NetSuite Knowledge Base

How do I find my NetSuite Account ID?

Your NetSuite Account ID can be found in several places:

• In the URL when logged into NetSuite: https://[ACCOUNT_ID].app.netsuite.com
• Go to Setup → Company → Company Information – the Account ID is displayed at the top
• In the footer of your NetSuite account

How do I enable features in NetSuite?

To enable features:

1. Navigate to Setup → Company → Enable Features
2. Select the appropriate tab (Accounting, CRM, Employees, Items & Inventory, SuiteCloud, etc.)
3. Check the boxes for features you want to enable
4. Click Save

Note: Some features may require specific NetSuite editions or additional licenses.

How do I set up subsidiaries in NetSuite?

To set up subsidiaries:

1. Go to Setup → Company → Subsidiaries
2. Click New
3. Enter the subsidiary name and legal name
4. Set the parent subsidiary (if creating a child)
5. Configure currency, tax registration, and address
6. Click Save

How do I view NetSuite release notes?

To view release notes:

• In NetSuite, go to Help → Release Notes
• Navigate to Setup → Company → General Preferences to see your current version
• Check SuiteAnswers for release announcements and feature updates

How do I create a new user in NetSuite?

To create a new user:

1. Navigate to Setup → Users/Roles → Manage Users
2. Click New
3. Enter the user’s email address (this will be their login ID)
4. Fill in First Name, Last Name, and select a Role
5. Configure additional settings as needed
6. Click Save

Note: Ensure you have available user licenses before creating new users.

How do I reset a user password?

To reset a user password:

1. Go to Setup → Users/Roles → Manage Users
2. Find and click on the user
3. Click Edit, then Change Password
4. Enter a new password and confirm it
5. Click Save

How do I fix “Permission Violation” errors?

Permission errors occur when your role lacks required permissions:

1. Navigate to Setup → Users/Roles → Manage Roles
2. Edit the role experiencing the issue
3. Under Permissions, add the missing permission with “Full” access
4. Save the changes

How do I enable two-factor authentication (2FA)?

To enable 2FA:

1. Go to Setup → Company → Enable Features
2. On the Company tab, check “Two-Factor Authentication”
3. Save and configure 2FA settings under Setup → Users/Roles → Two-Factor Authentication

How do I create a custom role?

To create a custom role:

1. Go to Setup → Users/Roles → Manage Roles
2. Click New Role
3. Define the role name and center type
4. Under Permissions, assign permissions for Transactions, Reports, Lists, and Setup
5. Set access levels: View, Create, Edit, or Full
6. Click Save

How do I create a saved search?

To create a saved search:

1. Navigate to the record type you want to search
2. Click the Search button
3. Set your search criteria using filters
4. Add columns to display in results
5. Click Save & New and enter a name
6. Choose who can access it (Public, Private, or specific roles)

How do I create a dashboard?

To create a dashboard:

1. Go to Home → Set Up Dashboards
2. Click New Dashboard
3. Add portlets (Saved Searches, Reports, KPIs, Reminders)
4. Arrange portlets by dragging and dropping
5. Set as default or assign to specific roles

How do I export data from NetSuite?

Several ways to export data:

• From a List: Select records, click Export, choose format (CSV, Excel)
• From Saved Search: Open search, click Export
• SuiteAnalytics Connect: For large datasets using SQL queries
• REST API: Programmatic export with pagination

How do I schedule a saved search?

To schedule a saved search:

1. Open the saved search and go to the Email tab
2. Check “Send Email”
3. Enter recipient email addresses
4. Set the schedule (Daily, Weekly, Monthly)
5. Choose export format (CSV, Excel, PDF)
6. Click Save

How do I create an inventory item?

To create an inventory item:

1. Go to Lists → Accounting → Items
2. Click New and select Inventory Item
3. Enter SKU, Description, Base Price
4. Configure costing method (FIFO, LIFO, Average)
5. Set reorder points and preferred stock levels
6. Click Save

How do I fulfill a sales order?

To fulfill a sales order:

1. Open the sales order
2. Click the Fulfill button
3. Enter quantities to fulfill for each line item
4. Select shipping method and enter tracking number
5. Click Save

How do I adjust inventory quantities?

To adjust inventory:

1. Go to Transactions → Inventory → Adjust Inventory
2. Select the location
3. Add items and adjustment quantities
4. Enter adjustment accounts and memo
5. Click Save

How do I transfer inventory between locations?

To transfer inventory:

1. Go to Transactions → Inventory → Transfer Inventory
2. Select the From Location and To Location
3. Add items and quantities
4. Click Save

How do I run financial reports?

