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Browse practical NetSuite answers in NetSuite administrator, filtered by topic, audience, and difficulty.
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NetSuite allows certain reports, such as sales reports, to be queried directly from Excel using Web Query functionality. While some financial reports like the P&L may not support…
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NetSuite supports setting up special pricing tailored to individual customers by assigning specific price levels. For enhanced management, especially with multiple special items, utilizing pricing groups is recommended.…
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To share accounts in NetSuite OneWorld, select the desired subsidiaries in the account record's Subsidiary field or check "Include children." For subsidiary-specific Accounts Receivable, create individual accounts restricted…
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To make a saved search accessible to other NetSuite users, it must be configured as a Public saved search. While public searches respect underlying record permissions, the 'Run…
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To share unassigned items across different departments in NetSuite, adjust the relevant permission roles. Ensure these roles are configured to include 'Own', 'Subordinate', and 'Unassigned' access levels. This…
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To sort a table in a NetSuite Advanced PDF/HTML template, use the FreeMarker sort_by function. Apply it to your list variable, specifying the column name for sorting. For…
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To source a body field for main line accessibility, create a custom free-form text column and set its stored value to 'false'. Then, on the Validation & Defaulting…
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To source a field two levels deep in NetSuite, first create a custom transaction field that sources the immediate parent record. Then, create a second custom transaction field…
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To source data from a customer record to a project record in NetSuite, use the parent joined record. For validation and defaulting, apply the formula {parent.phone} to retrieve…
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When performing CSV imports in NetSuite, the small pencil icon next to mapped Record/List fields on the mapping screen allows users to define how the incoming data references…
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Once an email blast or mass update is initiated in NetSuite, it cannot be stopped. The system processes these operations to completion, regardless of any errors in criteria…
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Custom forms can be stored directly with custom records in NetSuite. To enable this, locate the 'Store form with record' checkbox on the custom form's configuration and activate…
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