In NetSuite, we can utilize a simple workflow to automatically send emails upon transactions or perhaps scheduling a weekly automated customer statement. However, there may be cases where we would like to send to multiple emails that may change depending on the customer/vendor or other entity. We will use the example of a workflow for automated customer statement emails to walk through how to create this specific custom email field.
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Custom Fields, Workflow, Automated Emails
When creating custom fields that are many different options to choose from. The different options being in the field type, how the field is getting its value, are you using a list or saved search, do you need it to store its value, the list is quite long. There is one option that can be overlooked that is quite powerful, that field is the Global Search checkbox.
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Custom Fields, Search, Global Search
Here's a handy tip for creating drop-shipped items: you can set your preferred vendor and purchase price on the item record itself! This sublist on the Purchasing/Inventory subtab of the item record will reference the vendor in which you are ordering the item from.
Tags: NetSuite, ERP, NetSuite Partner, NetSuite How To's, Accounting, NetSuite Tips, Financial, NetSuite Integrations, NetSuite Administrator, Netsuite Language, Netsuite ERP, Custom Fields, Netsuite Updates, NetSuite Features, NetSuite Support, PO Rate
Netsuite forms will contain native fields on their pages and sometimes that is not enough. When additional fields are needed on a form, custom fields come into play. Custom fields allow you to add a variety of options on your form. When deciding to add a custom field, you have a few options to find the page to create a custom field.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Customize, Customization, Custom Fields
NetSuite provides a variety of search tools to identifyimportant information, filter criteria, and obtainthe real-time data. I will shareone of the latest NetSuite search tips, methods, formula restrictions, and the importance of using NetSuite’s tools to quickly find information. In this blog, I will share the great tip to count the number of selected values from the custom field.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, Customization, Custom Fields
