Identification of features requiring NetSuite Support intervention. Flashcards
Setup required:
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.
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
When the Foreign Currency Management feature of Multi-Book Accounting is enabled, this feature is also required and cannot be disabled.
Multiple Currencies
in order to disable this feature you would have to “reverse or delete all transactions related to customers and their secondary subsidiaries” and “remove all secondary subsidiaries from customer records.”
Multi-Subsidiary Customer
You cannot disable this feature after you enable it.
Currency Exchange Rate Types
Requires:
Accounting Periods to be enabled
- GL Audit Numbering
- Advanced Revenue Management (Essentials)
Requires:
Multiple Units of Measure
Statistical Accounts
Requires:
Custom Segments
Balancing Segments
Requires:
A/R
Bill Costs to Customers
Requires:
Sales Orders
Advanced Billing
Requires:
Advanced Inventory Management
Demand Planning
Requires:
Multi-Location Inventory
Group Average Costing
Requires:
Per-Employee Billing Rates
Billing Rate Cards
Requires:
Purchase Orders
Purchase Requests
Requires:
Time Tracking
Weekly Time Sheets
Requires:
Website
Advanced Site Customization
Requires:
Customer Access
Online Ordering
Requires:
Time Tracking
Bill Costs to Customers
Per-Employee Billing Rates
Requires:
Client SuiteScript
Server SuiteScript
SuiteCloud Development Framework
Requires:
Partner Relationship Management
Partner Access
Advanced Partner Access
Requires:
Purchase Orders
EITHER Purchase Requests OR Expense Reports
Approval Routing
cannot disable as long as there are any accounting periods in your NetSuite instance
Accounting Periods
can be disabled only if you have not assigned any new fiscal calendars to subsidiaries
Multiple Calendars
can be disabled if you make sure that all accounting periods have the same period close status and that all period closing tasks in the primary and secondary accounting books (All Accounting Books) have the same closing status”
Extended Accounting Period Close Process
can be disabled if all fulfilled sales orders are billed first
Advanced Shipping
cannot be disabled after being used
Dynamic Allocation
Multiple Currencies
Statistical Accounts
Advanced Taxes
can be disabled but only by contacting NetSuite Customer Support
AND
Requires:
Locations
Inventory
Advanced Shipping
Advanced Receiving
AND
Setup Note:
Do not enable the Multiple Locations Inventory until after you have loaded all your inventory items. If you enable Multiple Locations Inventory before loading inventory items, then you must map to the locations, making it more difficult for data migration.
Multi-Location Inventory
Setup required:
Enabling the IP Address Rules feature does not retroactively apply IP address restrictions to pre-existing customized roles
IP Address Rules
Setup required:
Before you view any reports, go to Setup>Accounting>Manage Accounting Periods, and set up your company’s fiscal periods
Accounting Periods
To use this correctly, go to Setup>Accounting>Accounting Preferences. On the items/Transactions subtab, in the Maximum # of Quantity-based Price Levels field, enter the number of quantity-based price levels you want to be entered for each item. Click Save. These will appear as columns on the Pricing subtab of item records.
Quantity Pricing
You need to configure several aspects of the system, including location records (of your stores or warehouses), shipping address regions, and assignment rules that determine the business logic used to assign the locations
Automatic Location Assignment
Go to Setup>Accounting>Shipping to add our shipping accounts. IF you use multiple carriers, you can specify a default carrier.
Shipping Label Integration
When you enable this feature you must set up an ACH account at Setup>Accounting>Setup Tasks>ACH Processing (Administrator)
Electronic Funds Transfer
Modify your lead data so you can being converting leads with the feature.
Lead Conversion
To complete setup, first enable the feature, then go to Setup>Company>General Preferences. Under this feature, select Enable Duplicate Detection
Web Site Duplicate Email Management
If you check this, you must also check Operate a Web Site, Operate a Web Store, Allow Online Ordering and Use Sales Orders
External Catalog Site
You cannot enable this feature unless you also enable Advanced Revenue Management (Essentials).
Rule-Based Recognition Treatment
Requires:
Mulit-Book Accounting
Chart of Accounts Mapping
Foreign Currency Management
Revenue and Expense Management
Extended Accounting Period Close Process
Requires:
Promotion Codes
Auto-Apply Promotions
SuitePromotions
Setup Required:
After enabling, configure this feature at Commerce > Payment Link.
Payment Link
To access the Turnover Analysis page, from Reports > Employees/HR the Termination Reason Tracking box must also be checked.
Workforce Analytics
You can enable either Basic or Advanced Government-Issued ID Tracking features, but not both.
Advanced Government-Issued ID Tracking
You can enable either Basic or Advanced Government-Issued ID Tracking features, but not both.
Basic Government-Issued ID Tracking
Setup Required:
Before you begin using this feature you should do the following:
* Set the Default Lead Type preference to Individual at Setup > Company > General Preferences.
* Set the Preferred Lead Form preference to Standard Lead Form at Setup > Sales > Sales Preferences.
Lead Conversion
Requries:
You must agree to the NetSuite Marketing Application Terms of Service before you can enable this feature. To agree to the terms, click Terms of Service. Read the terms, check the box at the bottom of the page and click Close Window.
Marketing Automation
Mail Merge
Requires:
You can only enable the Descriptive URLs feature if you have set up a domain.
Go to Commerce > Websites > Website List, click Edit next to a website, then click Domains.
Descriptive URLs
