Enable Features general functionality Flashcards
Track and classify your transactions by category.
Departments
Track activity by location.
Locations
Sort transactions in any way you find helpful. This adds a link to Classes on your Lists page.
Classes
Track projects for customers. A project is a subrecord of a customer record that shows costs and revenues for a particular project.
Projects
Track additional information about projects and keep them separate from customers.
Project Management
Track projects by creating a fixed project plan. Project plans are not adjusted when work is tracked outside the original fixed plan.
Planned Work
Calculate costs for project labor and account for those costs in your general ledger, and create project specific cost and billing budgets.
Job Costing and Project Budgeting
Create a customized project profitability report based on accounts and items instead of transactions.
Advanced Project Profitability
Use activity codes to classify transactions across projects and customers when using Advanced Project Budgets.
Activity Codes
enables businesses to create a custom hierarchical structure for tracking project expenses and costs.
Advanced Project Budgets
Define various units used to stock, purchase, and sell inventory items, and track non-monetary accounts. The Statistical Accounts feature must be enabled. (Go to Setup > Company > Enable Features. On the Accounting subtab, Statistical Accounts is listed under Advanced Features.)
Multiple Units of Measure
Make it mandatory for users to provide a reason for deleting transaction records. All transactions listed at Setup > Company > Auto-Generated Numbers on the Transaction Numbers subtab are affected by this feature.
This feature can be disabled after use.
In some countries providing a reason why a transaction was deleted is a legal requirement.
Use Deletion Reason
In NetSuite OneWorld, assign one primary subsidiary and multiple secondary subsidiaries to a customer or subcustomer record. (Go to Lists > Relationships > Customers > New.) When you select one of these on a transaction, you can associate the transaction with any subsidiary assigned to the customer.
may be enabled to allow creation of customer records across subsidiaries.
Multi-Subsidiary Customer
feature enables you to set up flexible document and transaction numbering that reflect the requirements of the countries you do business in. With this feature, you can create multiple complex numbering sequences per transaction type, fiscal year, and other selected criteria. automatically updates your document or transaction number sequence, for example, when a new fiscal year begins, or you create different types of transactions.
The generated numbers use prefixes and suffixes that you set in each rule. You can also prioritize advanced numbering rules to run under different circumstances. NetSuite generates the number when you save the transaction
Advanced Numbering
Allocate resources to projects, view and manage resource allocations, and monitor utilization rates.
Resource Allocations
Check this box to do the following:
* Allow users to choose the language of the NetSuite user interface. See Choosing a Language for Your NetSuite User Interface.
* Allow customers to see item names, descriptions, and expense categories in the language selected on the customer’s record on printed transaction forms.
* Allow translation of website elements to display in each visitor’s language. These elements include website items, saved searches, tabs, categories, email forms, text, and images, and formatted website text.
Note that only the system-supported languages available as user preferences are supported for printed transaction forms. Additional languages are supported for website translations.
At Setup > Company > General Preferences, you need to specify the languages for which you want to provide translation strings for items on printed transaction forms and/or your website. See Configuring Multiple Languages. After you have specified a language in General Preferences, you can translate item names and descriptions on item records or by going to Lists > Mass Update > Bulk Update Translation.
Multi-Language
Use foreign currencies for sales and purchase transactions and account for the fluctuations in exchange rates. This feature enables the creation of sales transactions in multiple currencies for individual customers and to track open balances in each transaction currency. This feature also enables you to enter purchase transactions in multiple currencies for individual vendors, and keep track of open balances in each transaction currency. When you create a vendor record, you set a primary currency and additional currencies available for transactions with that vendor.
Multiple Currencies
Automatically update currency exchange rates by the specified provider one time each day.
Agree to the Notice, as required. NetSuite stores the user ID and time and date stamp of account changes in system notes.
Click Forex Data provider to go to its website.
Currency Exchange Rate Integration
Store multiple currency exchange rates for a currency pair and date. Unless you enable this feature, you can have only one exchange rate for each currency pair and date combination
Currency Exchange Rate Types
Enable international and national phone number formatting for this role.
Worldwide Support for Phone Number Formatting
Edit records directly from their corresponding lists and from search results.
Inline Editing
Enable the ability to upload or link to documents and images, and then associate them with records your customers, vendors, and employees can view.
File Cabinet
Check this box to have expense file attachments automatically submit to a dedicated employee expenses folder, predefined by the system.
Enhanced File Security –Employee Expense Report Folders
Have NetSuite to compare customer and contact records and notify you of possible duplicates.
