969 results total
Browse practical NetSuite answers in NetSuite administrator, filtered by topic, audience, and difficulty.
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To calculate the interval, create a Formula (Numeric) column in your saved search. Set the Summary Type to Maximum and use the formula `MAX({date}) - MIN({date})`. This will…
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To capture Purchase Request rejection reasons, create a custom record linked to the Purchase Request. A workflow action, ideally using custom scripting or actions for pre-rejection capture, prompts…
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When a customer's currency needs changing with open transactions, NetSuite offers solutions. Options include deleting and re-entering transactions, creating a new customer record for the desired currency, or…
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To change a former NetSuite employee's email, first edit the employee record and delete the existing email, removing access if applicable, then save. Re-edit the record, enter the…
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To change a purchase order's currency in NetSuite, ensure the vendor record has multiple currencies enabled. Navigate to the vendor record, then to the Financial subtab, and configure…
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To change the owner of a NetSuite saved search, administrator access is required. The current search owner cannot transfer ownership without administrator permissions. The only workarounds are for…
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To change an existing contact's role in NetSuite, navigate to the Contacts sublist. There, locate and click the 'Update Primary' button. After clicking 'Update Primary', select 'Edit' to…
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To change a user, deactivate their access and remove their role. If the user was a primary contact, submit a self-service request via the NetSuite 360 - Plus…
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NetSuite users must weigh the reliability and inherent reporting capabilities of standard segments (Department, Class, Location) against the enhanced flexibility and customization options of custom segments. Standard segments…
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To clear a picklist field value in a NetSuite workflow, do not use the "Static Value" option with a blank selection. Instead, configure the "Set Field Value" action…
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While an account's currency generally cannot be changed after transactions, it may be possible to clear the currency for account types where it is not mandatory. This specific…
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To combine NetSuite saved search data for charting, ensure searches are of the same record type and columns match charting format, often requiring custom development or external tools.…
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