This is the homepage of Oracle Netsuite after login in.

When you move the mouse cursor to the home tab it will show the list as “Dashboard” and “Set
Preferences”. When you select “Dashboard” the screen appears this way.

When you click on “Set Preferences” the screen will open as this.
In “Set Preferences” you see the list of options within the tab are
❖ General
❖ Appearance
❖ Transactions
❖ Analytics
❖ Activities
❖ Alerts
❖ Restrict View

Now we will see what is there in the “General” tab.

In the “General” tab you’ll find multiple options:
● User Profile
○ Nickname
○ From Email Address
○ Signature
○ Add signature to Messages
● Localization
○ Search Sorting
○ Time Zone
○ Calendar System
○ First Day of Week
● Formatting
○ Date Format
○ Long Date Format
○ Time Format
○ Number Format
○ Negative Number Format
○ Phone Number Format
■ Auto Place Decimal
○ CSV Column Delimiter
○ CSV Decimal Delimiter
● Defaults
○ Use Multicurrency Expense Reports
○ Download PDF Files
○ Address Mapping Type
■ Google, Yahoo!, MapQuest, Custom
○ Show Internal IDS
○ Only Show Last Subaccount
○ Only Show Last Subentity
○ Only Show Last Subitem
● Messages
○ “Save Changes” Warnings
○ Limit CC Field to Contacts & Employees
● Optimizing NetSuite
○ Delay Loading of Sublists
○ Number of Rows in List Segments*
○ Maximum Entries in Dropdowns*
○ Type-Ahead on List Fields
○ Require Exact Match on Item Type-Ahead
○ Show Quick Add Row on Lists
○ Display Bounce Warning on Campaigns
○ Prefer Native Select Fields Over NS Dropdowns in Internet Explorer
● SuiteCloud Development Framework
○ Show App ID Field
○ Show ID Field on Sublists
DEFINITIONS OF EACH OPTION:

Nickname: Enter the name that you want to appear in the From field of email messages you send from
NetSuite. For example, you can send an email message by clicking the Email subtab on your employee
record.
Note: Your Nickname does not affect records you create in NetSuite. The name that appears on reports or
custom fields is the name on your employee record.

From Email address: Enter the email address you want to use as the From address for email you send
through the system. Replies to email you send through the system are sent to this email address as well. If
you do not enter an email address here, email will be sent with your login email address.
Email edited

Signature: Enter a signature (in HTML markup) you want to appear at the end of the email you send from
NetSuite.
The HTML must be formatted correctly, including line breaks, hyperlinks, character formatting such as Bold,
and any other special formatting. If the signature is not correctly formatted, it will not display properly.

Add signature to Messages: Check this box if you want to add your signature to all outgoing plain
text fax and email messages.
Scriptable Templates: you must add the FreeMarker text {preferences.MESSAGE_SIGNATURE} to your
template in order for the signature to automatically be displayed.

Search Sorting: Select the alphabetical order to use for results of searches that you run.
Language Specific – the alphabetical order specific to your NetSuite language settings.
English (U.S.) – the U.S. English alphabetical order.
This preference does not affect searches run by other users in your account.

Time Zone: Select the time zone where you work.

Calendar System: Select the calendar to use within NetSuite.

Gregorian Calendar - This is the default calendar. It is the internationally accepted civil calendar.
Japanese Imperial Calendar - This is a specialized Japanese calendar. The imperial date format is required for
some government documents and applications used in Japan.

First Day of Week: Select the first day of your week.

Date Format: From the following, choose how dates should appear and be entered in your account:
DD-Mon-YYYY
DD.MM.YYYY
DD/MM/YYYY
MM/DD/YYYY
Note: This preference affects only your login. Other users in your company can set different date formats.
However, this setting affects all of your roles. Therefore, if you reset your date format in another role, this
setting will change to match the new preference as set in the other role.

Long Date Format: Choose how long dates, meaning dates with the month name spelled out, should appear
and be entered in your account.
Note:This preference only affects your login. Other users in your company can set different date formats.
However, this setting affects all of your roles. Therefore, if you reset your date format in another role, this
setting will change to match the new preference as set in the other role.

Time Format: Choose how time should appear and be entered in your account.
Note: This preference only affects your login. Other users in your company can set different time formats.
However, this setting affects all of your roles. Therefore, if you reset your time format in another role, this
setting will change to match the new preference as set in the other role.