Duplicate Detection & Merge
Create access rules for employees based on the IP address of the computer used to log in.
IP Address Rules
Gives a role access to a functionality that is currently only accessible to the standard Administrator role.
Core Administration Permission
Enable users to receive push notifications on mobile devices.
Mobile Push Notification
Use NetSuite for your business’s accounting.
Accounting
Maintain accounts receivables records and track invoices, receipts, cash sales, payments, and customer records.
A/R (Accounts Receivable)
Maintain accounts payable records and track purchases, bills, vendors, and payee records.
A/P (Accounts Payable)
Group transactions as they occur during periods of time, and to allow management of financials by these defined time periods.
Accounting Periods
Apply gapless numbering sequences to all general ledger posting transactions. Gapless numbering sequences enables companies to meet international auditing requirements.
GL Audit Numbering
Account for fixed expenses without splitting them among individual departments, classes or locations in advance of incurring the expenses.
Expense Allocation
Dynamically calculate the weight of any statistical allocation, based on the balance of the statistical account through statistical journals, at the time the allocation journal is generated.
This feature also enables you to run multiple dynamic allocation schedules in a specific sequence, or batch.
Dynamic Allocation
This feature supports the use of revenue arrangements and plans to automate revenue deferral, recognition, reclassification, forecasting, and auditing. It is compliant with the ASC 606 revenue standard.
Advanced Revenue Management (Essentials)
This feature adds flexibility to Advanced Revenue Management (Essentials) by enabling you to define recognition attributes for revenue elements based on specified criteria. As a result, the same item can have different attribute values in different revenue elements.
Rule-Based Recognition Treatment
Create multiple budgets for the same combination of customer, item, class, location or department criteria.
Multiple Budgets
Allow intercompany time entries and expense transactions, and the transfer of time and/or expense charges from one subsidiary to another in a OneWorld account.
Intercompany Time and Expense
Create intercompany sales orders from intercompany purchase orders, reconcile intercompany transactions, and generate intercompany elimination journal entries automatically using the Period Close Checklist.
Automated Intercompany Management
Enable the cross-subsidiary order and fulfillment process for external orders.
Automated Intercompany Drop Ship
Enable this feature to define criteria for intercompany business workflows.
Intercompany Framework
Enable this feature to apply payments, credits, and deposits either through the top-level customer or through individual subcustomers and to print consolidated customer statements.
Consolidated Payments
Use this feature to match and clear in-transit vendor payments.
Match and submit transactions for reconciliation on the Match Bank Data page. When you submit the matched in-transit transactions for reconciliation, NetSuite automatically generates the final-stage (confirmed) payments for the match and clears them. Reconcile the payments on the Reconcile Account Statement page.
In-Transit Payments
Enable this feature to record and track deposit amounts paid to vendors before they accept a purchase order for a good or service.
You can apply these prepayment amounts against open bills for the vendor. You can record and track multiple prepayments and prepayment applications for your vendors.
Vendor Prepayments
Use this feature to create different accounting period and tax period rollups for your subsidiaries. Create fiscal calendars to define accounting and tax period rollups.
Multiple Calendars
Track non-monetary data and then use this information on reports and income statements to view its relationship with the financial activity of your organization.
If you check the Dynamic Allocation box, located under Advanced Features, you can run any allocation schedule weighted by the balance of a statistical account.
Statistical Accounts
Enable this feature to define posting rules that specify the accounts to which foreign currency variances post.
Foreign Currency Variance Mapping
Enable this feature to balance transactions by segment through a process that creates balancing journals.
Balancing Segments
Enable this feature to create installments for customers who pay for items over time using installment-based payments.
Installments
Enable this feature to process and post subsidiary consolidation and income statement closing using a transaction type called Period End Journal. Period end journals are generated automatically when you complete the Create Period End Journals task on the Period Close Checklist.
Period End Journal Entries
Amortize revenue from your sales.
Revenue Recognition
Enable recognition of revenue prior to billing customers. These appear and behave like invoices; both cause revenue recognition, based on sales orders and returns. However, an invoice creates a customer liability, whereas a this does not trigger an invoice and customer liability.
Revenue Commitments
Defer revenue on products with multiple elements using Vendor Specific Objective Evidence (VSOE) capabilities. VSOE revenue recognition includes support for the residual method, SOP 98-9, as well as SOP 97-2.
VSOE
Forecast revenue based on sales order amounts and return authorization amounts. A revenue forecast gives a more complete picture using sales orders because it includes all orders whether they are billed, unbilled, or use multiple invoices.
