Add a Custom Center Tab to the NetSuite Navigation Bar
Create a NetSuite center tab, add a center category of report links to its menu, and add a Links portlet so the tab's page lists the same reports.
NetSuite guides
Customization in NetSuite
Start with an existing form, template, or record and a specific change. Preview the result, save it, and confirm the settings and output before using it for other records.
Add a labelled date to a NetSuite purchase-order PDF
Add a labelled transaction date to an existing purchase-order Advanced PDF template in NetSuite. Preview, save and reopen it to check the change.
How to Add Created From to a Standard NetSuite Report with a Custom Field
Copy Created From into a stored custom body field with a workflow, backfill old fulfillments with a CSV update, and add the field to Inventory Activity Detail.
Add Quantity to an existing NetSuite Basic PDF invoice
Add Quantity to an existing NetSuite Basic PDF invoice through Printing Fields. Set its relative width and compare the same invoice before and after.
How to print internal item names on a Basic NetSuite purchase-order PDF
Source Item Name/Number into an unstored transaction line field, configure the exact Basic purchase-order form, and compare the printed item column.
How to Block a NetSuite Purchase Order Save with a Workflow Error Message
Use a SuiteFlow Return User Error action on Before Record Submit to stop a purchase order from saving without a Department, and tell the user what to fix.
Browse the SuiteApp Marketplace in NetSuite
Browse visible SuiteApp Marketplace listings, review catalog filters and sorting, and move between result pages without installing or changing a SuiteApp.
Build a Bill Payment Approval Workflow in NetSuite
Use a SuiteFlow workflow to send NetSuite bill payments over 5,000.00 to Pending Approval with Approve and Reject buttons. The payment still posts; the workflow records the decision.
Change the Fields Shown When You Hover a Customer in NetSuite
The hover preview on a customer link comes from the Quick View tab of the customer's entry form. Remove fields, add Sales Rep, reorder the list, save the form, and check the preview.
Create a Custom Item Field for Specific Item Types in NetSuite
Add a List/Record custom item field, apply it only to inventory items and kits, place it on the main item form with help text, and check that service items stay clean.
Create a Custom Segment in NetSuite and Report Revenue by It
Create a GL-impacting Fulfillment Channel custom segment, apply it to sales orders and invoices, and split the NetSuite Income Statement into one column per channel.
Create a NetSuite invoice email template with merge fields
Create a reusable NetSuite invoice notice with customer-name and transaction-total merge fields. Save the email template and check its retained content.
How to customize a sales order PDF in NetSuite
Add Department to a NetSuite sales order PDF and hide the complete Tax Total row when the order has no tax.
How to default a sales order payment method from the customer in NetSuite
Build a NetSuite workflow that sources Payment Method from the selected customer while preserving an existing order-level choice.
How to Email NetSuite Invoices to Multiple Contacts with a Workflow
Keep extra invoice recipients on the customer and let a SuiteFlow Send Email action copy them on every new invoice, with your own sender, template and PDF.
Escape ampersands in NetSuite Advanced PDF templates
Fix a literal ampersand XML error in a copied Advanced PDF/HTML template and verify that its unsaved sample preview prints one ampersand.
Filter One Custom Dropdown by Another in NetSuite
Make a custom List/Record field depend on another field with Sourcing & Filtering: set Source List to the parent field and Source Filter By to the matching field on the child record type.
How to search for a SuiteApp in NetSuite
Open the SuiteApp Marketplace, browse available applications, and review a listing's features, publisher, version details, and installation action without installing it.
How to Find Which Script Changes a Sales Order on Save in NetSuite
Use Customization > Scripting > Scripted Records to see every script and workflow on Sales Order, find the beforeSubmit user event script, and confirm its deployment.
Fix a NetSuite Invoice Email That Breaks in Outlook
An Advanced PDF/HTML template can preview perfectly and still arrive garbled by email. Assign an email copy on the invoice form, then strip the PDF macros and wrap the invoice in a centered 600px table.
Fix the Unexpected Directive Error in a NetSuite Advanced PDF Template
When Preview fails with Unexpected directive "</#if>", the real damage is usually a few lines higher. Restore the missing directive spaces, then resize the logo and narrow its cell so the invoice header lines up.
Hide a zero discount on a NetSuite Cash Sale PDF
Wrap the complete Discount row in a FreeMarker condition, then print zero and nonzero Cash Sales through the assigned Advanced PDF template.
How to Install a Bundle with SuiteBundler in NetSuite
Find a bundle in Search & Install Bundles, pick the right one when two share a name, install it, and refresh Installed Bundles until it finishes.
Lock Approved Sales Orders with a Workflow in NetSuite
Add a Lock Record action to the Approved state of a sales order approval workflow so approved orders lose their Edit button, then add a User Role condition so administrators can still edit.
How to make Terms mandatory on the NetSuite customer form
Customize the NetSuite customer entry form so Terms is mandatory, make it preferred, and confirm a new customer can't be saved without Terms.
How to store a Workflow Action Script return value in NetSuite
Return text from a NetSuite Workflow Action Script, map it to a state field, and verify the stored value separately from the execution logs.
Place a custom checkbox on a NetSuite sales order form
Create a NetSuite transaction body checkbox, apply it to a custom Sales Order form, and place it beneath Memo in Primary Information.
How to review an invoice approval workflow in NetSuite
Review an invoice approval workflow's release status, configured states, initiation event, and supervisor condition in NetSuite without processing an invoice.
Show Support Cases on an Item Record with a Custom Sublist in NetSuite
Build a public Case saved search with Item as its first available filter, add it under Customization > Forms > Sublists on the Item subtab, and see each item's own cases on its Communication tab.
Show Total Item Quantity on a NetSuite Sales Order
Add a Total Line Quantity field to NetSuite sales orders by pointing a non-stored custom body field at a summary saved search that sums line quantities.
How to Show Who Entered a NetSuite Sales Order with a Custom Field and a Workflow
Add an Order Entered By transaction body field and a SuiteFlow Set Field Value action that fills it with the current user when a sales order is created.
How to customize standard field help in NetSuite
Replace the help beside a standard customer field, choose its form scope, verify the saved instruction, and restore the original help text.
Test a Scheduled Workflow Now with Execute Now in NetSuite
Switch a scheduled NetSuite workflow to Testing, click Execute now to run it on up to 20 saved search results, check the Scheduled Log and a record's Workflow History, then release it again.
How to track vendor insurance certificates with a custom record in NetSuite
Create a Vendor Insurance Certificate custom record type, add an Expiration Date field and a parent Vendor field, then add certificates from the vendor record.
Turn off the default Sales Order email checkbox in NetSuite
Clear the customer email preference, set the selected Sales Order form's To Be E-mailed default to Unchecked, and inspect a fresh order before saving.
Use Your Own HTML Layout for a NetSuite Online Form
Publish a NetSuite online customer form in your own HTML design: add NL field tags, upload the file, create an Online Form Template, and keep tags and fields in step.