Add a Subsidiary Under a Parent Subsidiary in NetSuite
Create a NetSuite OneWorld subsidiary under an existing parent, set its document number prefix, currency, and address, and check where it lands in the hierarchy.
NetSuite guides
Setup & administration in NetSuite
Check the person, record, and scope before changing a setting. These guides show how to save the change and verify what it enables, from a first login to a bulk record update.
Add Project Tasks With Predecessors and Read the Gantt Chart in NetSuite
Build a three-task NetSuite project plan with assigned resources and Finish-To-Start predecessors, change one task's planned work, and watch the later tasks and the Gantt chart move.
Ask NetSuite Questions in Claude
Use a connected Claude conversation to review NetSuite inventory, identify possible customer duplicates, and request a Balance Sheet summary without changing NetSuite records.
Attach a customer PDF and find it in NetSuite File Cabinet
Attach a prepared PDF to a NetSuite customer and locate it in File Cabinet. Compare the filename, folder, type and size while keeping the file private.
How to Change the From Address and Add a Signature to NetSuite Emails
Set a shared sender name and address and an HTML signature with your logo in NetSuite Set Preferences, then send an invoice email to check it. Covers what the settings apply to and what they don't.
How to Check Your Active NetSuite Sessions and Sign Out the Others
Open Active Sessions from the Settings portlet on your NetSuite Home dashboard, read how many sessions you have open, and sign out every other browser and device with Invalidate other sessions.
How to Check How Many Full User Licenses You Have Left in NetSuite
Manage Users shows one row per user and role, so its total isn't your license count. Here is where NetSuite shows full user licenses provisioned and used, and when the quantity last changed.
Compare NetSuite Roles and Find Permission Differences
Compare two NetSuite roles, isolate a permission difference, and inspect the matching setting on the custom role without changing either role.
How to make Quick Search default to sales orders in NetSuite
Configure the NetSuite Quick Search portlet for sales orders, find an order by number, and confirm that the saved default persists on your dashboard.
How to Connect ChatGPT to NetSuite with the AI Connector Service (MCP)
Set up the features, role and SuiteApp NetSuite needs, add NetSuite to ChatGPT as a custom MCP connector, and authorize it with a dedicated role instead of Administrator.
Connect NetSuite to Claude with OAuth 2.0
Review the NetSuite features and restricted role needed for a Claude MCP connection, authorize the connection, and run a read-only customer query.
Create a Work Calendar with Holidays and Assign It to an Employee in NetSuite
Set up a NetSuite work calendar for a four-day, ten-hour week, add holiday dates on Non Working Days, and assign it to an employee in Work Calendar on the Human Resources subtab.
Create and Assign a Custom Role in NetSuite
Create a custom NetSuite role with a view-level permission and assign it to an existing employee.
How to Filter a List Without a Saved Search in NetSuite Next
Use the Days Overdue filter on the NetSuite Next Customers list to show customers more than 60 days overdue, and check which rows drop out, without building a saved search.
Find and Open a Record with Global Search in NetSuite Next
Global search in NetSuite Next is the Search or ask a question box on the bottom bar. Search a customer name, check the record type, and open the customer.
How to find an invoicing setting in NetSuite
Use Setup Manager to find the A/R feature related to invoicing and distinguish it from Invoicing Preferences without changing account configuration.
How to Find Inactive Items in NetSuite Global Search
Find an inactive item in the Items list, save the personal search preference, and confirm the item stays inactive when it appears in global search.
How to complete first-time NetSuite login from an invitation email
Use a new-access invitation to set a NetSuite password, sign in, and verify the visible account and role.
How to complete first-time NetSuite login with a temporary password
Use an administrator-issued temporary NetSuite password, replace it, and verify the visible account and role.
How to Give a Customer and Its Contacts Customer Center Access in NetSuite
Customer Center logins are set on the customer record's Access subtab. Here is how to give the customer its own login, give one contact a separate login, leave another contact out, and check who can sign in.
How to give a vendor Vendor Center access in NetSuite
Turn on Vendor Access, give a vendor its own Vendor Center login from the vendor record's Access subtab, send the password setup email, add the Vendor Center role and check what the vendor can see.
Give an employee NetSuite access and assign a role
Enable a NetSuite employee’s login access, commit an appropriate role and check the saved settings. Distinguish access from invitation delivery.
How to give each NetSuite subsidiary its own invoice numbers
Turn on Use Subsidiary for invoices in Auto-Generated Numbers, give each subsidiary a Document Number Prefix, and get separate invoice sequences like INV-PAC-00001 and INV-ATL-00001.
Hide Current Page Results in NetSuite Global Search
Hide Current Page Results in NetSuite Global Search with the personal Page Search preference. Repeat the same query to verify global results remain.
How to prepare a CSV import in NetSuite
Use NetSuite's Import Assistant to select a record type, upload a CSV file, review data handling, and inspect field mappings before starting an import.
Move a Subsidiary to a Different Parent in NetSuite
Parent subsidiary is locked on saved subsidiaries. Open a dated window in General Preferences, accept the Subsidiary Hierarchy Modification Legal Notice, change the parent, and check the new structure in the Subsidiaries list.
Publish a NetSuite Home Dashboard to a Role and Check the Result
Add a saved-search queue to Home, publish it to another role with the existing-user override, and verify the role's dashboard.
How to remove selected personal information from a customer in NetSuite
Create and approve a scoped Personal Information Removal request, then verify the completed request and customer fields.
Request and Approve Employee Time Off in NetSuite
Submit a vacation request from the NetSuite Employee Center, approve it as the supervisor from Reminders, and check that the request is Approved and the days left to book went down.
How to reset NetSuite 2FA after getting a new phone
Click Reset 2FA Settings in the Home Settings portlet, confirm your password, then log in again. NetSuite opens Security setup, where you scan a new QR code, enter a verification code and save new backup codes.
How to schedule a CSV import for a later date in NetSuite
The Import Assistant has no schedule option. Use an import-scheduler SuiteApp's Scheduled Import record to queue a saved CSV import for a set date and hour.
How to Set External IDs on Existing Departments With a CSV in NetSuite
Give existing departments a code from another system with one CSV update. Export the list with Internal ID, import it as Classification and Department with Data Handling set to Update, and check the result.
How to Set Up a Passkey in NetSuite and Log In Without a Password
Open Manage Passkeys from the Settings portlet on your NetSuite Home dashboard, click Create New, confirm your current password, approve your browser's prompt, then log in with just your email address and Log In with Passkey.
How to Share a Saved CSV Import With Other Users in NetSuite
Make a saved CSV import mapping available to other users: open Saved CSV Imports, click the Access value, check Public on Share Import, pick the roles, save, then decide on Allow Audience to Edit.
How to show internal field IDs in NetSuite
Save the Show Internal IDs preference and reopen field help to reveal a NetSuite field ID, with screenshots of the before and after states.
How to Switch to NetSuite Next and Get Back to the Tab Layout
Turn on NetSuite Next from the profile menu, find the Customers list in the new Menu drawer, and find Exit NetSuite Next to get back to the tab-based layout.
Translate item names and descriptions in NetSuite
Save French item translations, check personal interface language separately, and compare English and French customer sales-order PDFs using the same template.
How to use prefixes and wildcards in NetSuite Global Search
Use emp:, cust: and other record-type prefixes in NetSuite Global Search, then use % and _ wildcards to find a record when you only know part of its name.