Sales Order Revenue Forecasting
Allocate an expense across a range of time and then recognize the expense in increments, only as goods or services are used. For example, defer a prepaid expense such as insurance and amortize the proper amount over the period the insurance is in effect.
Amortization
This feature allows you to post book-specific adjustments to a secondary, adjustment-only book at closing. They serve as a light version of multi-book accounting, but you do not need the Full Multi-Book Accounting feature to use them.
Adjustment Only Books
use multiple accounting books to manage your business.
Multi-Book Accounting
Check this box to allow different account values to be used across accounting books.
Chart of Accounts Mapping
Check this box to manage foreign currency transactions automatically across accounting books.
Foreign Currency Management
Check this box to use independent closure of accounting periods by accounting book.
Revenue and Expense Management
This feature enables you to use tax schedules to track taxes for each nexus in which your company is required to pay taxes.
Advanced Taxes
Check this box if your company is registered for the EU One Stop Shop (OSS) VAT scheme. The OSS feature in NetSuite enables you to charge the appropriate tax on B2C sales of digital services based on the VAT rate of the customer’s EU member state.
EU One Stop Shop
Check this box to define different tax engines for different tax jurisdictions and visualize tax details on each transaction.
SuiteTax
Provide estimates to your customers and then convert them into invoices.
Estimates
Track customer orders and then convert them into invoices.
Sales Orders
Use return authorization numbers to track approved returns.
Return Authorizations
Issue purchase orders, receive against those orders and create bills from those receipts.
Purchase Orders
Use return authorization numbers to track items you return to vendors.
Vendor Return Authorizations
Send a request to one or more vendors asking them to provide specifics about their pricing, terms and conditions in regard to a purchase contract for a product they sell.
Request for Quote
Use these transactions to initiate the purchasing process when an employee or company representative needs something that must be purchased using company funds. The person requesting the purchase (requestor) specifies which items, services or expenses they need a buyer to purchase. Buyers can then use requisitions to create the purchase orders necessary to fulfill the requisition requests.
Requisitions
Allows purchasing managers and buyers to use contracted terms, pricing, and delivery schedules when purchasing materials for a company.
For example, instead of having terms and pricing based only on a specific purchase order being placed, buyers can automatically take advantage of quantity-based terms and discounts based on an annual volume of goods or services purchased.
Purchase Contracts
Improve buyer efficiency and accuracy and potentially reduce procurement spending. These define a pre-determined price for a set quantity of items you will buy from a vendor during a time period. They specify the item, price, quantity, terms and effective time period.
Blanket Purchase Orders
Set at least four different price levels for each item.
Multiple Prices
lets you automatically apply different sales prices to items that depend on the quantity being sold. This enables you to offer discounts to customers who buy in bulk.
Quantity Pricing
Enable Gross Profit estimates and track gross profits at the item and transaction level.
(Gross Profit = Sales – Costs)
Gross profit estimates are based on a complex interaction of prices, discounts, costs, and ultimately gross profits at several levels.
Gross profit estimates supply decision-making information to sales teams and executives throughout the sales process, from the opportunity stage early in the sales cycle on through to the issuance of an invoice.
Gross Profit
Calculate alternate sales amounts on sales orders, estimates, opportunities, and return authorizations.
Alternate sales amounts can be used to calculate commission and sales forecasts and can be used to measure quotas.
Alternate Sales Amount
Create codes that can be used to associate customers and sales with partners and track campaign return on investment.
If you associate a discount item with a promotion code, the code can be used as a coupon code for any item or for specific items that you select when creating the code.
Promotion Codes
Leverage some of NetSuite’s multiple (stacked) promotions capabilities on your SuiteCommerce Advanced Site.
SuitePromotions
Automatically apply multiple promotions to a transaction.
Auto-Apply Promotions
Require a customer deposit on sales orders. You can specify a percentage or an amount.
Required Deposit Workflow
Gives your fulfillment manager the configuration tools to automatically set fulfillment locations on sales order lines.
Automatic Location Assignment
Fulfill and bill your sales orders in separate steps.
Advanced Shipping
FURTHER REFINES THE SHIPPING PROCESS TO ALLOW YOU TO TRACK SEPARATE STAGES FOR PICKING, PACKING, AND SHIPPING ORDERS.
Pick, Pack and Ship
Use fulfillment requests in your item fulfillment or store pickup fulfillment workflows.
Fulfillment Request
Give your Fulfillment Manager the configuration tools to allow Store Pickup
Store Pickup
Integrate your UPS or FedEx account with NetSuite, allowing you to receive tracking numbers and print bar code shipping labels.
