDs of the Entity record (Customer, Vendor, Employee, Other Name) and Subsidiary respectively that are found in NetSuite account 1.… Continue reading Error on CSV Import of Transactions: “Invalid entity reference key xx for subsidiary yy.”
How to Restrict Users from Updating Field Mapping of a Shared CSV Import
Scenario To restrict users from editing the mapping and settings of a saved CSV import that they have shared. Solution Ensure that the Allow Audience to Edit checkbox is unmarked. This checkbox can be found when going to the Setup > Import/Export > Saved CSV Imports > Access column, then Shared. As per Field Level Help, “Check this box to allow users with whom you… Continue reading How to Restrict Users from Updating Field Mapping of a Shared CSV Import
How to Run a Marketing Campaign
Setting Up the Marketing Group Note: Using the Marketing Manager role perform the below steps. This determines who will receive your marketing campaign. Go to the Campaigns drop down Go to Marketing Select Groups. Note: this will take you to the current groups set up which you can view or edit Click the New Group button Select either a Dynamic list (based on… Continue reading How to Run a Marketing Campaign