- Видео 42
- Просмотров 72 643
Sarah Emery
США
Добавлен 28 янв 2023
I'm a "certi-fived" NetSuite ERP Consultant who is passionate about empowering businesses to run better on NetSuite. On my channel, I will share quick tips, tricks, and helpful hints garnered from more than 12 years of working in NetSuite. Subscribe to learn just how sweet the 'Suite life can be!
How to Add Conditional Highlighting to Saved Search Columns in NetSuite
Saved searches in Oracle NetSuite natively support conditional highlighting of results, which can easily be configured on the Highlighting tab. This is a great option for simple highlighting requirements across full result rows, but how can you configure more complex needs such as changing the text size or adding a background color in a single column? In this video, I show how to use a bit of HTML code to create dynamic saved search highlighting logic that meets even the most complicated business requirements.
#NetSuite #OracleNetSuite #NetSuiteTutorial #ThatsSuite
ABOUT ME
My name is Sarah Emery and I am a "certi-fived" Oracle NetSuite ERP consultant and four-time SuiteWorld speaker with 13...
#NetSuite #OracleNetSuite #NetSuiteTutorial #ThatsSuite
ABOUT ME
My name is Sarah Emery and I am a "certi-fived" Oracle NetSuite ERP consultant and four-time SuiteWorld speaker with 13...
Просмотров: 1 328
Видео
How to Add Alternating Row Colors to PDFs in NetSuite
Просмотров 6159 месяцев назад
One of the easiest ways to improve the readability of PDFs generated in Oracle NetSuite is to use alternating colors to create a visual separation between item lines. In this video, I show how to use a single string of code to configure alternating background colors for transaction lines on Advanced PDF/HTML Templates in NetSuite. Code Snippet: style="background-color: ${((item_index % 2) 0)?st...
How to Add a Line Counter to PDFs in NetSuite
Просмотров 5649 месяцев назад
For many organizations using NetSuite, dealing with transactions containing numerous items is the norm. In these cases, it can be helpful to include a counter that displays a line number for each item on the PDF. In this video, I show how to easily to add dynamic line numbers to Advanced PDF/HTML Templates in NetSuite with a simple string of code. Code Snippet: ${item?counter} #NetSuite #Oracle...
How to Password-Protect PDFs Generated in NetSuite
Просмотров 38211 месяцев назад
In my last video, I showed you how to improve the security of PDFs generated in Oracle NetSuite by preventing user edits. In this video, I share how to add an extra layer of security by requiring a password to open and view PDFs, including configuration for both static and dynamic passwords. Code Snippet: [angled bracket]meta name="password" value="" /[angled bracket] How to Lock PDFs Generated...
How to Lock PDFs Generated in Oracle NetSuite from Editing
Просмотров 48511 месяцев назад
Sending PDFs as email attachments is a common practice, but it's crucial to safeguard them from unauthorized modifications. In this tutorial, I'll share a powerful trick to make your PDFs more secure with a simple snippet of code. This tipwill allow you to boost the security of your transactional information and make it harder for anyone attempting unauthorized changes to the PDF documents that...
How to Run Financial Reports by Date Instead of Accounting Period in NetSuite
Просмотров 2 тыс.Год назад
Many organizations opt to run financial reports by fiscal period instead of transaction date, which is the default configuration in NetSuite. There are some instances where it is beneficial to view financial data by date instead, such as viewing the impact of a promotion on your income statement or your trial balance as of a specific day. In this video, I show how you can easily switch from per...
How to Add External Links to the Navigation Bar in NetSuite
Просмотров 664Год назад
In a previous video, I walked through the process of creating Center Categories, which allow you to add links to the header navigation bar. This approach works great for saved searches, reports, and both standard and custom record types, but there are cases when you need to add other types of links, like when you want to include a link to an external site. In this video, I show how to add links...
How to Add Highlighting to the Reminders Portlet in NetSuite
Просмотров 411Год назад
Having a well-configured Reminders portlet on your home dashboard can help to provide focus and streamline your activities by drawing your attention to high-priority tasks, such as transactions requiring your approval, tasks or phone calls to complete, or memorized transactions to generate. Did you know that you can make the Reminders portlet even more powerful by adding conditional highlightin...
How to Create Memorized Transactions in NetSuite
Просмотров 2,1 тыс.Год назад
Memorized transactions are extremely useful for an array of recurring transaction types like bills for rent, monthly sales orders for repeat customers, loan-related activity, and more. They streamline the entry process by either automating the creation of the transaction records, providing recurring reminders, or simply acting as a template to pre-populate all of the necessary information. In t...
How to Audit User Login Activity in NetSuite
Просмотров 1,5 тыс.Год назад
Whether you're investigating access by a specific user or just looking to identify users or roles that are no longer in use, being able to review detailed history of login activity is an invaluable resource. In this video, I show how to create a saved search that shows the last login date for all employees for all assigned roles in Oracle NetSuite. ABOUT ME My name is Sarah Emery and I am a "ce...