Number Format: Choose the number format for thousands separators and decimals.
This preference determines the number format used on transaction and entity forms, and search results only.
Note: This preference affects only your login. Other users in your company can set different number formats.
The setting affects all of your roles. If you reset your number format in another role, this setting will change
to match the new preference as set in the other role.

Negative Number Format: Choose the format to display negative numbers.

This preference determines the format used on transaction and entity forms, and search results only.
Note: This preference affects only your login. Other users in your company can set different number formats.
The setting affects all of your roles. If you reset your number format in another role, this setting will change
to match the new preference as set in the other role.

Phone Number Format: Choose how 10 digit phone numbers should appear and be entered:
(123) 456-7890
123 456 7890
123.456.7890
If you are entering phone numbers outside the United States, leave this preference blank.

Auto Place Decimal: Check this box if you want NetSuite to insert a decimal point between the
second and third digits from the right in a number where you don't type a decimal point. For
example, if you type 495, it becomes 4.95.
Clear this check box if you want NetSuite to place a decimal point at the end of a number where you don't
type a decimal point. For example, if you type 495, it becomes 495.00.

CSV Column Delimiter: Select the symbol to be used as a column separator in the CSV data you import.
This option overrides the setting specified at the subsidiary level, which in turn takes precedence over the
settings specified at the company level. Here CSV means: (comma-separated value).

CSV Decimal Delimiter: Select the symbol to be used as a decimal mark in the CSV data you import. This
option overrides the setting specified at the subsidiary level, which in turn takes precedence over the settings
specified at the company level.

Use Multicurrency Expense Reports: In accounts with the Multiple Currencies feature enabled,
check this box for expense reports to automatically show the Foreign Amount, Currency, and
Exchange Rate fields for each line item.
When this option is enabled, the Use Multi Currency box on Expense Report transactions is checked by
default. You can clear the Use Multi Currency box on individual expense reports to hide the Multi-Currency
fields.

Download PDF Files: Check this box if you use PDF forms and want to save print files.
Clear this check box if you use HTML forms or if you print PDF forms immediately without saving their
files.

Address Mapping Type: Select a web site to use to generate maps for addresses on entry forms.

Show Internal IDS: Check this box to be able to view the internal IDs for fields and records in the
NetSuite application.
Web services and SuiteScript code need to reference internal IDs in order to uniquely identify objects, so it is
recommended that you enable this preference whenever you are working with Web services or SuiteScript.
When this preference is enabled:
● You can view the internal ID for a field by clicking on that field’s label to open the field level help
popup window. The internal ID is displayed in the lower right corner of this window.
● You can view the internal ID for a record or a custom field in an Internal ID column that displays on
a list or search results page for that type of record or custom field.

Only Show Last Subaccount: Check this box to view subaccount names using indentation in
dropdown fields.
For example, with the box checked, subaccounts appear indented under the parent account:
Parent account
● Subaccount 1
● Subaccount 2
With the box cleared, subaccount names include the parent name:
Parent account
Parent account: Subaccount 1
Parent account: Subaccount 2

Only Show Last Subentity: Check this box to indent subrecords in dropdown lists on transactions
and forms.
This applies to relationship records, such as customers, partners and leads. For example:
Parent customer
Subcustomer 1
Subcustomer 2
When the box is cleared, subentity record names include the parent name:
Parent customer
Parent customer: Subcustomer 1
Parent customer: Subcustomer 2
Note that when records display in popup lists subentity names always include the parent name.

Only Show Last Subitem: Check this box to show only subitems and omit parent items in
dropdown lists on transactions and forms. For example:
Subitem 1
Subitem 2
When the box is cleared, subitem names include the parent name:
Parent item
Parent item: Subitem 1
Parent item: Subitem 2
Note that when records display in popup lists subitem names always include the parent name.
 “Save Changes” Warnings: Check this box to see warnings when you are about to leave pages
before saving the transactions you were working on.

Limit CC Field to Contacts & Employees: Enable this preference to limit the recipients who can
receive copies of email messages to those defined as contacts or employees.

Delay Loading of Sublists: Check this box to delay loading information on subtabs until you click
the specific subtab. Setting this preference decreases page-load times.

Number of Rows in List Segments* : When you look at a long list in NetSuite, the list is divided into
segments. Enter the maximum number of records you want in each segment.
For example, if you have 200 customers and you would like to see them in groups of 25 per page, then set
the segment size to 25. To see the next set of 25, select the next group from the dropdown list at the bottom
of the page.
You can alter this amount higher or lower depending on your visual and scrolling preferences.

