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Browse practical NetSuite answers in NetSuite administrator, filtered by topic, audience, and difficulty.
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While direct date range inputs may not always appear on NetSuite dashboard portlets, users can leverage available filters on saved searches or click through to the full search…
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NetSuite company-wide preferences are configured under Setup > Company > General Preferences. Administrators can set default options for all users and determine if users can override these settings.…
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To apply role-based restrictions to a custom record in NetSuite, create a custom field of type 'List' or 'Multi-Select' on the custom record. Ensure this field uses the…
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NetSuite time entries are primarily approved via the "Transactions > Employees > Approve Time" page. While custom workflow buttons can be added to individual time entries and are…
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To define the subtab for a custom field in NetSuite, navigate to the custom field definition. On the 'Display' tab, locate the 'Subtab' field. From the dropdown menu,…
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To assign a specific custom form to a NetSuite role without scripting, configure the form's 'Roles' tab to set it as preferred for the desired role. Additionally, on…
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To direct online case forms to a specific entry form, implement a hidden custom checkbox field. Use a client script on pageInit to set this field, and an…
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To assign customer-specific invoice layouts in NetSuite, create a custom field on the customer record to store the desired invoice form. Implement a workflow triggered upon invoice creation…
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NetSuite allows assigning multiple partners to a customer, similar to sales teams. Utilize the Multi-Partner Management feature to associate several partners with a customer record, defining their respective…
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In NetSuite OneWorld, the default behavior for locations is a one-to-one relationship with subsidiaries. However, it is possible to assign multiple subsidiaries to a single location if the…
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While NetSuite's newer project template functionality primarily supports generic user assignment, specific project resources can still be added by utilizing the legacy method. This involves creating a standard…
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To associate sub-customers with activities for a parent customer in NetSuite, add sub-customers to the 'Attendees' sub-tab for events. For phone calls and tasks, include sub-customers in the…
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