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NetSuite Tips & Tricks

For all the power and flexibility of the NetSuite platform, there are complex tasks or specific company needs that require answers that are as unique as a fingerprint. In that spirit, RSM has created a library of advice, tips and solutions that enable NetSuite users to get pesky questions answered or ideas for tweaking a particular feature. We add new material regularly, so please check back for updates and suggestions.

Filtering transaction item lookups for sales orders

When creating a Sales Order in NetSuite, you can filter items that are returned in an Item Lookup. Here are steps you can follow.

How to add a saved search as a sublist to customer form

Create custom sublists based on saved searches to be added to various forms. This can be done for Transaction, Entity, Item and CRM forms.

Import and update the sales tax tables in your NetSuite account

NetSuite enables you to import sales tax codes for each state. The Version field on the State Tax Import page indicates the effective date.

Import online banking data and statement functions in NetSuite

The importing online banking data and statement functions in NetSuite are designed to increase efficiency in bank reconciliation.

Using embedded responsive YouTube videos in SuiteCommerce Advanced

We will demonstrate how to add a video to your SuiteCommerce Advanced site using Site Management tools to get a clean look on all devices.

NetSuite subtab and keyboard shortcut secrets

Learn why NetSuite subtabs will often show small circles and have certain letters underlined in the name and other shortcuts.

New inventory allocation features

Building on the customer priority and inventory commitment features, we bring greater functionality to inventory commitment on orders

Real-time shipping integration

This demonstrates how the custom content of the email is assembled in NetSuite to allow for tracking and customer transparency.

Setting up accounting periods

In NetSuite OneWorld, enable the accounting periods where you want to transact.This feature allows different accounting period rollups.

Real-time shipping integration

This demonstrates how the custom content of the email is assembled in NetSuite to allow for tracking and customer transparency.