CuriousRubik · Blog
The main difference we observe is a saved search should be assigned to group but not vice versa.
Read article: Confused to choose between “Saved Search” and “Dynamic Group” Here we go…
Layer Description Layer 1 Define Permission : Which records can the role see and with what level of data access (None – remove the element, view, create, edit and full) Layer 2 Restrictions: Assign access to employees, departments, class, …
Read article: Know how NetSuite categorize its Roles and Permission for objects
After creating new Custom Centres and Categories, user sometimes will not be able to see the Categories or Links in the newly created Centre. This might be due to the Browser Cache. Once the Browser Cache is deleted the issue will be …
Read article: Unable to see the “Links” under the “Categories” when creating a “Custom Centre”
Create a Workflow Field of type List/Record and select the record type as list. For example if we want to open the Invoice record in Edit mode, select the type as List/Record and Value as Transaction. In the first state of the workflow …
Read article: Using Workflow here is the method to open a record in Edit Mode
This issue rises for the role in which there is no custom record permission that we want to open. To resolve this, Go to Setup > Users/Roles > Manage Roles Edit the Custom role used for Importing Under Permissions tab, Lists Subtab, add …
Read article: Make custom record available for Import Assistant
End-users need training to hit the ground running with any new software system. NetSuite’s User Adoption Strategy and Tailored Training for End-Users drive success, accelerate user adoption and help users become productive fast.
Read article: NetSuite User Adoption
This will be helpful when user time format is in hh:mm AM/PM Follow the bellow steps to create a custom field that will convert the time am/pm to 24 hour time. Create the Time field. Go to Setup – Customization – Lists, Records, & Fields – …
Read article: Trick to convert a custom field from am/pm time to 24 hours format
At one point or another, most organisations consider implementing NetSuite to increase efficiency in their business operations. These organisations will require assistance from an experienced NetSuite partner. Planning and establishing a …
Read article: NewYork NetSuite Implementation Services
Go to Setup > Customization > CRM Fields > Click New. Enter a value on Label field. Choose List/Record on Type field. Choose Transactions on List/Record field. Check on Store Value field. Check on Record is Parent. On Applies to > check on …
Read article: Best practice to display sub list record on specific transaction type
In the Payee field of Bill Payment page, some vendors show numbers/code and some are not.
Read article: Show Vendor Name/Code and Company Name in Transactions