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Short & ‘Suite: Workflows Using the Lock Record Feature

Posted by Jesse Guzman, Consultant on Oct 27, 2020 12:13:29 PM
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Tags: NetSuite Tips

Short & ‘Suite: Expense Report Policies

Posted by Sarah Emery, Senior Consultant on Oct 21, 2020 2:51:09 PM
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Tags: NetSuite Tips

Short & ‘Suite: Tax Settings on Installment Payments

Posted by Sarah Emery, Senior Consultant on Sep 29, 2020 4:40:31 PM
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Tags: NetSuite Tips

Short & ‘Suite: Bill Credit Due Date

Posted by Sarah Emery, Senior Consultant on Sep 22, 2020 11:03:48 AM
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Tags: NetSuite Tips

Short & ‘Suite: Manufacturing Preferences in NetSuite

Posted by Sarah Emery, Senior Consultant on Sep 16, 2020 10:20:05 AM
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Tags: NetSuite Tips

Item Types in NetSuite

Posted by Sarah Emery, Senior Consultant on May 22, 2020 9:00:00 AM

 

If you buy or sell products or services using NetSuite, then you have probably noticed the wide array of item types available for selection when entering new items.  Determining which type is right for your application can feel overwhelming when you are first getting started in NetSuite but once you understand the basic differentiating factors between each type, you’ll find it to be a much clearer process.  In this post, I will provide details on what distinguishes each item type and share a few practical use cases along the way.

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Tags: NetSuite How To's, NetSuite Tips

Five Tricks for Creating Scriptable Email Templates

Posted by Sarah Emery, Senior Consultant on May 15, 2020 1:12:00 PM

 

Scriptable email templates in NetSuite allow you to harness the capabilities of HTML and FreeMarker code to create highly-customized emails for both internal and external communication.  In addition to supporting the display of both standard and custom fields in both the subject line and email body, scriptable templates also support the use of more advanced coding functionality like the insertion of subtemplates, current date/time, and dynamic formatting for multi-select field values.  In this blog post, I’ll share the basic steps for setting up a new scriptable email template and provide five of my favorite tricks for making them even more useful.

 

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Tags: NetSuite How To's, NetSuite Tips

Creating Custom Sublists

Posted by Sarah Emery, Senior Consultant on May 8, 2020 9:48:00 AM

 

While most NetSuite instances that I encounter make good use of custom fields, custom forms, and custom subtabs, one of the custom configuration options that I don’t see enough organizations taking advantage of is custom sublists.  Custom sublists are groupings of data from either standard or custom records under a parent record.  Examples of standard sublists include the Transactions list on the customer record, the Related Records list on transactions, and User Notes on an item record.  In this post, I’m going to cover the basics of creating a custom sublist and applying it to a record as well as share a few practical examples of custom sublists that I’ve seen.

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Tags: NetSuite Tips

Free NetSuite Training

Posted by Sara Duong, Consultant on May 1, 2020 8:28:02 AM

 

Yup, you read it correctly.  NetSuite is offering access to free training videos. This may be for a limited time due to COVID-19.  Take advantage while you can.

 

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Tags: NetSuite Tips

When to Use Advanced PDF Templates

Posted by Sarah Emery, Senior Consultant on Apr 28, 2020 9:38:32 AM

 

When configuring a transaction form in NetSuite, there are two distinct options for PDF type – Basic and Advanced.  While both options allow you to customize the content and layout of your PDF form, there are benefits and limitations that come with each option, so it’s important to understand which option is most appropriate based on the specific changes that you’re looking to make.  In this post, I’ll provide some details on both form types and share some guidance on when you should choose an Advanced PDF template over a standard version.
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Tags: NetSuite Tips

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