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Certified NetSuite ERP consultant Abby Witmer shows how to set a custom numbering scheme for records and transactions. Under Setup – Company – Auto-Generated Number, you can set up auto-generated numbers for Entities, Documents, CRM and Schedules. You can also set a custom prefix, suffix, a minimum number of digits, and a custom starting number.
WatchCertified NetSuite ERP consultant Abby Witmer shows how to verify an email was sent by NetSuite. By default, only administrators can view the sent email list, but the Sent Email permission can be assigned to other roles.
WatchCertified NetSuite ERP consultant Abby Witmer shows how to rename records from NetSuite’s default labels to match your company’s terminology. For example, NetSuite uses the term Vendor, while many businesses prefer the term Supplier.
WatchCertified NetSuite ERP consultant Abby Witmer shows how to find your account ID. As an administrator, under Setup, Company, Company Information, you will find the Account ID under the Time Zone setting. You can also find the Account ID in your NetSuite URL.
WatchCertified NetSuite ERP consultant Abby Witmer shows how to: Customize and assign roles to employees View all roles permissions, or only display the permissions that are different when comparing two roles Export these permissions as a .csv or Excel file
WatchCertified NetSuite ERP consultant Abby Witmer shows how to view the transaction audit trail. In this video, you will learn how to find the following in NetSuite: When a record was changed Who changed the record What change was made
WatchCertified NetSuite ERP consultant Abby Witmer discusses setting up reminders in NetSuite.
WatchCertified NetSuite ERP consultant Abby Witmer discusses personalizing the ‘Create New” menu in NetSuite.
WatchCertified NetSuite ERP consultant Abby Witmer discusses changing the account color theme in NetSuite.
WatchCertified NetSuite ERP consultant Abby Witmer discusses adding links to shortcuts in NetSuite.
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