Solution Architect skilled in Salesforce, NetSuite and JavaScript Development
I would buy Peter Ries’ book if given the opportunity or give it to new members of my team. I think there are a lot of things to learn about NetSuite and Peter is a great writer.
A pivot report is a matrix-based report that has subtotals across both rows and columns and allows us to summarize a much larger dataset.
From time to time, as a NetSuite Administrator or Developer you will come into situations where someone has clicked “Store Form With Record” and you need to change all of the records to potentially use a new form.
In this post, you’ll learn how to actually point records to use the new form.
If you are like me, you’ve had a requirement to customize the list of values in the Industry field which appears on Leads, Prospects, and Customers.
In this blog article, you’ve learned how to customize the NetSuite Industry list that was installed through the Enhanced Sales Center Bundle.
The NetSuite stock Electronic Bank Payments module doesn’t actually support the CPA-005 format.
Adding a valid DKIM record to NetSuite is pretty easy! Follow these instructions to get it done in a few minutes.
Programming on any cloud platform can be a really frustrating experience. NetSuite has a lot of the same quirks and annoying things that other platforms have whether it be Salesforce, SharePoint, or something else.
Auditing the number of users and who the power users are of NetSuite is unfortunately one of those things Administrators need to do just as the company begins it’s renewal process. Answering questions like can we reduce the number of users and save dollars is always important.
In NetSuite, it’s pretty easy to see who is regularly using the software. To do this, we simply need to sign in as an Administrator so we can Use the Login Audit Trail. To access it we simply go to Setup -> Users/Roles -> View Login Audit Trail
The Login Audit Trail is a prebuilt search that allows us to filter results by user, by role, or by a specific date rate. The form will load and then we’re able to see the results by clicking “Submit”.
And then, you’ll see a page of the results with the login date, email address, user’s name, the Role they used, the IP address, and whether it was successful or not.
What I then do is export the list and build a pivot table with the user’s name and the count of sign ins to better understand who my power users are.
Hope this helps!
The big reason to implement an enterprise resource planning platform like NetSuite is to be able to make data driven decisions. In this post, we look at the different “reporting” tools available in NetSuite.
When starting to develop on NetSuite it can be a pretty frustrating experience because the documentation reads more like marketing speak than a recipe guide of how to do something.
In this blog post, we walk through how to set a default field in NetSuite.
One of the first things I do, when taking over a NetSuite instance is making sure that SuiteScript support is enabled.
When creating a NetSuite Formula field for a report, saved search, or a SuiteAnalytics report you will at some point need to create a field that returns a boolean value.
In NetSuite, the formula fields use a different value than true or false or 1 or 0. Instead of returning true or false or 1 or 0, you must return ‘T’ or ‘F’.
T = true
F = false
Over the years, I’ve been blessed to work a lot with different ERPs and CRMs. NetSuite in particular is pretty hard to crack into because there’s very little “free” training available out there and the documentation is pretty poor.
NetSuite like a lot of software as a service applications uses a variation of JavaScript to allow customization. NetSuite’s variation is called SuiteScript.
SuiteScript allows developers to create front end interfaces and do customized backend development to meet business needs. I used a video called SuiteScript 101 from YouTube to get started.
Learning to extend NetSuite through code has allowed me to pull off some pretty impressive things and save the companies I’ve worked at a considerable amount of money.
If you’re like me and come from a Microsoft background, VSCode is a pretty good editor for using with NetSuite. Notepad++ is also a pretty good option too.
On mac, TextWrangler has been one of my go to editors for a long time.
SuiteScript’s on platform APIs aren’t all that intuitive, so it’s important to find a pretty good resource that has them documented. Suite Coder has put together a pretty exhaustive list of most of the NetSuite API.
NetSuite’s API is named SuiteTalk, it comes in two forms a SOAP API and a REST version. If you are using Nodejs you likely would better off using the REST API, otherwise SOAP might be better.
For Nodejs there’s a number of libraries on NPM that allow us to skip writing a lot of boilerplate code. If you are using a language that uses the .NET Framework and are using Visual Studio, you should really look at using the SOAP API and autogenerating a lot of the code.
NetSuite is customizable, cloud based, enterprise software for running a small-medium or mid-market sized business. Aside from Salesforce, there isn’t really much software out there that allows a company to tightly integrate all of the business into one solution that can scale really well.