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.

3 ways to boost sales with customer price lists

Turn price lists into a powerful selling tool with a few simple tricks by tailoring your price lists to each customer.

2018.1 NetSuite email changes

Why are my NetSuite emails coming from Starting 2018.1, two fields have been removed from the Email Preferences page.

Adding dimensions to fair value pricing

The ability to define a Fair Value Price List is a great feature within NetSuite’s Advanced Revenue Management (ARM) module.

Advanced revenue management overview

This Revenue Management Overview tip provides a high level overview of how to set up Revenue Recognition in NetSuite.

Avoid GL impact and average cost inaccuracy when using WIP and routing

Identify the WIP and Routing configuration that will allow this inaccuracy as well to determine how to modify your operations.

Creating a CyberSource payment processing profile

Create an account with CyberSource to use your payment processing profile and get your required security key.

CSV import: Credit memo with apply to invoice

NetSuite supports being able to import a Credit Memo and apply it to a Sales Invoice in the process. Learn how!

Custom field value derived from summary search results

In NetSuite, you can create a custom field that will display values from a summary saved search. This is similar to a custom sublist.

Custom segments in budget reporting

This ability to define G/L postings with an unlimited number of classifications has expanded financial reporting for many accounting teams.

How to export NetSuite 301 redirects

This tool allows us to export all of our client’s redirects, whether they number in the hundreds, thousands, or millions.