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Showing posts with the label Tips & Tricks

Global Search

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Global Search is the input bar on the top of you every NetSuite page.  You can think of it as the Google for your NetSuite environment and there are some cool things you can do to save time! Add prefixes to your search, the first three letter follow by a colon (:) is telling NetSuite to filter transaction type on the spot.  Here is an example: sa:119012 results in This is telling the search to filter to the sales order number. inv:325689 results in This is telling the search to filter to invoice number. Here is a cheat sheet for the abbreviations. To show all inactive records in the global search you can append the plus sign (+) at the end of the string text.  For example, em:33150+ To search using wildcard you can insert the percentage signs (%).  For example, if you type in Jack% H%le, you would get Jackson Hole in return, if there is a record of such.  The trick can also be applied in Saved Search filters. Combined search is possible when you insert OR in bet...

Field Help (and Fields) and Help in General

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In NetSuite, you will notice that there are fields everywhere on a record page.  The fields are attributes that tracks a particular piece of data for that particular object.  Fields can be system-defaulted or custom.  Some fields can behave differently than others.  For instances, the quantity subfield in an item record is system calculated and it cannot be changed on the record page, instead, it has to be done through adjustments.  Most fields you see can be edited and some are locked.  There are business reason behind why certain fields are locked vs open and that would largely depend on your company's decision. One tip to keep in mind is that every field label is also a link that loads up a pop-up help window.  Some pop-up may be blank and that may due to your administrator have yet to put anything in for it.  Most default NetSuite field would have a field help filled out.  When used properly, field help can be a good source of documentati...