How to Identify Deleted Records in NetSuite
Просмотров 1,6 тыс.Год назад
System Notes in NetSuite are fantastically useful for identifying when transaction records have been created or modified, but how can you find information about records that no longer exist? The Audit Trail tool makes quick work of finding records that were deleted. In this video, I walk through how to use the Audit Trail feature to generate detailed information on records that were deleted fro...
How to Unlock a User's Access in NetSuite
Просмотров 1,6 тыс.Год назад
We have all been there - you come back from a long weekend or vacation, and you struggle to log in to NetSuite. Six tries later, you've locked yourself out for 30 minutes, despite needing to get into the system right away. Did you know that your access can actually be immediately unlocked by another user in your account? In this video, I show how to unlock access for a user who has been locked ...
How to Add Links to the Navigation Bar in NetSuite
Просмотров 1,4 тыс.Год назад
The navigation bar in NetSuite provides quick access to the standard records for which your role has access, but sometimes there are saved searches, custom reports, or custom records that your organization uses frequently that don't appear under any of the standard navigation paths. Luckily, NetSuite allows you to customize the navigation bar using Center Categories. In this video, I show how t...
How to Create a Custom Sublist in NetSuite
Просмотров 4,1 тыс.Год назад
Custom sublists are a great way to highlight business-critical information within a subtab on a standard or custom record in Oracle NetSuite - and they're easy to configure! In this video, I walk through to process for using a saved search to create a custom sublist. ABOUT ME My name is Sarah Emery and I am a "certi-fived" Oracle NetSuite ERP consultant and three-time SuiteWorld speaker with 12...
How to Reset Two-Factor Authentication (2FA) in NetSuite
Просмотров 4,4 тыс.Год назад
This video shows a simple way to reset 2FA in Oracle NetSuite for users who cannot log in and/or are unable to access 2FA codes through their linked device. ABOUT ME My name is Sarah Emery and I am a "certi-fived" Oracle NetSuite ERP consultant and three-time SuiteWorld speaker with 12 years of experience. Prior to entering the world of implementing and consulting, I spent six years as a system...
How to Test a Scheduled Workflow in NetSuite
Просмотров 972Год назад
How to Test a Scheduled Workflow in NetSuite
How to Restore a Previous Version of an Advanced PDF Template in NetSuite
Просмотров 2 тыс.Год назад
How to Restore a Previous Version of an Advanced PDF Template in NetSuite
How to Send Emails for Past-Due Invoices in NetSuite Using a Workflow
Просмотров 4 тыс.Год назад
How to Send Emails for Past-Due Invoices in NetSuite Using a Workflow
How to Send Emails for Past-Due Invoices in NetSuite Using a Saved Search
Просмотров 4,1 тыс.Год назад
How to Send Emails for Past-Due Invoices in NetSuite Using a Saved Search
How to Set up Units of Measure in NetSuite
Просмотров 2,6 тыс.Год назад
How to Set up Units of Measure in NetSuite
How to Mass Delete Records in NetSuite Using a Scheduled Script
Просмотров 1,8 тыс.Год назад
How to Mass Delete Records in NetSuite Using a Scheduled Script
How to Mass Delete Records in NetSuite Using a Saved Search
Просмотров 4,7 тыс.Год назад
How to Mass Delete Records in NetSuite Using a Saved Search
How to Create a Saved Search for Sales Orders with Back Ordered Items in NetSuite
Просмотров 3,3 тыс.Год назад
How to Create a Saved Search for Sales Orders with Back Ordered Items in NetSuite
How to Display the Child Customer Name in Saved Search Results in NetSuite
Просмотров 873Год назад
How to Display the Child Customer Name in Saved Search Results in NetSuite
How to Embed a Link to Send Emails from Saved Searches in NetSuite
Просмотров 1,2 тыс.Год назад
How to Embed a Link to Send Emails from Saved Searches in NetSuite
How to Use Summary Criteria in Saved Searches in NetSuite
Просмотров 2,1 тыс.Год назад
How to Use Summary Criteria in Saved Searches in NetSuite
How to Use a Custom Font in an Advanced PDF Template in NetSuite
Просмотров 1,1 тыс.Год назад
How to Use a Custom Font in an Advanced PDF Template in NetSuite
How to Set Up Early Payment Discount Terms in NetSuite
Просмотров 883Год назад
How to Set Up Early Payment Discount Terms in NetSuite
How to Conditionally Display One or More Embedded PDFs in an Advanced PDF Template in NetSuite
Просмотров 675Год назад
How to Conditionally Display One or More Embedded PDFs in an Advanced PDF Template in NetSuite
How to Embed a PDF in an Advanced PDF Template in NetSuite
Просмотров 2,8 тыс.Год назад
How to Embed a PDF in an Advanced PDF Template in NetSuite