Videos
Explore a wealth of NetSuite tips and tricks in my video library, covering configuration, customization, hacks, and best practices. Elevate your NetSuite proficiency with quick and easy-to-follow tutorials, empowering you to run your business more efficiently.
How to Add Links to the Navigation Bar in NetSuite
Did you know that you can customize the navigation bar in NetSuite using Center Categories to display saved searches, custom reports, and custom records that don't appear under any of the standard navigation paths? In this video, I show how to add custom links to the navigation bar in Oracle NetSuite.
How to Create a Custom Sublist in NetSuite
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.
How to Reset Two-Factor Authentication (2FA) in NetSuite
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.
How to Test a Scheduled Workflow in NetSuite
Building scheduled workflows using SuiteFlow is an excellent way to distribute emails, automate task creation, and so much more. In this video, I share a simple trick for running ad hoc testing on scheduled workflows instead of waiting for the schedule to execute.
How to Restore a Previous Version of an Advanced PDF Template in NetSuite
Wouldn't it be great if you could revert to an earlier version of the template before the error occurred? In this video, I share a handy trick to restore a previous version of an Advanced PDF template in Oracle NetSuite.
How to Send Emails for Past-Due Invoices in NetSuite Using a Workflow
In my last video, I walked through configuring scheduled emails within a saved search in order to send summarized emails to customers with past-due invoices. In this video, I use that same saved search to create a workflow that sends emails using a custom template and includes a PDF of the overdue invoice using SuiteFlow.
How to Send Emails for Past-Due Invoices in NetSuite Using a Saved Search
If your business extends credit to its customers, then dealing with overdue balances is a fact of life. In this video, I walk through the process of creating a scheduled saved search that sends a list of overdue invoices directly to customers.
How to Set up Units of Measure in NetSuite
Most organizations that deal in physical goods have had scenarios in which items are bought and sold in different quantities, such as buying in cases and selling in eaches or buying in feet and selling in inches. Luckily, NetSuite can automate all of these conversions with Units of Measure.
How to Mass Delete Records in NetSuite Using a Scheduled Script
In this video, I show how to deploy a simple scheduled deletion script, which can either trigger automatically on a recurring basis or manually as needed to quickly delete hundreds or even thousands of records.
How to Mass Delete Records in NetSuite Using a Saved Search
We've all run into scenarios in NetSuite when we have a need to delete multiple records in a batch. This video shows a simple trick that leverages a saved search paired with the inline editing function to make quick work of deleting even hundreds of records.
How to Create a Saved Search for Sales Orders with Back Ordered Items in NetSuite
Learn how to use a Formula (Numeric) column to calculate the uncommitted and unshipped quantity for each line and use that formula to quickly create a saved search for sales orders that include one or more back-ordered products.
How to Display the Child Customer Name in Saved Search Results in NetSuite
In this video, I show how to use a SQL expression in a Formula (Text) column to show the Child Customer Name in saved searches in NetSuite. This trick also works for Items, Accounts, and other records that have hierarchical structures!
How to Embed a Link to Send Emails from Saved Searches in NetSuite
Wouldn't it be great if sales staff could initiate emails to the impacted customers right from the saved search instead of having to navigate to the transaction or customer records? With a Formula (HTML) column type and a small snippet of code, they can!
How to Use Summary Criteria in Saved Searches in NetSuite
Using Summary Types in saved search results is extremely useful for reporting on data like the highest order value by customer, the most recent purchase order date by vendor, or the average quantity per order by item, but did you know that you can also use summarized data in your search criteria? Learn how in this video.
How to Use a Custom Font in an Advanced PDF Template in NetSuite
Whether your company has a brand-specific font face or you just want to use a font other than what is supported out of the box, it's easy to embed any font of your choosing into an Advanced PDF template.
How to Set Up Early Payment Discount Terms in NetSuite
Many organizations that extend payment terms to their customers also offer a pre-negotiated discount if payment is made within a specified number of days after the invoice is issued. Learn how to easily manage this in NetSuite by configuring your terms with a discount period.
How to Conditionally Display One or More Embedded PDFs in an Advanced PDF Template in NetSuite
Did you know that you can use custom checkbox fields on transaction records to dynamically display embedded PDFs using Advanced PDF Templates? Learn how in this video.
How to Embed a PDF in an Advanced PDF Template in NetSuite
Instead of manually adding your terms and conditions into your Advanced PDF Template, you can actually embed an entire PDF file into your NetSuite-generated transaction PDF in just a few simple steps! This video will show you how to embed any PDF into a PDF template with minimal coding know-how required.
How to Resolve Divide By Zero Errors in Saved Search Formulas in NetSuite
Have you encountered the "divide by zero" error when using a formula to perform division? In this video, I show how to use the NULLIF SQL expression to quickly and easily resolve this error.
How to Prepare for the Deprecation of HTML in Formula (Text) Fields in Saved Searches in NetSuite
Learn about the changes that are being introduced in the 2023.1 release and the remediation process for modifying existing searches and roles ahead of the deprecation of the use of HTML in Formula (Text) fields in the 2023.2 release.
How to Add HTML Buttons to Saved Searches in NetSuite
When using formulas to generate hyperlinks to records in saved searches, there are occasions when you want a stronger call-to-action than a simple text link. In this video, I'll show how to add HTML buttons to your saved search results, including a bonus trick for how to load records directly in edit mode.
How to Add Hyperlinks to Summarized Saved Searches in NetSuite
Learn a simple trick for using a Formula (HTML) field and a bit of HTML code to generate dynamic hyperlinks in summarized saved search results.
How to Use the When Ordered By Field Feature on Summarized Saved Searches in NetSuite
Have you used the When Ordered By Field feature in your summarized saved searches? In this video, I share a quick demo of how to use it to make your summarized search results even more powerful.
How to Replace Null Values in Saved Searches in NetSuite
Are you looking for a way to replace blank results in saved searches with default text of your choosing? In this video, I share a simple SQL formula that will allow you to swap null values for an alphanumeric string.
How to Change Asset and COGS Accounts Without Impacting Historical Transactions in NetSuite
Learn a quick trick to change the default behavior of saved searches with only one result so that you're presented with a list view instead of being taken directly to the result record in this video.
How to Show a List for Single Result Saved Searches in NetSuite
Learn a quick trick to change the default behavior of saved searches with only one result so that you're presented with a list view instead of being taken directly to the result record in this video.
How to View NetSuite Record Data in XML Format
Do you need to view NetSuite data in XML format? This video will show you how to load data from almost any NetSuite record as XML in only seven keystrokes!
How to Modify Your Subsidiary Structure in NetSuite
Do you need to change your subsidiary hierarchy in NetSuite following an acquisition or restructuring? This video will show you how to temporarily enable modifications to your subsidiary structure in NetSuite.
How to Remove the Parent Subsidiary Name From Dropdown Lists in NetSuite
If you've ever wanted to remove the full subsidiary hierarchy from the Subsidiary dropdown list shown on entity transaction records in NetSuite, then you've come to the right place! This quick trick will switch the subsidiary list format to a user-friendly indented version with just a few clicks.
How to Create a Text Box Filter on Saved Searches in NetSuite
Learn how to swap dropdown or multi-select saved search filters in NetSuite for user-friendly text boxes in this quick video.