When the user provides an incorrect password upon initial login.

If the user logs in using a role with two-factor authentication enabled.

When a user proactively changes their password.

If the user attempts to log in using a new computer.

Add and or Update items.

Add Transactions records.

Update existing entity records.

Delete Customer lead records.

Expense Allocation

Advanced Revenue Management

Vendor Prepayments

Consolidated Payments

Click the field label next to a field.

Click the Help link at the top right of any screen.

Click the NetSuite icon at the top left of any screen.

Type Help: in the Global Search field.

Edit all transactions that make up their sales forecast.

Inactivate transactions to exclude in the Forecast Report.

Adjust the probability and status of opportunities in the forecast.

Edit their quota to override their sales forecast.

LIFO and FIFO costing cannot be used.

Costs are calculated at the location level.

Costing calculations remain at the item level.

Average costing will not work with Bin control.

Using the Administrator role, navigate to Lists > Support > Cases.

In SuiteAnswers, below the Contact Support Online button, click the Open Cases link.

Access the Help Center and search for Case Tickets.

Click the NetSuite Account Center portlet link in the Support tab.

View the record and look under the Customization tab.

Customize the form and look under the Scripting tab.

Navigate to the Scripted Records page.

Use the Script Debugger.

Links to Previous Versions

Release Notes

New Feature Overview

Release Preview Test Plan

Lead

Prospect

Customer

Contact

The List portlet can be expanded to full-screen view.

The Available Reminders portlet is unlimited.

Custom Search portlet content automatically updates to the most recent data.

The Trend Graph portlet can allow up to one Key Performance Indicator only.

Custom Transaction Types can have auto-generated document numbers.

Custom Transaction Types cannot be imported via CSV.

Users can only create one custom form for each transaction type.

Custom Transaction Types cannot include Custom Transaction body fields.

LIFO and FIFO costing cannot be used.

Costs are calculated at the location level.

Costing calculations remain at the item level.

Average costing will not work with Bin control.

Key Performance Indicators

KPI Meter

KPI Scorecard

Trend Graphs

The custom role has the Edit level permission for the record type she is importing.

The custom role’s permission level for Import CSV File is not set to Full.

The custom role has the Create permission level for the record type she is importing.

The custom role’s permission level for Import CSV File is set to Create.

Case Profile

Setup > Company > General Preferences

Setup > Support > Support Preferences

Subsidiary record

Portlet controls are shown by default but can be hidden by the user.

Portlets with content that is calculated from current data includes an Export function.

All portlets can be expanded to full-screen view.

A pop-up may display, suggesting that portlets can be minimized to speed up dashboard loading time.

cu:-abc

cu:abc

cu:+abc

cu:abc+

Use the month function on the Result field.

Change the results date format preference.

Change the date format in User Preferences.

Create a Formula Field using a SQL date formatting function.

Elimination Subsidiary

Consolidation Subsidiary

Parent Subsidiary

Child Subsidiary

New Release Notes

User Account Provisioning details

End user license agreement

The user account's File Cabinet usage

Even if a custom form is stored with a record, a user cannot access the form if it is not enabled for their role.

If you set preferred forms without restricting them, employees can still change the form when entering records.

The Store Form with Record option is available for all custom entry and custom transaction forms.

Define preferred forms from Home > Set Preferences.

https://system.netsuite.com

https://beta.netsuite.com

https://release-preview.netsuite.com

https://system.beta.netsuite.com

system.netsuite.com/status

netsuite.com

status.netsuite.com

www.netsuite.com/status

Sales Preferences

The Estimate record

The Customer record

Accounting Preferences

Vendor

Employees

Customer

Partners

Competitors

Return Authorization Status set to "Pending Receipt"

Receive Return > Clear "Discard" checkbox

Receive Return > Check "Restock" checkbox

Location Record > Check "Make Inventory Available".

The default role

The default forms

The tab navigation

The default subsidiary

Inventory adjustments should not be used on LIFO costed items.

Inventory fulfillments cannot be made unless there is sufficient inventory.

Inventory transfers and intercompany transfers have the same GL impact.

The inventory worksheet can be used to create opening balances for items.

A credit memo created from a return authorization has no impact on inventory, however, a stand-alone credit memo does impact inventory.

A credit memo created from a return authorization reduces inventory quantity.

A credit memo created from a return authorization impacts inventory, while a stand-alone credit memo does not impact inventory.

A stand-alone credit memo reduces inventory quantity.

Locations

Inventory

Multi-Location Inventory

Advanced Inventory Management

Mark File as Private

Mark Folder as Private

Restrict Folder to Group

Define Private Group in Audience

Clear "Available without login" checkbox

Employee Subsidiary

All

Subsidiary

Selected

A Purchase Request is automatically routed to the Supervisor if the Purchase Approver is unable to approve the transaction within 24 hours.

If the Purchase Limit of the employee is set to zero, then all Purchase Requests are automatically approved, even if a Purchase Approver is set.

A rejected Purchase Request can still be edited and resubmitted for approval.

A Purchase Request can no lon

Custom Search

Report Snapshots

Quick Search

Custom List

Print Template

PDF Language

PDF Page Orientation

Print Using HTML

The user created a custom Center tab named Client under Lists > Relationships. Name changes are applied to standard NetSuite element names, but not to customized elements.

The user renamed the Customer to Client in the English (U.S.) language, but is currently using English UK as the language under Home > Set Preferences > General > Localization > Language.

The user must have at least a Full/Edit level permission to Rename Records/Transactions in order for changes to save.

The user is logged into another role that uses the classic Center tab. Since renaming records or transactions is a user preference, the name change does not apply to that role.

Field on a Custom Record

Custom Record

Custom Transaction Body Field

Custom Entity Field

Multi-step fulfillment is enabled.

Drop Ship functionality is automated.

Fulfillment is separated from invoicing.

Printing of integrated shipping labels is available.

Shipping to separate addresses per transaction line is supported.

Custom Divisions

Custom Sections

Custom Classifications

Custom Segments

Re-activate the record so that it appears in the Global Search results set.

Change the Display Type on the record.

Prefix the search keyword with the correct record type (for example, “cu” for Customer).

Enable the user preference Include Inactives In Global & Quick Search.

Roles

Employees

Partners

Subsidiaries

Vendors can enter timesheets.

Employees can bill time to customers in different subsidiaries.

Purchase Orders must be Billed before they can be Invoiced to Customers.

Items must have a Sales Price filled in to appear on the Items to be Billed tab.

Hard Opt-in

Soft Opt-in

Hard Subscribe

Subscribe

Order Items

Adjust Inventory

Reallocate Items

Review Negative Inventory