Shipping Label Integration
GIVES YOUR RECEIVING AND ACCOUNTING DEPARTMENTS SEPARATE PROCESSES FOR RECEIVING AND BILLING PURCHASE ORDERS.
Advanced Receiving
Enables shipment to several different addresses and use of different shipping methods on the same transaction.
Multiple Shipping Routes
Provides tracking and management of incoming shipments.
Inbound Shipment Management
Purchase goods and services and sell them directly to your customers.
Bill Costs to Customers
Create billing schedules to invoice sales over a range of time or a contract term, such as a one-year membership billed monthly. Billing schedules manage the billing process to track when to invoice customers and how much to bill.
Advanced Billing
With this feature you can create billable charges for projects. Charges are calculated according to charge rules. These charge rules can be based on fixed dates, project progress, milestones, or on time entries.
Charged-based Billing
Create and manage bill runs, bill run schedules, and billing groups.
Billing Operations
Group invoices for your customers, so that you have greater flexibility in meeting your customer’s expectations for how and when they receive invoices by combining multiple invoices into one invoice group.
Invoice Groups
Accept credit card payments.
Credit Card Payments
If you sell products under varying brand or company names, check this box to create a list of the names used and associate those descriptors with the items you sell under each name.
When customers receive credit card statements, the descriptor associated with the item purchased is shown.
Credit Card Soft Descriptors
With the Purchase Card Data module, NetSuite identifies when payments are made with a purchase card so you can take advantage of potential lower card processing fees.
Purchase cards, also called Level II and Level III cards, can bring cost savings to you, the merchant, and to your customers.
When you enter a credit card payment for a customer, NetSuite determines, based on the card’s bank identification number (BIN), whether or not it is a purchase card. It then passes the extended transaction data along with the payment authorization request for processing.
Send Purchase Card Data
Allow customers to pay with PayPal. This enables you to set up PayPal as a payment method. Customers are taken to the PayPal site for checkout, and payment is deposited into your PayPal account.
PayPal Integration
Allow customers to pay electronically.
Electronic Funds Transfer
Allow customers to automatically pay bills online as they are entered.
Online Bill Pay
Pay vendors and pay employee expense report using ACH transactions.
ACH Vendor Payments
Improve handling of various payment instruments, including payment cards and tokens
Payment Instruments
Create invoices with a link for a straightforward payment from an online checkout.
Payment Link
Ship items from your vendor directly to your customer.
Drop Shipments & Special Orders
Track inventory and pricing of items separately based on item options, such as tracking shirts by color and size.
Matrix Items
Manage procurement of items you buy from more than one vendor. Identify and track each vendor’s name, item code, and purchase price.
Multiple Vendors
Sell gift certificate items of set or variable amounts to customers. When customers purchase gift certificates, they enter recipient information, and the gift certificate message, amount, and code is emailed to the recipient.
Gift certificates are applied toward the total order amount and can be reused if there is a remaining amount after a sale.
Gift Certificates
Enable download item records and online forms with downloads included. You can attach files to download item records that customers can purchase and download in the Web store. The online forms with downloads allow you to offer leads free downloads when they provide their contact information.
You can also use this feature to share files with customers free of charge. For example, you can attach the customer’s terms of service to the customer record, and the customer can access the file through the Customer Center.
Sell Downloadable Files
Generate bar codes to identify transactions and items. Then, you can print labels with the item’s bar code.
Bar Coding and Item Labels
Create merchandise hierarchies that provide a customized organization of your company’s merchandise to help you analyze sales, purchase, and inventory data.
Merchandise Hierarchy
enable advanced management of the item attribute information that is associated with each location. Use this feature to filter and access only the data that you need for specific locations.
Advanced Item Location Configuration
Divide your web store customers into groups and provide each group with access to a tailored selection of catalog items.
Personalized Catalog Views
Track inventory for multiple locations.
Multi-Location Inventory
Use raw materials (inventory items) to build assembly items in NetSuite.
Assembly Items
Copy existing BOMs and create new BOMs
Use a single BOM across multiple assemblies
For example, multiple bicycle frame sizes could all use the same wheel assembly BOM.
Assign multiple BOMs to a single assembly
Apply unique BOMs to various stages of the product lifecycle
For example, an engineering BOM, a production BOM, and a subcontracting BOM.
Copy existing Manufacturing Routings and create new routings
Designate a default BOM for an assembly, or select an assembly default BOM for a location
For example, a bicycle assembly produced in Canada uses BOM CA. When the company starts producing the same bicycle in the U.S., the system uses BOM U.S.
