Scenario A user created a Task using a custom form different from their preferred form. However, the form switched to their preferred form when editing the record. Solution Navigate to Customization > Forms > Entry Forms Selected Custom Form: Click Edit Store Form With Record: Enter checkmark Click Save
Category: Administration
Shortcuts in NetSuite
Use “t” to autofill today’s date in date fields. Use “y” to autofill the previous day’s date. Press “Shift + t” to autofill the following day’s date. Type “m” to autofill the last day of the current month. Use “Alt + g” (Windows) or “Option + g” (Mac) to access the global search bar. Use… Continue reading Shortcuts in NetSuite
Renaming of the System Notes Permission
The existing name used for the System Notes permission will change to System Notes for Analytics and REST, Effective from June 10, 2025. The System Notes for Analytics and REST permission allows you to query system notes through the analytics data source. This update won’t change how the permission works. The permission will continue to… Continue reading Renaming of the System Notes Permission
Material Requirements Planning (MRP)
Material Requirements Planning (MRP) in NetSuite is a powerful tool designed to streamline manufacturing and inventory management by ensuring that materials and components are available for production and delivery while optimizing inventory levels. It helps businesses plan purchasing and production activities, maintain optimal stock levels, and meet customer demand efficiently. Below is an overview of… Continue reading Material Requirements Planning (MRP)
Consider the User’s Subsidiary in Generating the List of Transactions on the Bulk Approval Page when Using a Custom Approval Workflow
Scenario Add a Formula on the Add Button action of a Workflow to consider the user’s subsidiary in showing the list of transactions on the bulk approval page (for example: Approve Bills page) and displaying the Approve button on transaction records. The standard subsidiary restrictions will not be followed because the bulk approval page generates the list based on the Custom… Continue reading Consider the User’s Subsidiary in Generating the List of Transactions on the Bulk Approval Page when Using a Custom Approval Workflow
Engineering Change Order
The Engineering Change Order feature lets you generate engineering change order (ECO) records. These records document changes to your Bills of Materials (BOMs) and authorize the implementation of those changes. Using the ECO record, you can list item and bill of materials to be updated, and specify reasons for the change. Through the SuiteApprovals workflow,… Continue reading Engineering Change Order
Defining an outsourced manufacturing location
Go to List > Relationship > Vendors On the Vendors page, click Edit next to the vender who will outsource manufacturing for you. Click the Outsourced Manufacturing subtab. Beside the Manufacturing Locations field, click the arrow icon. In the Choose Manufacturing Location list, select the location or locations, for the outsourcing vendor. Click Done. Click Save.
There are Available Quantity on the Lot Numbers but there are Zero/Less (Mismatch) Available Quantity on the Location
Scenario If there are less Quantity Available on the Item Record’s Location sublist as compared to the Inventory Detail subtab’s Lot Number Quantity Available, it is possible that there are Committed Quantity on the Sales Order but does not contain Inventory Detail or Lot Number (also possible on Serial Number Available). This is because you… Continue reading There are Available Quantity on the Lot Numbers but there are Zero/Less (Mismatch) Available Quantity on the Location
Account Dropdown List is Empty in the Print Checks Page
Scenario When user goes to the Print Checks page, no account shows up in the Account dropdown field. Solution User may re-print the check by putting back the checkmark on either the Transaction’s To be Printed box or on the Bank Account Register. Transaction’s To be Printed box Navigate to Transactions > Bank > Write Checks > Lists Locate the Check transaction to be re-printed and click Edit To be Printed box: Put a Checkmark Click Save, or Save &… Continue reading Account Dropdown List is Empty in the Print Checks Page
Tips to use NetSuite
Reports and Searches Web queries allow admins to share many reports with colleagues that don’t have a NetSuite license. Navigate to the Report, click Customize and under the More Options tab, click the box for Allow Web Query. You can export the report to Excel and, once saved, the report will refresh with the latest… Continue reading Tips to use NetSuite