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Category: Tips & Tricks

All of the Tips & Tricks that have been presented at our meetings.

NetSuite Tips and Tricks from Dana Larson – 3/10/2021

  • Use Statistical Accounts to log metrics that you would like to track over time
  • Naming Saved Searches
  • Always check this box . . .
  • Expand Accounting List preference
  • A quick way to filter Saved Searches
  • Field level security on custom forms
rmnsug Tips & Tricks Leave a comment March 10, 2021April 13, 2021 1 Minute

Creating Sublists with Saved Searches in NetSuite

Margie Komninos of Plantscan shows how to create custom sublists leveraging saved searches in NetSuite.

Custom Sublist Slides 1/20/2021Download

rmnsug Tips & Tricks Leave a comment January 20, 2021February 5, 2021 1 Minute

Saved Searches Tips and Tricks

Saved Search Tips and Tricks presented by Rick Cobb at the November 2020 meeting.

NetSuite Saved Search Tips and Tricks – word doc with formulasDownload
NetSuite Saved Search Tips and Tricks SlidesDownload

rmnsug Tips & Tricks Leave a comment November 11, 2020December 6, 2020 1 Minute

How to store a dynamic field on a record – from 1/15/2020 meeting

This Tip & Trick from Cory Anderson describes the process to calculate a value with a saved search and store that value on a record in NetSuite. Download the slides below.

Store a dynamic field – tip and trick 1.15.2020Download
rmnsug Tips & Tricks Leave a comment January 15, 2020January 22, 2020 1 Minute

NetSuite “Copy to Account” Feature

Margie Komninos shared some tips and tricks about the new Copy to Account feature in NetSuite.

RMNSUG Nov 2019 – Copy to Account slidesDownload

rmnsug Tips & Tricks Leave a comment November 13, 2019March 22, 2020 1 Minute

16 NetSuite Tips and Tricks

Presented by Marc Bastnagel from RSM

RMNSUG Tips Tricks 7/17/2019Download

rmnsug Tips & Tricks Leave a comment July 17, 2019July 21, 2019 1 Minute

NetSuite Tips and Tricks – May 2019

Tips included:

  • Changing you login default role
  • “Must have” hot keys
  • Faster CSV Uploads
  • Export Timed-Out Saved Searches to CSV
  • Running Timed-Out Reports
  • Did a File/Script change?
  • Password Vault recommendation
5/15/2019 Tips and TricksDownload
rmnsug Tips & Tricks Leave a comment May 15, 2019July 21, 2019 1 Minute

Functions to use with Formulas in NetSuite

This is a great and valuable resource that will help you expand your knowledge of functions within NetSuite.

NetSuite Formulas and FunctionsDownload
rmnsug Tips & Tricks Leave a comment November 7, 2018June 24, 2019 1 Minute

2018.2 Release Updates and Global Search Tips & Tricks

Dana Larson from Eide Bailly presented some of the important 2018.2 updates, and shared some great global search tips and tricks. See the slides here:

2018.2 Release Updates and Global Search Tips & TricksDownload

rmnsug Tips & Tricks Leave a comment November 7, 2018November 17, 2019 1 Minute

Saved Search Tips and Tricks in NetSuite

Tips and Tricks from Margie Komninos

2018.3.14 Tips & Tricks -Cool Saved Search StuffDownload
rmnsug Tips & Tricks Leave a comment March 14, 2018July 21, 2019 1 Minute

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