Category: NS Administration

All articles / code related to Netsuite administration

Selecting Dependencies to Copy while copying a Account

This topic is step three of the Using Copy to Account topic. If you have not already done so, complete step two: Selecting a Target Account. Copy to Account calculates the dependencies, references, and instances related to your custom record, and organizes them into a table. The table shows you the objects your record depends on and… Continue reading Selecting Dependencies to Copy while copying a Account

Copy to Account and Enabling Copy to Account in Your NetSuite Account

Copy to Account Copy to Account is an administrator tool that copies a custom object between your accounts. Use Copy to Account to select a target account, choose dependencies, select record instances to include, then preview and deploy your custom record. The tool can copy one custom object (including dependencies and instances) at a time.… Continue reading Copy to Account and Enabling Copy to Account in Your NetSuite Account

Create Saved Search Shows Total Amount of Sales for the Last 6 months

Scenario User wants to create a Transaction Saved Search that shows the total amount of sales created for a customer in a 6, 12, and 18 month period. Solution Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter Title Example: Total Amount of Sales Orders per Customer Click Criteria tab Click Standard subtab Filter: Note: For every required field use the drop-down menu to… Continue reading Create Saved Search Shows Total Amount of Sales for the Last 6 months

Create Search to show Date when transaction hit the books (date approved or date posted)

Create a Saved Search to show Date when transaction hit the books (Date Approved or Date Posted) Solution 1. Go to Lists > Search > Saved Searches > New 2. Select Transaction as Search Type 3. On the Criteria tab > set Posting = Yes 4. On the Results tab add Formula (Text) > Formula = Case When {‌systemnotes.field} = ‘Posting Period’ then {‌systemnotes.date} end 5. Set Summary Type on the other important fields on the Results tab as… Continue reading Create Search to show Date when transaction hit the books (date approved or date posted)

Speed up business writing with generative AI

The NetSuite Text Enhance feature, powered by Oracle Cloud Infrastructure (OCI)(opens in new tab) generative AI service, embeds generative AI in numerous tasks across the suite to draft personalized, contextual content using relevant NetSuite data. Employees can then assess and revise that first draft content, speeding up their work. In this release, Text Enhance should… Continue reading Speed up business writing with generative AI

Improve planning with predictive analytics

57% of executives in our survey want improved forecasting, business, analytics, and decision support from AI. The 2024.1 release provides that by bringing Intelligent Performance Management (IPM) to NetSuite Planning and Budgeting(opens in new tab). IPM uses predictive algorithms powered by machine learning to continuously monitor and analyze plans, forecasts, and variances. The system highlights… Continue reading Improve planning with predictive analytics

Locking Closed Cases

Locked cases are closed cases that can be viewed but cannot be reopened, edited, or updated by anyone other than administrators. Cases that are locked do not have Edit or Grab links in the cases list. They cannot be updated from the Customer Center or using the Email Case Capture feature. Administrators, Support Administrators, and Support Managers can set… Continue reading Locking Closed Cases

Search Saved to Show Profitability Per Transaction

To create this search please follow the steps below:   1) Navigate to Reports > New Search > Transaction 2) Under Criteria tab: — Add Type is Sales Order — Add Main Line is False 3) Under  Results tab: — Add Sales Rep — Summary Type is Group — Add Number (this is the SO number) — Summary Type is Group — Add Amount — Summary Type is Sum — Add Item   — Add Quantity — Add Item Fields…Purchase Price (this is the cost of… Continue reading Search Saved to Show Profitability Per Transaction