821 results total
Browse NetSuite solutions for beginner users, filtered by topic and audience.
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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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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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To associate existing contact records with vendors and set a primary contact in NetSuite, utilize CSV imports. First, update contact records with the corresponding vendor names. Then, update…
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NetSuite marketing email templates do not allow direct file attachments. Instead, users can link to files stored in the NetSuite File Cabinet. For direct file attachments, the Bulk…
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Yes, NetSuite natively supports attaching files to purchase requests directly from the Employee Center role. Users can utilize the Communication tab on the purchase request transaction to upload…
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To auto-populate the Class field from the Department on NetSuite transactions, create a simple workflow. Configure it to trigger on transaction record load and update, with an 'On…
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To create NetSuite Contract records from Sales Order imports, enable the "Run Server SuiteScript and Trigger Workflow" option in CSV Import Preferences. For best results, import Contract records…
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To send mass year-end transaction summaries to customers in NetSuite, create a transaction saved search. Configure the email alert to dynamically select customer names as recipients, set a…
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For batch inventory transfers from an 'On Water' location to a warehouse, Inventory Transfers are generally recommended over Transfer Orders unless detailed fulfillment tracking is required. Both Inventory…
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Yes, NetSuite allows users to bundle saved CSV import mappings. This feature enables the transfer of predefined import configurations between different NetSuite accounts, streamlining data migration and setup…
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To calculate Annual Contract Value (ACV) on NetSuite line items, create two custom date fields for the line item to capture the start and end dates. Subsequently, implement…
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