Ask IBT Netsuite

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 »

Ask IBT – Pick, Pack and Ship – Brief overview and cool tips

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] The Pick, Pack, and Ship feature allows greater flexibility to process and track the status of orders through the fulfillment and shipment processes. It gives your warehouse and shipping departments separate processes for each step to fulfil orders. Warehouse employees pick the items needed to fulfil the order from inventory and then physically

Ask IBT – Pick, Pack and Ship – Brief overview and cool tips Read More »

Ask IBT – Default Price and Price Level used in the Sales Orders

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] Whether you are a new customer or an existing one, it’s very important to know how NetSuite does the pricing hierarchy or NetSuite’s back end logic when it comes to deciding the price and price level on your Sales Orders. As per NetSuite’s SuiteAnswers Id: 27011, The Hierarchy being followed is: If Customer

Ask IBT – Default Price and Price Level used in the Sales Orders Read More »

Ask IBT- Deleting Incorrect CSV Data Imported into NetSuite

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] Q: “Oops, I just imported some records into NetSuite via the CSV import, can we just delete them in one go or can I just delete that imported file in a single click”? Hi everyone, During my NetSuite client training sessions I’m often asked these very common questions within the NetSuite user universe:

Ask IBT- Deleting Incorrect CSV Data Imported into NetSuite Read More »

Ask IBT – Types of Users Available in NetSuite

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] Q: What are the different type of users available in NetSuite? Hello and happy new year everyone! It’s always good to know what the different type of users available in NetSuite are. This will help you in deciding the access your users get. There are primarily 4 types of users in NetSuite: 1)

Ask IBT – Types of Users Available in NetSuite Read More »

Ask IBT – Can I have my logo on NetSuite forms

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] Q: Can I have my logo on NetSuite forms? We have a couple of options when it comes to logos in NetSuite. Let’s have a look into them Set up the default Company Logo:Navigate to Setup-> Company -> Company Information Company Logo (Forms) = Select the logo that will be used by default to all entry and transaction forms

Ask IBT – Can I have my logo on NetSuite forms Read More »

Ask IBT – Can I store my files in NetSuite?

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] Q: Can I store my files in NetSuite? The File Cabinet is a feature in NetSuite which allows you to store and organize your business documents in much the same way as you store any files in your computer.  You can create folders and subfolders, which can be restricted either by the folder owner

Ask IBT – Can I store my files in NetSuite? Read More »