Define yield at the component level on the BOM revision record
Component yield enables you to account for material component loss during ordering and planning.
Create multiple revisions of a BOM with different effective start and end dates
Advanced Bill of Materials
Use these to track the production of assembly items needed for stock or to fill orders. These track the quantities of assemblies that need to be built and the quantities of components, or member items, needed to do so.
Work Orders
Allow purchase and sale of inventory using unique serial numbers
Serialized Inventory
Allow purchase and sale of inventory using lot numbers
Lot Tracking
Manage inventory using bins
Bin Management
Manage bins and use them with serial and lot numbered inventory.
Advanced Bin/Numbered Inventory Management
Assign statuses to inventory and drive internal processes. You can also choose to make items unavailable for allocation to orders based on the associated inventory status.
Inventory Status
Extend the inbound, inventory, and outbound features by enabling processing of specific tasks on a mobile device, from receiving to shipping orders. Use wave transactions to release orders to the warehouse and generate item fulfillments. Waves also enable you to track picking and staging as pickers process released orders through their mobile device.
Warehouse Management
Enable NetSuite to anticipate demand for items and adjust suggested item ordering. Purchases of new stock are based on previous purchases and sales of items.
Advanced Inventory Management
Track expenses (such as shipping or duties) related to the purchase of goods on a per-item basis.
Landed Cost
Expand inventory commitment calculations to consider future inventory on supply orders in addition to current, on-hand inventory.
Supply Allocation
Track order-to-cash processes by sales channels.
Sales Channel Allocation
Calculate future demand for items and use demand plans and supply plans to regulate inventory replenishment. You must enable the Advanced Inventory Management feature to use this feature.
Demand Planning
Plan and optimize inventory across locations and, for OneWorld accounts, subsidiaries. Items can be transferred between locations to meet supply needs within a preset distribution network.
Distribution Resource Planning
Ensure materials and products are available for production and delivery to customers while maintaining the lowest possible inventory levels
Material Requirements Planning
Check item availability based on outstanding transfer orders, purchase orders, work orders, and sales orders.
Available to Promise
Identify costing opportunities by maintaining standard costs across cost categories and perform variance analysis.
Standard Costing
Track one average cost for an item across multiple locations within a defined group.
Group Average Costing
Fulfill orders and receive returns across multiple subsidiaries
Intercompany Cross-Subsidiary Fulfillment
Allows WIP tracking with work order issue and completion against a work order.
Manufacturing Work In Process
Helps customers manage their subcontracted manufacturing processes by purchasing outsourced assembly production from vendors. This feature enables NetSuite to automatically consume production components, and then after production, transfer them to a specified location. Automating this synchronizes NetSuite procurement and production transactions.
Outsourced Manufacturing
Receive orders and fulfill vendor returns across multiple subsidiaries.
Centralized Purchasing and Billing
Support improved tracking of inventory and tighter control over assets. When this feature is enabled, you can enter regular periodic counts of on-hand item quantities to maintain inventory accuracy. Keeping an accurate item count can help reduce required safety stock, which lowers your overhead costs.
Inventory Count
Record quantity completions, resource costs, and overheads against a list of work order operations.
Manufacturing Routing and Work Center
Simulate inventory supply and demand across your supply chain.
Supply Chain Control Tower
Track basic wage and salary information for employees directly from the employee record.
Compensation Tracking
Create jobs with job descriptions and assign them to employees.
Job Management
Create job requisitions for recruiting, associate requisitions with jobs, and track status through the hiring process.
Job Requisitions
Define and manage time-off plans according to company policies and assign them to employees based on location, department, class, or subsidiary.
Time-Off Management
Make changes to the employee record that are back-dated or future-dated to a specific date.
View an employee’s timeline to see key employee milestones and career changes in chronological order.
Effective Dating
Manage change approvals for the employee record.
Managers can create employee change requests for their direct reports and have it go through an approval process in the Employee Center.
Employee Change Requests
Specify various termination details on the employee record.
Termination Reason Tracking
Track a variety of government-issued identification information about your employees.
Basic Government-Issued ID Tracking
Create, edit, and delete your own custom types of government-issued identification to match your company’s employee identification policies.
Advanced Government-Issued ID Tracking
Measure and analyze company headcount, hiring, and turnover trends.
Workforce Analytics
Set up default dashboard portlets and layout for the Employee Center, including the addition of a manager dashboard, and publish defaults out to Employee Center users.
