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NetSuite Implementation – Should you bring in historical transactions?

Posted by Sara Duong, Consultant on Apr 16, 2024 11:00:00 AM

With every new NetSuite implementation, there is a decision to make with what to do with historical data. Should you import just the month-end trial balances, or bring in all the individual transactions? Cleanest and most common choice is to bring in monthly trial balances. Though not impossible, it is a heavy lift to properly bring in the transactions into NetSuite.  

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Tags: NetSuite, ERP, NetSuite Partner, NetSuite How To's, Accounting, NetSuite Tips, Financial, NetSuite Integrations, NetSuite Administrator, data, Netsuite Language, Netsuite ERP, Netsuite Updates, History Record, NetSuite Features, NetSuite Support

Workflow Instance and History Record Management

Posted by Kevin Suh, NetSuite Administrator on Aug 10, 2023 3:58:44 PM

Did you know you can experience unexpected errors across different transactions due to the overwhelming number of workflow instance history? Based on your workflow setup (keep instance and history option), it can generate billions of unnecessary instances which cause performance issues on the database.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Workflow Instance, Record Management, History Record

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