New Year, New NetSuite Admin Tips and Tricks

A new year lies ahead of us. It is a time for making resolutions, setting goals, and making plans. As we welcome 2023, we want to help you start the new year off right.?

We can’t predict what this year will bring, but we can help make your life a little bit easier. Here’s a handy cheat sheet that will help you get the most out of NetSuite in 2023 and beyond.?

General and User Preferences ??

• Adjust the number of rows in a list or entries in a search bar dropdown by going to Home > Set Preferences and under Optimizing NetSuite selecting the preferred number of results.?
• You can standardize date formats on that same Set Preferences General tab under Formatting.
• Change your NetSuite UI color scheme by navigating to Home > Set Preferences > Appearance. The Color Theme dropdown shows all available colors, including school colors for many US colleges.
• You can give all non-admin users the same toolbars rather than role-specific ones by navigating to the same Appearance tab and under Centers & Dashboards selecting the box next to Use Classic Interface.
• If you’re booking out-of-period transactions that you want tied to the general ledger for reporting purposes, go to the Analytics tab in Set Preferences, and under Reporting, change Report By Period to All Reports instead of Financials Only (the default setting).

Dashboards ??

• Sales and operations employees can quickly get the information they need with customer or vendor dashboards. First pull up a list of customers or vendors. Hover over the record and a Customer/Vendor Dashboard button should appear to the right of the Edit button. You can also access this when in a customer or vendor record by clicking View Dashboard in the upper-right hand corner.?
• For more information on the latest NetSuite release, hit Personalize in the upper-right corner of your home screen. Click the icon labeled New Release to add the New Release Portlet to your dashboard. From the portlet, you can review release notes and access your Release Preview account.
• Change how reports are categorized to what makes the most sense for you by navigating to Customization > Centers and Tabs > Center Categories > New.

Performance ??

• Double-click the Oracle NetSuite logo in the top left-hand corner for quick details on the performance of your NetSuite instance to quickly identify potential issues.
• Download the NetSuite Application Performance Management SuiteApp for a deeper look into system performance, including customizations and mission-critical operations. It shows a dashboard highlighting potential issues, performance KPIs, and server and client response times. It also helps prioritize problems by usage and traffic, among other tasks.

We’re always here to support you. Find out how NetSuite Advanced Customer Support can help optimize use of NetSuite.

Ebook: NetSuite Shortcuts That Will Save You Time

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Limiting Concurrency for Integrations

NetSuite supports countless integrations to help speed up and improve business activities. Once integrations are set up, managing integration feeds is key.

Ensure integrations work smoothly by limiting concurrent requests. Such limitation will lower the chance of other integrations encountering an error related to concurrency violation. This method is particularly useful if users do not have full control over an integration that sends a high number of concurrent requests to their account.

?Limit the concurrency for each integration using these steps:

1. Navigate to Setup > Integration > Manage Integrations.
2. Click the Integration for which you wish to edit the concurrency.
3. Click [Edit] and change the Concurrency Limit to the desired value. The maximum concurrency limit is based on the available Unallocated Concurrency Limit minus 1.
4. Click [Save].

To learn more about NetSuite’s Data Migration and Data Integration, visit the Oracle NetSuite Learning Center. Visit Learning Cloud Support to learn more about the LCS Company Pass.

This Tip of the Week is brought to you by the NetSuite Admin Corner.

In-Person Events

NYC Meet Up: NetSuite Planning and Budgeting

Thursday, January 12, 2023

5:00 p.m. -7:00 p.m. EST

Legacy Records, 517 W 38th St, New York, NY

Register here.

Austin Meet Up: NetSuite Planning and Budgeting

Thursday, January 17, 2023

5:00 p.m. -7:00 p.m. CST

South Congress Hotel: Cafe No Se, 1603 S Congress Ave, Austin, TX

Register here.

Chicago Learning Lab

January 19, 2023

Convene - Willis Tower, 233 S Wacker Dr, Chicago, IL

Register here.

Virtual Events

New Year, New Accounting Software

Thursday, January 5, 2023

11:00 a.m. -11:30 a.m. PST

Register here.

Meet Up: The Virtual Edition

Tuesday, January 10, 2023

9:00 a.m. -10:30 a.m. PST

Register here.

Project Reporting and Dashboards With Project 360

Thursday, January 12, 2023

10:00 a.m. -10:30 a.m. PST

Register here.

NetSuite for Small and Startup Product Businesses

Thursday, January 12, 2023

10:00 a.m. -10:45 a.m. PST

Register here.

Meet Up: NetSuite Administrators

Tuesday, January 31, 2023

9:00 a.m. -10:30 a.m. PST

Register here.

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