Employee Center Dashboard Publishing
Manage employee performance through goals and performance reviews. Use NetSuite data to track the progress of goals. Create performance reviews and assign them to individual employees or to groups of employees.
Performance Management
Enable your employees to give social-based recognition to each other for accomplishments, achievements, and milestones.
Kudos
Pay your employees through SuitePeople U.S. Payroll. Calculate wages, deductions, and liabilities, and always have the latest tax data. This feature supports U.S. payroll only.
Payroll
Use your payroll service provider to print check stubs.
Service Printed Check and Stubs
Allow SOAP web services integrations with external payroll systems and building of custom payroll solutions with SuiteScript. This feature supports payroll solutions in any country, and for non-U.S. subsidiaries in OneWorld accounts.
Paycheck Journal
Track employee expenses and turn them into bills.
Expense Reports
Set up an approval hierarchy required to process expense reports and purchase requests.
If this feature is not enabled, each expense report or purchase request is automatically routed to the employee’s immediate supervisor and then to accounting.
When this feature is enabled, after an employee enters an expense report or purchase request, additional processing of the transaction depends on the employee’s expense limit or purchase limit, the employee’s designated supervisor or approver, and the approval limit of the supervisor or approver.
Approval Routing
Create billing classes that set billable time rates when different employees charge different rates for the same service.
If you associate a billing class with an employee and set rates for the billing class on a service item, the proper rate defaults to bill the customer on time tracking transactions.
Per-Employee Billing Rates
Define different rates for groups of billing classes.
Billing Rate Cards
Allow employees to enter purchase requests online.
Purchase Requests
Let employees record the hours they work.
Time Tracking
Track employee time with a customizable weekly timesheet.
Weekly Timesheets
Enable an updated user interface for your company’s weekly timesheet. The updated interface includes column headings, fixed time entry columns, and a memo popup window for each entry.
New Weekly Timesheets Interface
Track time associated with cases, tasks, and events.
When this option is enabled, a Time subtab is available on case, task, and event records.
Time Tracking for CRM
Create schedules that calculate commissions for sales representatives and their managers and pay commissions when they are earned.
Employee Commissions
Create custom transaction column fields for use as the commission basis on commission schedules. Custom transaction column fields must be of currency type and can be based on any standard or custom currency amount field.
Commission on Custom Fields
Enable the assigning of permissions directly to employees as well as to roles. When this feature is enabled, a Global Permissions subtab is available on the Access tab of each employee record.
Global Permissions
Enable additional employee permissions. These permissions give administrators more flexibility and control over which fields and sublists on the employee record are available to the role, based on the assigned employee permissions. These changes extend to most parts of NetSuite.
Advanced Employee Permissions
Manage all your business relationships with lists of contacts, companies, events, and tasks.
Customer Relationship Management
Use SFA to manage your sales process.
Sales Force Automation
Track, route, and manage customer support request.
Customer Support and Service
Create targeted marketing campaigns and customize your email communications.
Marketing Automation
Create opportunity records you can use to track sales opportunities.
Opportunities
Convert leads to prospects, contacts, opportunities, and tasks.
Lead Conversion
Manage your sales forecast as three different amounts—worst case, most likely, and upside.
Advanced Forecasting
Assign sales teams to transactions and customers.
This feature lets you calculate split commission for multiple sales representatives on a transaction.
Team Selling
Track historical pipeline and forecast KPIs for the company and for each representative.
Historical forecast and pipeline amounts can be used for comparison KPIs.
Historical Metrics
Forward your support email to NetSuite. Then, when a message is received by NetSuite, a case is automatically created using information from the email message.
Email Case Capture
Set up rules and assignments that determine when a case is escalated
Automated Case Escalation
Use issue records to track problems with products that need resolution outside of the support team.
Issue Management
Create a searchable database for FAQs, support cases and more.
Knowledge Base
Track internal support cases submitted by employees separately from support cases submitted by customers.
Help Desk
Add forms to your existing Web store or site to provide new leads and customer service.
Online Forms
Create and manage fax, email, letter, and PDF documents you create for those you do business with.
Mail Merge
Categorize your email and campaign templates.
CRM Template Categories
Track all replies to email that was originally sent from NetSuite.
For example, if a support representative responds to a case record by email and the customer replies to the email, the response is automatically saved on the case record as well.
Capture Email Replies
Categorize campaigns into different subscriptions. This allows message recipients to subscribe to some kinds of campaigns and unsubscribe from others.
Subscription Categories
Use the search capabilities to match customers with items they are likely to buy.
