Ask IBT Netsuite

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] Hello there, Users can make files from File Cabinet accessible also to those who do not have access to NetSuite. Well, basically what that allows you to do is provide a link to the file on your email template or your website or your email signature etc. which allows a non-NetSuite user to view or download the file. […]

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] Hello, You might often come across a scenario where you NetSuite account number will be required for setting up services such as NetSuite for Outlook or integrating additional third party products or even while contacting the NetSuite support team. There are a couple of ways. Let’s have a look 1) Company Information Go to Setup –> Company

[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

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] Question: “My new role looks so different from the other role? I find the navigation so complicated?” or “Where did all my leads go?” or “NetSuite looks so different. Did the last upgrade change the tabs and navigation paths?”   Scenario: A user with a Custom Role and Custom tabs and with a

[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

[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

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] Question: How did the system not alert the user that the item was running low on stock, while entering the order? Or Is there a way we can have warning on low stock items while creating the order? Yes, there is a user level setting which can generate pop up messages warning the

[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.

[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

[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