Did you know that you have the power to dynamically alter the Custom Form used for Sales Orders in NetSuite based on your selected customer? This can be an incredibly handy feature when you require distinct PDF forms or record formats for specific customers. Let's walk through how you can achieve this!
Tags: NetSuite, Customer Service, NetSuite Partner, NetSuite How To's, NetSuite Tips, Sales, NetSuite Administrator, Sales Order, Netsuite ERP, Sales Order Form
Are you currently utilizing Netsuite's customer support services? To enhance response times and establish a more scalable customer support system, Netsuite has implemented a streamlined process known as "Authorized Contacts" in alignment with the Terms of Support Service.
Tags: NetSuite, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Administrator, Netsuite ERP, Authorized Contacts, Account Center
We find ourselves in the midst of an implementation process, and the timing of the upcoming NetSuite release updates couldn't be more inconvenient. It's right in the heart of our user acceptance testing phase, which not only poses a risk of disrupting our testing but also threatens to delay our go-live plans. Historically, unless you were subscribed to premium support, you had no choice but to adhere to the assigned release update schedule. However, if your system is running on the OCI database structure, you now have the flexibility to reschedule these release dates to better suit your needs.
Tags: NetSuite, NetSuite How To's, NetSuite Tips, NetSuite Administrator, Netsuite ERP, Netsuite Updates, Changing Schedules, Request Different Dates, OCI Database
Unlocking the Power of NetSuite's Inventory Status Feature
When it comes to managing your inventory effectively in NetSuite, there's a fundamental tool you shouldn't overlook: the Inventory Status feature. In this article, we'll guide you through the process of enabling and utilizing this crucial feature, helping you gain better control over your inventory.
Tags: NetSuite, NetSuite How To's, NetSuite Tips, Inventory, Netsuite ERP
Understanding Data Extraction Options in Netsuite
When it comes to managing data in Netsuite, having a grasp of your data extraction options can significantly impact your workflow efficiency. In this article, we'll explore the various export options available in Netsuite and shed light on the differences between CSV and Excel exports. So, let's dive in!
Tags: NetSuite, NetSuite How To's, NetSuite Tips, data, Excel, CSV Import, Netsuite ERP, CSV, Pros Cons
Mastering CSV Data Upload in NetSuite
Let's kick off by delving into the process of integrating new data into the system. To access the CSV import tool, navigate to Setup → Import/Export → Import CSV Records:
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Workflow Instance, Record Management, CSV
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.
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Workflow Instance, Record Management, History Record
Are you a new user recently going through a net new implementation? Or maybe you’re just trying to brush up on some tips and shortcuts to help better utilize your NetSuite experience. Here are some easy-to-remember tips and shortcuts for you to use. These are some of the primary shortcuts for NetSuite.
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Shortcuts
What is a SOC report? SOC stands for service organization controls. Oracle NetSuite's SOC II is a type II report which means it covers both design and operating effectiveness, are prepared and audited by independent third-party auditors and covers controls on security, availability, and confidentiality.
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Shipping, compliance, SOC
NetSuite recently released ShipCentral, an application formerly known as PackStation which is built on the SCM Mobile framework. ShipCentral facilitates order fulfillment operations and comes included with the NetSuite WMS license. While the ShipCentral release back in Release 2023.1 presented exciting news for businesses in need of a robust shipping platform, it nevertheless missed some important functions used by many B2B or B2C companies. The upcoming 2023.2 ShipCentral release looks to address many of the requests and concerns and looks to be a very exciting release. We’ll take a look at some of the cliff notes which are available and provided by NetSuite here: NetSuite 2023.2 Release Notes.
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, Warehouse Management System (WMS), NetSuite Tips, Netsuite WMS, Shipping, International Shipping, Release Preview, ShipCentral, Warehouse Distribution
