1. Go to Your Dashboard -> Personalize It: Navigate to the dashboard where you want the Saved Search. Click on Personalize Dashboard (usually at the top right). 2. Add Custom Search Portlet: In the Personalize Dashboard panel, look under Standard Content. Drag the Custom Search option and drop it onto your dashboard. 3. Set Up… Continue reading How to add Saved search to NetSuite Dashboard
Author: Steffy Augustine
Use “Main Line”, “Shipping Line”, and “Tax Line” in saved search
In a saved search, you can decide on which level you want to see the data. For this you have three criteria in the criteria section of your saved search. You have the criteria “Main Line” which is used to determine whether you want to see only the header level of your record/transaction or not.… Continue reading Use “Main Line”, “Shipping Line”, and “Tax Line” in saved search
Inventory Count
To perform an inventory count in NetSuite, navigate to Transactions > Inventory > Enter Inventory Count > List. You can view existing counts or start a new count by selecting the appropriate options and entering the necessary details for your inventory items. Viewing Physical Inventory Counts The inventory count screen in NetSuite allows for various filtering… Continue reading Inventory Count
Quota in NetSuite
In NetSuite, a quota is typically associated with sales quotas, which are performance targets or goals assigned to sales representatives or teams. A quota defines the amount of revenue, sales, or other key metrics (such as units sold) a salesperson or team is expected to achieve over a specific period (e.g., monthly, quarterly, or yearly).… Continue reading Quota in NetSuite
Forecasting Feature
In NetSuite, forecasting is a feature that allows businesses to predict future demand for products, helping to manage inventory, procurement, and production more effectively. Demand Planning: Forecasting is a core part of Demand Planning in NetSuite. Demand plans are based on historical sales data, seasonal trends, promotions, and other factors that influence future demand. NetSuite’s… Continue reading Forecasting Feature
Time-Phased Replenishment and demand planning
In NetSuite, an item is listed in Demand Planning only if the Replenishment method is set as Time-Phased in the Item Record because this method provides the necessary time-based framework for inventory replenishment. Time-Phased Replenishment calculates when and how much inventory needs to be ordered based on future demand forecasts over specific time periods (e.g.,… Continue reading Time-Phased Replenishment and demand planning
Work orders not listing for completion
In NetSuite, work orders which are “In Progress” can only be marked as “Completed.” To ensure a work order is eligible for completion, the WIP (Work in Progress) checkbox must be checked in the Work Order record. The WIP checkbox in NetSuite’s work order helps you track the Work in Progress status of the work… Continue reading Work orders not listing for completion
Tools for ETL Testing:
There are several tools that can be used for ETL testing: QuerySurge: A tool designed specifically for automating data testing in ETL processes. Talend: Provides an ETL testing framework that helps automate and validate data integration processes. Informatica: Offers tools for ETL testing, including data validation features. Apache JMeter: Can be used for load and… Continue reading Tools for ETL Testing:
Marketing Tools in NetSuite
1. Campaign Management Campaigns: You can create and track marketing campaigns, whether email, social media, events, or other initiatives. NetSuite allows you to associate leads, opportunities, and sales to specific campaigns. Segmentation: You can define target audiences and segment customers based on criteria like demographics, purchase history, or behaviors. This helps you send relevant messages… Continue reading Marketing Tools in NetSuite
Flanky Test
A flaky test is an unreliable software test that sometimes passes and sometimes fails for the same code. Flaky tests are problematic because they reduce confidence in the test suite and make it difficult to determine if a failure represents an actual regression. Flaky tests are one type of test within a software test suite… Continue reading Flanky Test