821 results total
Browse NetSuite solutions for beginner users, filtered by topic and audience.
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NetSuite natively supports importing bank statements in BAI2 format. For other formats like BAI that need conversion to OFX, various third-party tools are available. Once converted to OFX,…
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Matrix options in NetSuite can be imported as a standalone list. To ensure successful import, the custom list intended for these options must be explicitly marked with the…
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Importing end-of-month balances into NetSuite is efficiently managed through journal entries. Import balances dated the last or first day of each month, ensuring only the delta is imported…
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To import open gift certificates into NetSuite, they must be processed through a sales transaction such as a Sales Order, Cash Sale, or Invoice. The recommended method involves…
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NetSuite's project task import feature is exclusively for creating new project tasks. It does not support updating existing tasks. Users must create new records when importing project tasks,…
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To import sales teams against transactions in NetSuite using a CSV file, users must utilize the 'multiple files to upload' option during the import process. This feature enables…
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NetSuite does not support importing vendors and their associated contacts in a single file. To successfully import both, users must perform two separate imports: first for the vendor…
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To inactivate parent departments or classes while keeping their child segments active, navigate to the respective classification list view, enable 'Show Inactives', mark the parent segments as inactive,…
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To include a user's signature in NetSuite transaction emails, insert the `${preferences.MESSAGE_SIGNATURE}` tag into the email template. This tag automatically retrieves and displays the sender's configured signature. If…
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To include a 'View Record' link in NetSuite Saved Search email alerts, navigate to the Saved Search's Email tab. Under the 'Customize Message' subtab, check the 'Include View…
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To include inactive records in a NetSuite global search, append the "+" character to the end of your search string. This simple modifier allows users to retrieve results…
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By default, NetSuite prints only inventory items on transactions. To include non-inventory items such as services, discounts, and descriptions, enable the 'Show Non-Inventory Items on Printed Forms' option.…
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