Are you looking for ways to maximize your NetSuite usage? Here are some simple yet useful tips you can apply when setting preferences in NetSuite. This is meant to improve your efficiency when using the software.

In this tutorial, you will learn the following:

I suggest you watch the video. It’s easier to understand if you are a visual/audio learner. The content below is the same as the video. It’s for those who learn by reading.

 

Setting Preferences

From the homepage, you will see settings. This page allows you to personalize your dashboard or to set preferences.

Here, you can update your account details such as security questions, email address, and password.

Screenshot of Setting Preferences

Fig. 1 – NetSuite Setting Preferences

The settings can be placed anywhere in the dashboard, but it’s the one thing that cannot be removed from the dashboard.

Remember, the changes you do only affects your own page and how you view it. It doesn’t affect other users.
Once you click on set preferences, you can now change or set any of the following:

  • Language
  • Search Sorting
  • Time Zone
  • First Day of the Week
  • Date and Time
  • Number Format
  • Option to Automatically Put a Place Decimal

If you are unsure of what an item is for, you can click on the item and see the Help field. Most of them are clickable, so if you find yourself lost, go ahead and click on them and read what each item does.

Screenshot of Setting Preferences and help

Fig. 2 – NetSuite Setting Preferences and Help

 

Setting Preferences for Internal ID (turned off)

In the set preference options, you will see “show internal IDs.” To turn this off, the box should be unchecked and saved as shown below.

Screenshot of Setting Preferences for Internal ID

Fig. 3 – Setting Preferences for Internal ID (turned off)

The internal IDs are helpful because each general ledger account has its own unique ID. When you do a lot of csv updates or uploads, the quickest way to search or identify transactions is through their internal ID.

See how turning off the internal ID setting affects the Chart of Accounts list.

Screenshot of Chart of accounts Internal ID is turned off

Fig. 4 – Chart of Accounts and internal ID turned off

There is the account name, account number, and all the other information about the account, except for the internal ID column.

 

Setting Preferences for Internal ID (turned on)

Now, to show the internal IDs on the chart of accounts, just follow these simple steps.

  • Go to home
  • Settings
  • Set preference
  • Check the box for “Show Internal IDs” and save

If you take a look back at the Chart of Accounts, you will now see the Internal ID column.

Screenshot of Chart of accounts Internal ID is turned on

Fig. 5 – Chart of Accounts and internal ID turned off

Having the internal ID in sight will help you avoid confusion with similar names when you need to update multiple accounts in one go.

When this setting is turned on, it also affects the list or transactions, like in Sales Order list below.

Screenshot of Sales order list

Fig. 6 – Sales Order List and you will see the internal ID column

Here, you are able to see the internal ID to which each sales order item is related to.

 
Summary

You have just learned how you can save yourself a lot of time just by changing or turning on some of the preferences in NetSuite. You can go back to these sections below.

 

watch video in youtube

 

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