Maximum Entries in Dropdowns*: Enter the maximum number of records you want to appear in dropdown
lists. When a list has reached the limit you set here, the list will pop up in a window of its own. The highest
number you can enter is 500.
There are some exceptions to this rule. For example, when you specify two or more filters for a custom field,
the list appears as a popup, regardless of this setting.

Type-Ahead on List Fields: Check this box to speed entries to list fields that have a large number of
choices. When this option is enabled, you can type multiple characters into a list field and NetSuite
populates it with a matching record.
If this option is disabled, NetSuite populates list fields based on the first character you type, selecting the first
list record that begins with that character.

Require Exact Match on Item Type-Ahead: If the Type-Ahead On List Fields option is enabled,
check this box to require that NetSuite's selection of a list record based on typed characters in a list
field be an exact match of the typed characters, rather than just starting with the same characters.

Show Quick Add Row on Lists: Check this box to use quick add on direct editable lists.
Quick add allows you to create new records from lists and only add basic information.
You can turn this preference off on individual lists.

Display Bounce Warning on Campaigns: Clear this box if you wish to restrict automatic scanning
of hard bounced email addresses in your marketing campaign.
If the preference is turned off, a bounced list button is enabled, allowing manual screening of hard bounced
email addresses.
Disabling this preference is useful if you have a large campaign distribution list. For large lists, automatic
screening may cause performance issues when viewing campaign records.

Prefer Native Select Fields Over NS Dropdowns in Internet Explorer: This field is only for users
of the Internet Explorer browser. Select this box to use native dropdown lists rendered by your
Internet Explorer browser rather than dropdown lists rendered by the NetSuite User Interface.
This may improve page performance, particularly on pages with many dropdown lists.
Page performance varies due to the interaction of many factors, including:
● the type and complexity of the page
 ● whether the page has been customized
● the number and type of features enabled in an account
If you continue to experience less-than-optimal page performance even with this option selected, please
contact NetSuite Technical Support.

Show App ID Field: Check this box to display the App ID field on custom objects that are
supported by SDF.

Show ID Field on Sublists: Check this box to display script ID fields in sublists that are supported
by SuiteCloud Development Framework.

Now we will see what is there in the “Appearance” tab.

In the “Appearance” tab you’ll find multiple options:

● Colors
○ Color Theme
● Styles
○ Screen Font
○ Compensate For Large Fonts
○ Density Setting For Internet Explorer
● Chart Themes
○ Chart Theme
○ Chart Background
● Centers & Dashboards
○ Landing Page After Login
○ Show Portlet Hint
○ Set Customer Dashboard as default view on Customer Record
● Entry Forms
○ Limit Entry Forms to two Columns
○ Expand tabs on Entry Forms
○ Enable Rich Text Editing
○ Default Rich Text Editor Font
○ Default Rich Text Editor Font Size
● Accessibility
○ Display Default Theme with optimal color contrast
DEFINITIONS OF EACH OPTION:

Color: Select a color theme for this Center or Role in NetSuite.

Default
Basic: Black, Gray, Green, Light Blue, Moss Green, Orange, Pink, Purple, Red, Turquoise
Schools: ACC: Clemson, Duke, Florida State, Georgia Tech, Maryland, North Carolina, North Carolina
State, Virginia, Wake Forest
Schools: Big 12: Baylor, Colorado University, Iowa State, Kansas, Kansas State, Missouri, Nebraska,
Oklahoma, Oklahoma State, Texas, Texas A & M, Texas Tech
Schools: Big East: DePaul University, Marquette University, Providence College, Rutgers University, Seton
Hall University, St John’s University, Syracuse University, University Of Connecticut, University Of Notre
Dame, University Of Pittsburgh, University of Cincinnati, University of Louisville, University of South
Florida, Villanova University, West Virginia University
Schools: Big Ten: Illinois, Indiana, Iowa, Michigan, Michigan State, Minnesota, Northwestern, Ohio State,
Penn State, Purdue, Wisconsin,
Schools: Big West: Cal Poly, San Luis Obispo, Cal State Fullerton, Cal State Long Beach, Cal State
Northridge, UC Irvine, UC Riverside, UC Santa barbara, University of the Pacific
Schools: Ivy League: Brown, Columbia, Cornell, Dartmouth, Harvard, Pennsylvania, Princeton, Yale.
Schools: Pac-10: Arizona, Arizona State, Cal Berkeley, Oregon, Oregon State, Stanford, UCLA, USC,
Washington, Washington State
Schools: SEC: Alabama, Arkansas, Auburn, Florida, Georgia, Kentucky, LSU, Mississippi, Mississippi
State, South Carolina, Tennessee, Vanderbilt,
Schools: WCC: Gonzaga University, Loyola Marymount, Pepperdine University, Saint Mary’s College,
Santa Clara University, USF, University of Portland
Schools: West Coast Conference: University of San Diego.