Upsell Manager
allow sales representatives to send email campaigns to their customers and track their responses.
Sales Campaigns
This feature uses artificial intelligence algorithms to calculate and display items a shopper may be interested in buying.
Intelligent Recommendations
Use records to manage your partners. Track the sales your partners bring in by associating partners with promotion codes or including partner codes in links to online forms.
Partner Relationship Management
Create schedules that calculate commission for partners and pay commission when it is earned.
Partner Commissions/Royalties
Associate more than one partner with each sales transaction.
Multi-Partner Management
Add the ability to display a portlet on your dashboard that shows the results of multiple KPIs for multiple date or period ranges.
KPI Scorecards
Access and query your NetSuite data using SQL through database standards such as ODBC, JDBC, and ADO.NET.
SuiteAnalytics Connect
Configure and transfer data to the this. You can use any data transferred with Oracle Analytics for applications.
NetSuite Analytics Warehouse
Enable users to export saved search and report results as Tableau® workbooks
Export to Tableau® Workbook
With this tool you can create highly customizable workbooks that combine datasets, tables, pivot tables, and charts using a single tool that leverages the new analytics data source. The analytics data source is designed to ensure that fields are consistently exposed in Workbook, with consistent results across all workbook visualizations. Additionally, support for multilevel joins has been added to Workbook, enabling you to author workbooks and datasets using field data from multiple record types, including custom records. Custom formula fields are also supported in Workbook, so you can create and add fields with dynamically calculated values to your workbooks. Finally, you can also link datasets in Workbook, enabling you to compare metrics from different datasets in one workbook visualization.
SuiteAnalytics Workbook
Select this option to enable using cached data to load your datasets.
Cached Data in Datasets
Receive warnings about potential purchase order risks using the predicted risks portlet with the supply chain control tower.
Supply Chain Predicted Risks
Enable initial website functionality, for example, creation of domains. Also enable activation of other Commerce features, such as SuiteCommerce and SuiteCommerce Advanced.
Web Site
Create a Site Builder website to give customers information about your company and enable them to browse your product catalog. For more information, see Site Builder Overview.
Site Builder (Website)
Add web store capabilities, such as shopping cart and checkout, to Site Builder websites.
Site Builder (Web Store)
Use HTML templates to customize the appearance of your website.
Advanced Site Customization
Gain access to detailed page hits and hosted page reports, customer page reports, keyword, referrer, and new visitor reports.
Advanced Web Reports
Use an advanced search form in your website.
Advanced Web Search
Allow tab, category and item pages of your website to use descriptive URL components of your choosing for search engine optimization.
Descriptive URLs
Manage URL components used for facets in your SuiteCommerce or SuiteCommerce Advanced website. Also, track multiple URL component aliases on item and category records.
URL Component Aliases
Create a customizable checkout subdomain for your site.
Customizable Checkout Subdomains
Create shopping sites that include the full shopping, checkout, and My Account experiences for B2C and B2B businesses. Use themes and extensions to create a unique stylistic look or provide additional functionality for any domains associated with your site.
SuiteCommerce
Create shopping sites that have all of the functionality of a SuiteCommerce implementation but also have complete control for advanced customization using configurable templates (HTML/CSS/JS), product search API (REST/JSON), and cart and checkout services.
SuiteCommerce Advanced
Operate a web-based point-of-sale application that has an intuitive user interface designed for touch tablet screens.
SuiteCommerce In-Store
This feature lets you manage content, add landing pages, and enhance existing pages on your SCA site.
Site Management Tools
When this feature is enabled, afterSubmit user events are triggered asynchronously when a sales order is created during web store checkout.
When an afterSubmit user event runs in asynchronous mode, the next page is loaded during the period of time the afterSubmit user event is still processing. Web store Sales Orders process afterSubmit scripts in the background.
This is a global setting. This setting causes all afterSubmit user events and workflows triggered by web store checkout to run asynchronously.
Asynchronous afterSubmit Sales Order Processing
prevent shoppers from creating new customer accounts when they have already signed up for an account on your website.
Web Site Duplicate Email Management
These let you create a hierarchical structure of categories and subcategories for organizing your items.
Commerce Categories
generates two standard workbooks to show the top searches in your website and top searches that returned zero items in the search results
Commerce Search Analytics
Upload your HTML website to your NetSuite File Cabinet. You can then publish your website as a tab as your Home page or in conjunction with the NetSuite Shopping cart and Checkout tabs.
Use NetSuite smart tags in the HTML of your website to pull information directly from your account to display in your website.
