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How to Access Newly Assigned Roles in NetSuite
When a new role is assigned to a NetSuite user, it will not immediately appear in their list of available roles. To access the newly assigned role, the…
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NetSuite administrator
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How to Access the ‘entitystatus’ Field in NetSuite Workflows for Sales Records
To access the 'entitystatus' field in NetSuite workflows for records such as Proposals, Estimates, Quotes, and Opportunities, use the field title 'Opportunity/Estimate Status'. This field dynamically populates based…
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How to Access the Audit Trail for NetSuite Enable Features
To access the audit trail for NetSuite's Enable Features, navigate to the Enable Features page. The Audit Trail link is typically found within the 'More' list in the…
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How to Access the NetSuite Account Center?
To access the NetSuite Account Center, users must have the "NetSuite Support Center" role assigned to them. Even with an Administrator role, this specific support role is mandatory…
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How to Accurately Reference Discount Information in NetSuite Searches?
NetSuite uses {discountamount} for line-specific discounts and {transactiondiscount} as a flag for transaction-level discount lines. The actual discount value for transaction-level discounts is found in the 'Amount' field…
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How to Achieve Multiple Level Grouping in NetSuite Saved Searches?
Standard NetSuite saved searches do not support multiple levels of grouping. To achieve this functionality, users must utilize NetSuite's reporting features or develop a custom Suitelet. These alternatives…
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How to Activate Your Oracle NetSuite MyLearn Training Account?
To activate a NetSuite MyLearn training account, users need an Oracle.com account. Navigate to the activation link, log in, and select 'Go' on the training offering within NetSuite…
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How to Add a Blank Line to NetSuite Transaction Printouts Using Custom Fields?
To add a blank line on NetSuite transaction printouts, create a custom transaction column field. Ensure it's configured as 'Free Form Text' with 'Store Value' set to false…
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How to Add a Custom Button to a NetSuite Record Form Using a Formula Field
A custom button can be displayed on a NetSuite record form by entering a specific HTML and JavaScript formula into a Formula (Text) field. This method creates a…
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How to Add a Custom Transaction Body Field to NetSuite Web Store Checkout?
NetSuite allows the addition of custom Transaction Body Fields to the Web Store Checkout. By enabling the 'Web Store' option in the field's 'Applies To' subtab, the field…
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How to Add a Sales Order Barcode to NetSuite Printed Forms
NetSuite supports adding barcodes to printed forms, such as sales orders, by configuring Advanced PDF/HTML Templates. These barcodes are designed to display the Transaction ID (TranID), enabling efficient…
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How to Add a State/Province Filter to NetSuite Saved Searches (2014.1)
To add a State/Province filter to a NetSuite saved search, edit the search to include a Formula (Text) field for {state} in Criteria, Results, and Available Filters. Configure…
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