To run financial reports:

1. Navigate to Reports → Financial
2. Select report type (Income Statement, Balance Sheet, Cash Flows)
3. Set the date range
4. Configure columns, filters, and grouping
5. Click Run and export if needed

How do I create a budget?

To create a budget:

1. Go to Planning → Budgets → Budgets
2. Click New
3. Enter budget name and fiscal year
4. Choose accounts to budget
5. Enter amounts by period or import from Excel
6. Click Save

How do I process a customer payment?

To process a customer payment:

1. Navigate to Transactions → Customers → Accept Customer Payments
2. Select the customer
3. Choose invoices to apply payment to
4. Enter payment amount and method
5. Select deposit account
6. Click Save

How do I create a lead?

To create a lead:

1. Navigate to CRM → Sales → Leads
2. Click New
3. Enter Company Name, Contact, Email, Phone
4. Set lead source and status
5. Assign to a sales representative
6. Click Save

How do I convert a lead to an opportunity?

To convert a lead:

1. Open the lead record
2. Click Convert
3. Choose to create Customer/Prospect, Contact, Opportunity, or Estimate
4. Fill in conversion details
5. Click Save

How do I create a quote?

To create a quote:

1. Go to Transactions → Sales → Create Estimates
2. Select the customer
3. Add line items with products or services
4. Set prices, quantities, and discounts
5. Set expiration date
6. Click Save

How do I add custom fields?

To add custom fields:

1. Go to Customization → Lists, Records, & Fields
2. Select the field type (Transaction Body, Transaction Column, Entity, etc.)
3. Click New
4. Enter Label and ID
5. Configure properties (Required, Default Value, Validation)
6. Set role permissions
7. Click Save

What are the SuiteScript script types?

NetSuite supports several script types:

• Client Scripts: Run in browser, enhance UI and validate data
• User Event Scripts: Execute on record create, update, delete
• Scheduled Scripts: Run on schedule for batch processing
• Map/Reduce Scripts: Process large datasets in parallel
• RESTlets: Expose REST endpoints for integrations
• Suitelets: Create custom pages and forms

How do I troubleshoot “Governance Limit Exceeded” errors?

To troubleshoot governance errors:

• Check script execution logs under Customization → Scripting → Script Execution Log
• Optimize scripts by reducing record loads and batching operations
• Use search instead of record.get when possible
• For Map/Reduce scripts, ensure proper work distribution

Limits: Scheduled (10,000 units), RESTlets (5,000), User Events (1,000)

How do I create a workflow?

To create a workflow:

1. Go to Customization → Workflow → Workflows
2. Click New
3. Enter Name and select record type
4. Set trigger (On Create, On Update, On View)
5. Add states and actions (Send Email, Set Field Value, etc.)
6. Configure conditions and transitions
7. Set status to Released and save

Workflow vs SuiteScript: When to use each?

Key differences:

• Workflows: No-code, point-and-click, easier to maintain, limited to predefined actions
• SuiteScript: Code-based, more flexible and powerful, requires programming
• Best Practice: Use workflows for simple automation, SuiteScript for complex logic

How do I set up token-based authentication?

To set up TBA:

1. Enable Token-Based Authentication under Setup → Company → Enable Features → SuiteCloud
2. Create integration: Setup → Integration → Manage Integrations → New
3. Note the Consumer Key and Consumer Secret
4. Create access token: Setup → Users/Roles → Access Tokens → New
5. Note the Token ID and Token Secret

What are NetSuite REST API rate limits?

NetSuite REST API limits:

• Rate Limit: 5,000 requests per hour per account
• Concurrency: 5 simultaneous requests
• Request/Response Size: Maximum 50MB each

Implement retry logic with exponential backoff for HTTP 429 errors.

How do I troubleshoot integration errors?

To troubleshoot:

• Check Setup → Integration → Web Services Preferences
• Review execution logs for RESTlet/Suitelet errors
• Verify API credentials and token validity
• Check role permissions (User Access Tokens, Web Services)
• Validate data formats and required fields

What is SuiteAnswers?

SuiteAnswers is NetSuite’s self-service support portal with 50,000+ articles. Access it:

• In NetSuite: Support → Go to SuiteAnswers
• From the Help Center toolbar

Note: You must be logged into NetSuite to access SuiteAnswers.

How do I submit a support case?

To submit a support case:

1. Log in to NetSuite
2. Go to Support → Go to SuiteAnswers
3. Click “Contact Support”
4. Click “Create Support Case”
5. Fill in Subject, Category, Priority, and Description
6. Attach relevant files and submit

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