Author: Delna Domini

In step 1, the user requests the display of a record either through the creation of a new record or by viewing or editing an existing record. The server retrieves the record from the database and passes it to the before record load server trigger, which performs pre-processing on the record form, such as setting… Continue reading Workflow trigger events

1. Navigate to Reports > Financial > Comparative Income Statement > Customize2. Edit Columns > Add Budget and Financial: Customer/Job: Name3. Set Comparative Amount: Alternate Date Range = last fiscal year (e.g., 2020)4. Set Filters > Budget and Financial: Account (Line): Name equal to Revenue or Sales (or whatever account is used in recording sales). Add.5. Set Budget and Financial: Date: Enter From and To Dates. Click Done6. Click Preview

Here are some key things to remember when creating new data sets. •             Only fields added to the source data grid will be available in workbook visualizations. •             Data sets can be used as a complement to saved searches for ad hoc data analysis. •             Same field cannot be added twice to the data set’s… Continue reading Key things to remember when creating new data sets in SuiteAnalytics Workbook

Due to the nature of the analytics data source, loops can be found in some join paths which may result in unwanted data duplication. Consider this basic example, the green path represents the logical join path from the base transaction record to the account record through the transaction line and transaction accounting line records. The red path represents the loop and the possibility of data duplication. Be aware of this when defining filter criteria or when adding… Continue reading Data duplication in SuiteAnalytics Workbook

All fields in the records and fields browser will display a small icon that identifies the fields type as shown here.  There are several different types of fields; Numeric Text Date Boolean fields Hierarchical fields/Polymorphic fields Custom fields.

Here’s some key things to remember when first beginning to work with SuiteAnalytics Workbook.  SuiteAnalytics Workbook combines many of the capabilities of NetSuite’s search and reporting tools. But it does not replace these tools. SuiteAnalytics Workbook enables you to identify why a particular business event happened by summarizing,  aggregating, and visualizing workbook source data.  Analytics home page allows you to manage two primary components, data sets and workbooks. User roles with the SuiteAnalytics Workbook permission can view, modify, share, and delete their own workbooks. User roles with the analytics administrator permission can view, share, modify, and delete all workbooks in your  account. When planning your workbooks, refer to sample documents from your legacy system or a planning template such  as the provided workbook design template.

If you’re ever trying to figure out the permissions required to access a certain screen, perform the following: First, navigate to that screen as a user who can access it (like an Administrator), then save that URL. Next, try to access the same URL with a user you’re trying to give the permissions to. NetSuite… Continue reading Quickly figure out missing permissions

Type the first few words of the record type you 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 the customer ABC Company, Type cu: ABC Company in the Global… Continue reading NetSuite Global Search Prefixes

Field Name in Saved Search Record Type in Workbook Required Join in Workbook Field Name in Workbook Main Line Transaction Line Transaction > Transaction Line Main Line Tax Line Transaction Line Transaction > Transaction Line Tax Line Closed Transaction Line Transaction > Transaction Line Closed Account Type Account Transaction > Transaction Line > Transaction Accounting… Continue reading Differences in fields between the saved search and the workbook

Quick Navigation through Tab Shortcuts When you see a tab or field with a letter underlined, try pressing Alt-underlined letter (or on a Mac, control-option-underlined letter). NetSuite is providing an easy way to identify how you can navigate to that tab or field using a keyboard shortcut. These tab shortcuts help you to speed up… Continue reading Tab Shortcuts