Host HTML Files
Use the shopping cart and checkout pages with your Web catalog or Web store. If you check this, you must also check Allow Online Ordering, Use Sales Orders, Operate a Web Site and Operate a Web Store.
External Catalog Site (WSDK)
Publish links to your Microsoft® Word, PowerPoint, and other document files in your File Cabinet to your intranet or website. When you click this link from your site, the document opens in a separate window for viewing.
Enabling Document Publishing adds a Publishing subtab to the records of all files in your File Cabinet.
If you do not check this box, you can only publish images from your File Cabinet to your intranet or website.
Document Publishing
Create an internal website to publish information for your company.
Intranet
Give customers online access to their invoice and payment information.
Customer Access
Give customers limited access to your account so they can place orders online. If you check this, you must also check Allow Customer Access.
Online Ordering
Give vendors online access to their transaction history and purchase orders.
Vendor Access
Give partners online access to view reports, promotions codes and their partner records.
Partner Access
Assign an Advanced Partner Center role to partners that gives access to more records and transactions than the Standard Partner Center.
Advanced Partner Access
Enable real user monitoring data collection.
SuiteCommerce Real User Monitoring
Create and use item-specific options on purchase and sales transactions.
Item Options
Use custom records to create a database of information specific to your business. This feature is also required for center and tab customization.
Custom Records
Enable powerful, template-based rendering of selected transactions.
This feature provides a template-based model for print customization of transaction and entry forms.
These HTML-based templates provide greatly expanded customization capabilities over the previously supported transaction form layouts, now known as basic layouts.
Advanced PDF/HTML Templates
Remove personal information from NetSuite fields, records, and audit logs to comply with General Data Protection Regulations (GDPR) and keep personal information private.
Remove Personal Information
Add advanced functionality to your account with industry-standard JavaScript.
Client SuiteScript
Use server-side scripting to customize your business workflows and processes.
Server SuiteScript
Create and manage datasets and workbooks programmatically as part of SuiteAnalytics Workbook.
Workbook API
Support the creation of SSP applications to use website and other customizations. You can utilize both SuiteScript 1.0 and SuiteScript 2.0 in web applications.
SuiteScript Server Pages
Enable automation of business processes without custom code.
SuiteFlow
Support plug-ins that allow for GL impact customization.
Custom GL Lines
Allow creation of custom transaction types for your business.
Custom Transactions
Allow creation of custom segments for your business.
Custom Segments
Check this box to enable the packaging together of groups of customization objects so they can be shared between NetSuite accounts
Create SuiteApps with SDF
This feature lets you integrate external systems and to migrate data using a standards-based interface.
SOAP Web Services
REST Web Services
This feature permits you to bypass the authentication step when accessing an integrated third-party application from the NetSuite user interface.
SuiteSignOn
Enable single sign-on access from external applications to NetSuite. User credentials and policies are managed by an OIDC provider (OP). This feature allows users to access NetSuite from their OP, without logging in to NetSuite separately.
OpenID Connect (OIDC) Single Sign-on
Enable single sign-on access from external applications to NetSuite, using authentication from a third-party identity provider compliant with SAML v2.0.
SAML Single Sign-on
Enable token-based authentication as an additional authentication method for your users.
Token-based Authentication
BY CLICKING THIS BOX YOU EXPLICITLY DISABLE HMAC-SHA1 FOR TOKEN-BASED AUTHENTICATION FOR YOUR USERS. YOU CAN REVERT IT ANY TIME.
DISABLE HMAC-SHA1 FOR TOKEN-BASED AUTHENTICATION
ENABLE OAUTH 2.0 TO ALLOW (AFTER USER AUTHORIZATION) INTEGRATIONS TO ACCESS REST WEB SERVICES AND RESTLETS ON YOUR USERS’ BEHALF.
OAUTH 2.0
Use TO AUTHENTICATE ACCESS TO INTEGRATED EXTERNAL APPLICATIONS THROUGH OPENID CONNECT (OIDC) SINGLE SIGN-ON.
NetSuite as OIDC Provider
Dial using any TAPI-enabled telephone hardware from any phone number field in the application.
Telephony Integration
CREATE SUITECLOUD PROJECTS CONTAINING CUSTOMIZATIONS FOR INTERNAL USE WITHIN YOUR ORGANIZATION OR FOR COMMERCIAL DISTRIBUTION.
SuiteCloud Development Framework
Copy customizations from other accounts into your account.
Copy to Account
Enable distribution of SDF SuiteApps to customers.
SuiteApp Control Center
