A Single arrow is displayed in the dropdown if the number of options is less than or equal to that mentioned in the set preference. If the options are greater than that mentioned in the Set Preference, the double arrow is displayed. The benefit of a double arrow dropdown is that, we can directly type… Continue reading Types of dropdown in NetSuite
Tag: NetSuite Tips and Tricks
Favorites Feature Available in Dropdown Lists
You can select up to five favorite items in the Customer, Add Multiple, and Items fields on sales orders. In the Add Multiple field, you can show only your favorite items by selecting the Show favorites only box.You can now apply an uplift at any point in the subscription term as well as during subscription… Continue reading Favorites Feature Available in Dropdown Lists
Use NetSuite’s built-in shortcuts and hotkeys
NetSuite has hotkeys and shortcuts built into almost every area of the system. Proper usage of these hotkeys can allow you to use NetSuite without a mouse and speed up your data entry processes. Searching All Data in Your Account: Press Alt + G to move your cursor directly into the Global Search field. Entering Data: Most… Continue reading Use NetSuite’s built-in shortcuts and hotkeys
Quickly figure out missing permissions
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
NetSuite Tips & Tricks
Saved Searches and Reports When viewing NetSuite reports (not saved searches) use the following shortcuts on your keyboard: Use Page Up to navigate to the previous page within a report. Use Page Down to move to the next page of a report. Press Home to quickly access the first page of a report. Press End… Continue reading NetSuite Tips & Tricks
Tips and Tricks on NetSuite
If admins are not seeing a certain feature, make sure it’s turned on by going to Setup > Setup Manager. Then search for the feature you’re looking for and see if it’s enabled. Admins can reschedule system maintenance by navigating to Setup > Company > Customer-Scheduled Maintenance and clicking Reschedule next to the maintenance item.… Continue reading Tips and Tricks on NetSuite
Some basic NetSuite Global Search Keywords
We can use NetSuite global search to open records or pages quickly. For this type the first few letters of the record type needed to be opened and then type the search query(like record id).E.g: For opening a customer record, type “cu:” and type the name/id of the customer. cu: 001 Test Customer Or if… Continue reading Some basic NetSuite Global Search Keywords