March 2020

Ask IBT – Is there a way to enter my competitors’ details in NetSuite?

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] A common question that I have come across, especially while dealing with CRM and Opportunities, is “Is there a way I can enter my competitors in NetSuite?”,” I got a business opportunity and I want to keep a track of all my competitors targeting the same project?”, “I need to get a report […]

Ask IBT – Is there a way to enter my competitors’ details in NetSuite? Read More »

Ask IBT – Get your dashboard on email

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] Hello, Not logged into NetSuite yet want to know what’s happening around? Too busy with work, yet want to know what’s happening with your company? Don’t worry, NetSuite has a solution for that too. NetSuite Email Alerts help you to stay informed throughout the day by emailing the contents of the portlets on

Ask IBT – Get your dashboard on email Read More »

Ask IBT – Duplicate transaction numbers and how to avoid it?

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] Boy, I hate having a situation where we need to deal with duplicate transaction numbers. Or even trying to answer the question “How did we have duplicate numbers in the first place, couldn’t the system detect it in the first place?” or “Aren’t there any warnings for duplicate detection?” My article today is

Ask IBT – Duplicate transaction numbers and how to avoid it? Read More »

Ask IBT – Reminder to renew your customers

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] Well, there is a pretty simple option in NetSuite that you could use as a reminder to renew your customers. In the reminder portlet, you have a reminder named ‘Customer to Renew’. It reminds you of the number of customers you need to renew. Let’s see how we make use of this option.

Ask IBT – Reminder to renew your customers Read More »

Ask IBT – Getting Data from NetSuite – SuiteAnalytics Connect

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] The SuiteAnalytics Connect module enables you to access and query your NetSuite data using SQL through the following mainstream database standards: ODBC, JDBC and ADO.NET. When enabled, the SuiteAnalytics Connect Service enables your business to archive, analyse, and report on its data using a third-party tool or any custom-built application, all while connecting

Ask IBT – Getting Data from NetSuite – SuiteAnalytics Connect Read More »

Ask IBT- Interchange “Items” and “Expenses” tab on Vendor Bills and Purchase Orders

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] It could get a bit irritating when you get to see the ‘Expense’ sub tab as the first one on your Purchase order or Vendor bill, instead of ‘Items’ sub tab Well, do not fret. We can customise this form to inter change the sub tabs to show the Items first and Expenses

Ask IBT- Interchange “Items” and “Expenses” tab on Vendor Bills and Purchase Orders Read More »

Ask IBT – Prepare for your 2FA authentication

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] Hello all,   Starting with NetSuite version 2018.2, two-factor authentication (2FA) is required for all login sessions using Administrator and Full Access roles in newly provisioned SDN accounts.   The 2FA enforcement was already rolled out to customer production accounts that were newly provisioned on 2018.1. All login sessions using either the Administrator

Ask IBT – Prepare for your 2FA authentication Read More »

Ask IBT – Saved search with a Case Sensitive criteria

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] I had a request today to create a saved search to list out customers whose comments field contains the word “SAP”. Well, creating the search with the criteria as Comments contains the word ‘SAP’ won’t help as it will list out everything which has the words sap, like Sapphire or Disapproval.   Basically,

Ask IBT – Saved search with a Case Sensitive criteria Read More »