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How to Make a Project Task Eligible as a Parent Task in NetSuite
To assign a project task as a parent task in NetSuite, the prospective parent task must not have any estimated hours allocated to it. If a task has…
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Difficulty: Beginner
Browse NetSuite solutions for beginner users, filtered by topic and audience.
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How to Make Excel Use Commas as CSV Delimiters in Windows
To make Excel use commas as CSV delimiters, adjust your Windows regional settings. Navigate to 'Administrative language settings' (via Control Panel or Settings app), then 'Additional Settings'. Set…
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How to Make Items Visible for Transactions in NetSuite Advanced Partner Center
To ensure items are visible for transactions in NetSuite's Advanced Partner Center, navigate to the individual item record. Locate the 'Preferences' subtab and enable the setting typically labeled…
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How to Make NetSuite Employees Available as Contacts?
Employees can be made available as contacts in NetSuite through two main configurations. The first involves enabling the 'Show Employees as Contacts' preference in Company General Preferences. Alternatively,…
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How to Make the Workflow Tab Visible on a NetSuite Custom Record Form?
To make the Workflow tab visible on a NetSuite custom record form, navigate to the form's customization settings. Under the Forms subtab, edit the form and enable the…
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How to Manage and Alter Customer, Vendor, and Partner Relationships in NetSuite
While a direct 'undo' button for established entity relationships with associated transactions is not available, NetSuite allows for the removal of specific entity subtypes (e.g., customer role) if…
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How to Manage and Remove Unwanted Intercompany Sales and Purchase Orders in NetSuite?
To effectively remove or disable intercompany sales orders and purchase orders in NetSuite, users should either reject pending intercompany purchase orders or unpair and then delete linked intercompany…
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How to Manage Character Limits for NetSuite Item Display Names?
NetSuite's standard Item DisplayName fields are not directly customizable for length. To accommodate more characters, users should leverage the 'Sales Description' and 'Purchase Description' fields, which offer significantly…
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How to Manage Custom Field Tab Assignments in NetSuite
When a custom field's tab is modified, its position on existing NetSuite forms will not automatically update. Additionally, assigning a custom field to a tab that does not…
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How to Manage Custom Transaction Field Visibility and Data Storage in NetSuite?
A custom transaction field's visibility and data storage are controlled by its 'Applies To' settings. While a field might appear on a custom form, its ability to store…
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How to Manage Google Drive Notifications for Slack and Email
Google Drive notifications, including those affecting integrations like Slack, are configured directly within the Google Drive web interface. Users can adjust their notification preferences by accessing settings, navigating…
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How to Manage Legal and Unofficial Customer Names in NetSuite?
To manage both legal and unofficial customer names in NetSuite, use the standard 'Company Name' field for the official legal name. Create a custom text field on the…
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