In my previous blog posts, I’ve highlighted NetSuite’s saved search functionality and shown how you can use them to create dynamic reports to improve visibility into all business areas.  While you can create highly-customized saved searches that use joins to other records, formulas to perform automatic calculations, and even include SQL statements for advanced requirements, there are some instances where saved searches don’t entirely fill an organization’s reporting needs.  In those cases, you can leverage NetSuite’s custom report capabilities in order to bridge the gap.  In this post, I’ll share the basics of report customization in NetSuite and show how standard reports that are already available in your environment can be transformed to align with your specific needs.

Accounting Software is supposed to make running and managing your business easier, more efficient, and should give you visibility into your business. However, many owners are trying to run a sophisticated and complex business on rudimentary software. Their accounting team become frustrated and take too much time getting basic information. This costs owners money and does not give them real-time visibility into their business.

The ability to quickly and easily create custom fields in a variety of types in order to meet unique business requirements is one of the things that sets NetSuite apart from other ERP platforms.  In addition to creating checkboxes, open text fields, and date fields, NetSuite also allows users to source custom lists or existing records as drop-down lists using the “List/Record” field type.  In some cases, it is beneficial to give users the ability to select from all available values within the drop-down field.  At times, you may only want to expose a specific sub-set of data in the drop-down list in order to prevent mismatches and make it easier for users to the desired value.  By taking advantage of the Sourcing & Filtering options, you can limit the available values in a List/Record field to only those that apply at the time of entry.  In this blog, I’ll walk through setting up the Sourcing & Filtering options to create dynamic drop-down fields and share a few practical examples of using this functionality.

Data is not the most exciting topic to write about.  Those of you in charge of data may have nightmares of bad data, duplicate data and missing data inputs.  You may be working with data that live in different databases (systems). You may have a complicated yet effective excel spreadsheet that puts it all together for the company to use as business intelligence, but if you go on vacation, you may not be sure if anyone else can run the reports.

As you may have caught on by our previous blog posts, we really love NetSuite saved searches at Concentrus.  Saved searches have many uses and are one of the easiest tools to learn and use in NetSuite.  It doesn’t matter if you are an everyday user or log in occasionally to get the information you need, saved searches give you the tools to get the data you need, how you need it and when you need it.

If you’ve read any of my previous blog posts, you’ve probably gotten a sense of how much I like working with saved searches in NetSuite.  In my opinion, the saved search functionality is one of the most powerful and easy-to-use tools available to NetSuite users; whether you are brand new to NetSuite or are a highly-experienced user with a technical background, you’ll find that saved searches can make accessing data fast and easy.  In this post, we’ll discuss the basics of using Summary Types in saved searches (both as criteria and in the results) and look at a few practical examples that show how you can make use of Summary Types to enhance your searches.

NetSuite releases two system upgrades per year to all accounts, often providing new functionality within existing features in addition to launching brand new capabilities.  Prior to being upgraded to the new release, all accounts are given access to a release preview environment that allows users to preview the changes in a sandbox-like setting.  Detailed documentation describing all changes that are included as part of the new release are also provided at this time and can be accessed from the New Release portlet and in SuiteAnswers.  In this post, I’m going to share the five changes that are being made as part of 2019.2 that I am most excited about.

One of the most under-utilized customization options available within NetSuite is custom records. In fact, the customization-related question that I have heard from users more than any other is “what do people use custom records for?” Although custom records are native NetSuite functionality, many seasoned users haven’t created any and can’t really envision any practical applications for them, especially since NetSuite has such a vast array of standard record types and fields already available. In this post, we’ll take a closer look at the basic functionality and structure of custom records, and we’ll review some real-world applications to help give you some inspiration for ways you can use custom records in your NetSuite environment.

The SuiteAnalytics Workbook tool is a user-friendly analytics tool that combines the abilities of a report, saved search, and Microsoft Excel all in one.  Most users find themselves compiling a saved search or report within NetSuite, and then exporting the information outside to compile pivot or chart information within Excel.