Screen Font: Choose Verdana or Arial as the screen font for your NetSuite pages. The font you choose here
is not applied to your forms or web site.
Open Sans, Arial, MS Gothic, Myriad Pro, Tahoma, Trebuchet, Verdana.

Compensate for Large Fonts: Click this to see easier-to-read layouts if you have already set your
computer display to use large fonts.

Density Setting for Internet Explorer: Select the density of your NetSuite pages. This setting is for Internet
Explorer 10 and higher. The options are:
● Normal - 100% zoom
● Higher Density - similar to 80% zoom
● Very High Density - similar to 67% zoom
Other browsers, such as Chrome and Firefox, enable you to set the zoom independently for each website
without a special NetSuite setting.

Chart Theme: You can define a default appearance for all of the charts on your dashboard, by choosing
from four chart themes that configure the look and colors of shapes representing chart data.
● Basic - provides limited color contrast (the default)
● Colorful - provides more color contrast
● Match Color Theme - Bold - harmonizes with your choices in the Colors section of the Preferences
page, using bolder shades
 ● Match Color Theme - Light - harmonizes with your choices in the Colors section of the Preferences
page, using lighter shades

Chart Background: You can choose the background to display behind data in dashboard charts: lines (the
default), bands, or a grid.

Landing page after login: Select the tab that you want to be the first page displayed when you log into your
NetSuite account. If you do not make a selection in this dropdown, your Home page is the initial landing
page.
The list of possible landing pages includes all standard tabs and custom tabs in your center.
The page you select here is overridden if your account administrator sets the general company Landing Page
preference to use a custom landing page created by a Suitelet.
Options: Activities, Administration and Controls, Commerce, Customization, Documents, Fixed Assets,
Home, Lists, Reports, Setup, Support, Transactions

Show Portlet Hint: When the Show Portlet Hint option is enabled, users with slow-loading
dashboard portlets see a popup notice when these portlets time out during dashboard loading. The
notice suggests they minimize the slow-loading portlets to improve dashboard load time.
If you do not want this popup to appear, uncheck the box, which is checked by default.

Set Customer Dashboard as default view on Customer Record: Check this box to set the
customer dashboard view as the default view on customer records.

Limit Entry Forms to two Columns: Check this box if you want to limit the columns of fields on
entry forms to two columns. By default, fields on entry forms are arranged in three columns.

Expand tabs on Entry Forms: Check this box to expand tabs on your NetSuite pages. When tabs
are expanded, contents are listed in order on a single page so that you can tab through the fields.

Enable Rich Text Editing: Check this box to enable use of the rich text editor in text fields.
When this option is enabled, each text field includes Font, Size, and Color dropdowns, and a toolbar with
text style, alignment, and paragraph format options. You can enter text and make selections to format it. Each
text field includes the Formatted Text header, and an HTML Source Code link that you can click to switch
to the mode of entering source code.
By default, you enter HTML source code in text fields. Each field includes the HTML Source Code header,
and a Formatted Text link that you can click to switch to rich text editor mode.

Default Rich Text Editor Font: Select the default font for rich text editor fields.
Rich text editor fields allow you to format information directly in the field without using HTML code.
MS Gothic, Myriad Pro, Open Sans, Tahoma, Times New Roman, Trebuchet, Verdana.

Default Rich Text Editor Font Size: Select the default font size for rich text editor fields.
Rich text editor fields allow you to format information directly in the field without using HTML code.
1 (8 pt), 2 (10 pt), 3 (12 pt), 4 (14 pt), 5 (18 pt), 6 (24 pt), 7 (36 pt).

