- 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. You can then select from available dates and times (slots are first come, first served).
- Use the Copy to Account tool to move custom objects between accounts by going to Customization > Lists, Records & Fields > Record Types, then selecting the record adn clicking Copy to Account. You can select a target account, choose dependencies and record instances to include, then preview and deploy the custom record. Copy to Account is best for simple objects like custom fields.
- There are two types of non-production accounts: sandbox and development. Sandbox accounts include a full replication of your production account, including all customizations and data. Development accounts have all the features of your production account but none of the data if you don’t want users to see sensitive information. They also don’t include third-party SuiteApps.
- SuiteAnswers is a great place for admins to direct others for self-service as it’s accessible to all users. They can access it from any page in NetSuite by clicking Support > Go to SuiteAnswers or from the Help button at the top of the screen.
- Double-click the Oracle NetSuite logo in the top left-hand corner for quick details on the performance of your NetSuite instance to quickly identify potential issues.
- Download the NetSuite Application Performance Management SuiteApp for a deeper look into system performance, including customizations and mission-critical operations. It shows a dashboard highlighting potential issues, performance KPIs, server and client response times, helps prioritize problems by usage and traffic, and more.
- Visit status.netsuite.com to see if problems with NetSuite are only affecting your account or hitting multiple companies.
Keyboard Shortcuts
1. When inputting a date, type “t” in the box to autofill with today’s date.
2. Type “y” to autofill with the previous day’s date.
3. Press “Shift + t” to autofill with the following day’s date.
4. Type “m” to autofill with the final day of the current month.
5. To reach the global search bar, press “Alt + g” (Windows) or “Option + g” (Mac).
6. Enter the first three letters of several record types in the search bar with either a colon or carat to search specific record types, like cus: for customer, con^ for contact, inv^ for invoice or “emp:” for employee
7. Search only exact matches by putting the term in quotation marks, e.g. “Tech Services Corp.”
8. Add % at the end of a search term for everything that starts with those letters. For instance, tech% will pull up anything that starts with “tech.”
9. Put percentages around a numeral to pull up any records containing that number, as in %495%.
10. Put an underscore between numbers to pull up customer numbers starting and ending with those numerals. Cu: 4_5, for example, shows customer records 415, 425, 435, etc.
11. To search up to three terms simultaneously, use “OR” (use capital letters) between the terms. Te% OR Tech% OR Techno% would turn up records with any of those prefixes.
12. To see your 12 most recently viewed records, hover over the circular arrow in the top-left corner. Click on the record to open it or hover over it and click edit to change the record.