821 results total
Browse NetSuite solutions for beginner users, filtered by topic and audience.
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To grant a NetSuite role access to custom records, navigate to Permissions > Lists Tab and add the Custom Record Entries permission. For granular control, utilize the Custom…
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Access to the 'View Billing Information' page in NetSuite is managed through the 'Billing Information' permission. This permission can be assigned to custom roles, providing granular control over…
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To enable global search functionality for users in NetSuite, the 'Lists-Perform Search' permission must be assigned to their respective roles. This permission allows users to access and utilize…
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To enable users to publish knowledge base articles in NetSuite, navigate to Setup > Users/Roles > Manage Roles. Edit the relevant role and add the 'Knowledge Base' permission,…
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To access the NetSuite Support Account Center, an Employee record must be assigned the 'NetSuite Support Center' role. NetSuite Support confirms that this role cannot be granted to…
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To grant the Sales Person role access to the Transaction sublist in NetSuite, navigate to the role's permissions and add the 'Financial History' permission with a 'View' level.…
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To grant a solution provider access to your NetSuite account, contact NetSuite support. Request the necessary partner access, noting that specific roles and user limits may apply. Ensure…
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NetSuite's Quantity Pricing Schedules enable multiple distinct items to be linked to a single pricing schedule. This configuration ensures that the combined quantity of all associated items contributes…
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To group NetSuite reports by parent class and then by sub-class at the line level, replace the standard "Class: Name" field with "Class: Name Grouped" in the first…
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To group sales data by a custom project field in NetSuite reports, customize the report by adding 'Project : Name (Grouped)' as a column. Ensure the 'Group' checkbox…
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To prevent blank quantity fields from affecting your NetSuite saved search results, use the NVL function. This formula replaces any null or blank quantity value with zero, ensuring…
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For customer overpayments or unapplied wire transfers, it is best practice to enter them as customer payments. This creates a credit in Accounts Receivable that can then be…
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