NetSuite Tips and Tricks aren’t something that you’re typically taught alongside your implementation but they can be the biggest game-changer in terms of getting work done quickly in NetSuite.
Our top-rated NetSuite implementation team has organized a quick and easily referencable NetSuite shortcuts and tips list to help you become a NetSuite wizard!
NetSuite is built a single-source system and what’s powerful about this is it allows for all of your business records to be indexed together and searchable together.
This makes the NetSuite Global Search bar very powerful.
Type the first few words of the record type your looking for (i.e. “sale” for a sales order, “cu” for a customer) then a colon (
:), and then your search query to narrow your search to just records of that type.
As an example to search my customer list for my customer ABC Company I’d type
cu: ABC Company in the Global Search bar.
Here are some to get you started:
If you’ve changed your record names via the
Setup > Company > Rename Records/Transactions page those new names will change your prefixes!
Add the percent character (
%) to run a wildcard search. For example, if we’re looking for an invoice beginning with 15 we can search
Use any query but include a plus sign (
+) after your search to also include any inactive records in your results.
Wrap your query in quotation marks (
"") to get exact text matches.
NetSuite has hotkeys and shortcuts built into almost every area of the system. Proper usage of these hotkeys can allow you to use NetSuite without a mouse and speed up your data entry processes.
Alt + G to move your cursor directly into the Global Search field.
Altand type that letter to jump to that subtab.
Enterto save the transaction.
Enterto save the line and go to the next line.
Ctrland click with your mouse to select multiple choices in multiple select fields.
Shift + Tto enter tomorrow’s date.
Pto enter the end of the current period (if you use accounting periods).
l(lower case L) to enter the end of the previous period (if you use accounting periods).
tto enter today’s date.
yto enter yesterday’s date.
mto enter the last day of the month.
Plus Sign (+)to increase one day.
Minus Sign (-)to decrease one day.
Subtabs on records have a single letter underlined in their title. Press and hold Alt with that letter to move to that subtab. After moving the cursor appears in the first listed field in that Subtab.
When viewing NetSuite reports (not Saved Searches), use the following shortcuts:
Page Upto go to the previous page of a report.
Page Downto go to the next page of a report.
Hometo go to the first page of a report.
Endto go to the last page of a report.
If you’re ever trying to figure out the permissions required to access a certain screen perform the following:
Also, be sure to always check the Permissions Documentation in the NetSuite Help Center. It can easily be found by searching
NetSuitePermissionUsage.xls in the Help Center. Remember that this document changes with each new NetSuite release.
All users of NetSuite can customize their color scheme via the NetSuite user settings.
To do this:
Houseicon in your toolbar
Set Preferences > Apperance tab
Colors can be more than just an aesthetic change as well.
If you have a Sandbox, Development, or Release Preview account change the color scheme so you can easily discern which account you are in without having to read the account in the User Panel.
Nothing worse than trying to find a record, workflow, or transaction in an account that you know should be there only to ask your colleague and have them tell you you are looking in the Sandbox instead of Production!
The NetSuite “unexpected error” issue is a common and frustrating occurrence when working with NetSuite SuiteCloud tools or doing development.
The idea behind these is the actual error itself is obfuscated to the end-user but NetSuite themselves are given a report of it. To understand what exactly is happening you need to reach out to their technical support.
The error message itself allows you to quickly send an email with the details but hidden inside that message is a link that includes your unique ticket number ID.
To access this:
herein the message
Copy Link Location
Your ticket ID will look something like:
You want the
It’s a bit of an annoying process but in our team’s experience, we’ve found that NetSuite has very robust details behind what exactly your NetSuite system was doing to have it produce this error. Typically with enough patience issues can be resolved.
Speaking of resolving issues, that’s our team’s specialty!
Need training and assistance with NetSuite? As a NetSuite partner for over 15 years, NewGen is a NetSuite partner that is ready to help you with the full scope of your NetSuite training needs.
From NetSuite evaluation to implementation, custom SuiteScripting and coding, business process, and optimization – NewGen is your one-stop-shop for NetSuite support and consulting.
With a reputation built on forging strong customer relationships, we aim to be an extension of your team for the long haul.
We have an entirely on-shore customer support team consisting of business analysts, developers, and CPAs, we have the in-house expertise needed to take your organization from “How do we do that?” to “What’s next?”. We help you maximize the value of your NetSuite system.
We’re easy to engage for any project with no long-term support agreements required. Use the forms around our website or – reach out if you’re ready to have a conversation about how we can help you!
Reach out and let us show you all the ways NewGen is committed to your success.