If “Records are ordered” check box is not checked then the lines in parent record displays in alphabetical order in both view mode and edit mode.
The main difference we observe is a saved search should be assigned to group but not vice versa.
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Topics: Customization, Marketing
Key Performance Indicators, or KPIs, synthesize the raw data into critical business metrics that can be seen at the right side on the dashboard in the chosen formats. KPIs allow us to spend more time learning from and acting on important data, and less time gathering it. NetSuite includes over 75 pre-packaged KPIs based on NetSuite standard reports, including summaries of forecast, pipeline, orders, cases, and financial data. Custom KPIs can also be created based on custom saved searches.
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Topics: Customization, NetSuite
Global Search in NetSuite has always been easy but to make it much easier and precise we can use the following options:
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Topics: Customization, NetSuite, Global business
|
Layer |
Description |
| Layer 1 | Define Permission : Which records can the role see and with what level of data access (None – remove the element, view, create, edit and full) |
| Layer 2 |
Restrictions: Assign access to employees, departments, class, location and subsidiary’s Note: These controls are override from Level 1 |
| Layer 3 | Open Fields and Viewing: Select permission check boxes to determine restrictions for record viewing |
| Layer 4 | Assign Custom Form: Select the subtab to assign what the role will display on each record, as it relates to form and searches |
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Topics: Customization, NetSuite
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