How to Use NetSuite's Online Case Form with Custom HTML: A Step-by-Step Guide

NetSuite's External Online Case Form functionality allows companies to collect customer service inquiries directly from their website and have them entered automatically into NetSuite as Case records. This guide walks through how to set up an Online Case Form, use either the default or a custom HTML template, configure related settings such as customer creation and case profile defaults, and embed the form into your website.

 

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, HTML, Online Case Form, NetSuite CRM/Support

 

Introduction

Adding a custom popup dialog to a NetSuite record form allows you to create interactive UI experiences beyond what the native server widget dialogs provide. With a Client Script, you can fully control the popup’s content, logic, and styling.

This article shows how to use a User Event Script (UE) to add a button, and a Client Script (CS) to display a simple but customizable popup dialog using a <div>. The popup includes a button that updates its own content, demonstrating how you can react to user actions.  

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, SuiteScript, SuiteScript 2.1, User Event Script, Client Script, UI Customization, Popup

 Operating globally means dealing with multiple currencies—and NetSuite’s multicurrency and consolidation features make it easy to manage transactions, financial statements, and reporting across different currencies. Here’s how to set up multicurrency transactions, configure consolidated exchange rates, and even update them using CSV imports. 

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, SuiteScript, Multicurrency, Consolidated Exchange Rates

When printing transactions like purchase orders using NetSuite’s basic PDF/HTML forms, the line items often show the vendor's item name or code by default. If you prefer to display your internal Item Name/Number instead—for clarity or consistency—you can do this using a custom transaction line field and updating your form settings. 

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Items, SuiteScript, Basic PDF Print, Vendor Name/Code

 NetSuite provides the ability to automate the delivery of key reports through the scheduling feature on their saved searches. This feature lets you automatically email search results on a daily, weekly, or monthly basis, keeping your team informed without lifting a finger. 

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, SuiteScript, Schedule Saved Searches

The Revenue Recognition Field Map feature simplifies the mapping of transaction fields to revenue elements, ensuring both accuracy and compliance. Here’s how to utilize this feature effectively.

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, SuiteScript, Revenue Recognition, Field Mapping

NetSuite offers comprehensive revenue management capabilities that ensure adherence to accounting standards while automating the revenue recognition process. A significant challenge for businesses managing kit/package items in NetSuite is the accurate recognition and allocation of revenue. The Auto-Expansion for Revenue Management feature addresses this issue by automatically breaking down kit/package items into their individual components, facilitating precise revenue allocation.

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, SuiteScript, Auto-Expansion, Revenue Management, Kit/Package Items

Streamlining NetSuite Customization with the Copy to Account Feature

One useful tool in NetSuite when migrating certain data from one NS instance to another would be the Copy to Account (CTA) feature. This feature simplifies the process of transferring customizations between NetSuite accounts, eliminating the need for manual recreation.

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, SuiteScript, Copy to Account, Data Migration, NetSuite to NetSuite

In NetSuite, managing reseller permits is an important in handling tax exemptions for customers who purchase items for resale. This functionality ensures that you can easily track and validate tax-exempt transactions, comply with tax regulations, and maintain proper documentation for audits.

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Sales Tax, Reseller Permit, Tax Exemption

NetSuite's Global Search allows users to fine-tune their search experience. These settings, found under the Set Preferences menu, provide control over how searches are conducted and how results are displayed. Here's a closer look at these options and how they can optimize your workflow.

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Global Search, Set Preferences