Display Default Theme with Optimal Color Contrast: Check this box to display a theme with optimal
contrast that can aid users with low vision to view the UI.
Note: If this preference is selected, the color theme is set to default and the Color Theme preference is
disabled.
Now we will see what is there in the “Transaction” tab.
In the “Transaction” tab you’ll find multiple options:

● Basic
○ Auto Fill Transactions
○ Alphabetize Items Regardless of Type
● Warnings
○ Duplicate Number Warnings
○ Inventory Level Warnings
○ Customer Credit Limit Handling
○ Vendor Credit Limit Warnings
● Printing
○ Print Using HTML
○ Print GL Impact per Subsidiary
○ Transaction Email Attachment Format
■ HTML
■ PDF
○ Horizontal Print Offset*
○ Vertical Print Offset*

DEFINITIONS OF EACH OPTION:

Auto Fill Transactions:

If you check this box, information on transaction pages is automatically filled in based on the last transaction
for the entity you have chosen.
If you clear this box, click the Auto Fill button on transaction pages and information fills in based on the last
transaction for the entity you have chosen.
The date and period information on any transaction remains current and all auto filled fields can be changed.

Alphabetize Items Regardless of Type:

Check this box to list items in alphabetical order, regardless of item type, on transactions such as Sales
Orders, Purchase Orders, and Inventory Adjustments.
Clear this box to display items listed on transactions grouped by item type, and within each item type, listed
in alphabetical order.
Duplicate Number Warnings: Check this box to see warnings when you enter a document number you have
used before. This would prevent two checks with the same number, for example.
No Warnings, Warn (UI only), Warn and Block.

Inventory Level Warnings:

Check this box to see warnings when you sell inventory items with quantities at or below their reorder
points.
You must also set these minimum quantities at Lists > Items, on the Basic tab, in the Reorder Point field.

Customer Credit Limit Handling: Select your preferred handling method for when a customer exceeds
their allowed credit limit:
● Ignore – Select this method to allow sales orders and invoices to be entered without a warning for a
customer that is at or above their credit limit.
● Warn Only – Select this method to generate a warning when a sales order or invoice is being
entered that puts the customer at or above their credit limit. You can choose to enter or cancel the
transaction once the warning has appeared.
● Enforce Holds – Select this method to block the entry of a sales order or invoice that puts the
customer at or above their credit limit.
This preference does not affect Opportunities, Estimates or Cash Sales.
Note: To set this individual preference, an administrator must allow an override of the company setting.

Vendor Credit Limit Warnings:

Check this box to receive a warning when you exceed the credit limit for a vendor.
Note: To set this individual preference, an administrator must allow an override of the company setting.

Print Using HTML:

Clear this check box if you prefer to print transaction forms in PDF format. Printing PDF forms requires an
Acrobat Reader. Check this box to print transaction forms in HTML format.

Print GL Impact per Subsidiary:

With this preference, you can print separate GL impact statements for transactions with multiple lines
assigned to different subsidiaries (for example, an intercompany journal). NetSuite will print a statement for
each subsidiary in the transaction.
For example, if you print an intercompany journal with two lines assigned to Subsidiary A and two lines to
Subsidiary B, NetSuite will generate one page with the 2 lines for Subsidiary A, and another page with the 2
lines for Subsidiary B.

Transaction Email Attachment Format: Choose HTML to email transaction forms in HTML format.
Choose PDF to email forms as PDF attachments.
You can also choose how to email specific recipients on their records. Note: If you select the HTML option
as a transaction email attachment format, the system will not use the template set in custom transaction
forms.

Horizontal Print Offset*:

Enter a positive number to move text to the right. For example, enter 0.1 to print text one-tenth of an inch
farther to the right.
Enter a negative number to move text to the left. For example, enter -0.1 to print text one-tenth of an inch
farther to the left.
NOTE: If you are using the United States edition of NetSuite, enter your adjustments in inches.
If you are not using the United States edition of NetSuite, enter your adjustments in millimeters.

Vertical Print Offset*:

Enter a positive number to move text lower. For example, enter 0.1 to print text one-tenth of an inch farther
down.
Enter a negative number to move text higher. For example, enter -0.1 to print text one-tenth of an inch farther
up.
NOTE: If you are using the United States edition of NetSuite, enter your adjustments in inches.
If you are not using the United States edition of NetSuite, enter your adjustments in millimeters.

Now we will see what is there in the “Analytics” tab.

In the “Analytics” tab you’ll find multiple options:

● Reporting:
○ Report by Period
○ Show Reports in Grid
○ Customize Font on Financial Reports
○ Print Company Logo
○ Display Report Title on Screen
○ Display Report Description
○ Default Bank Account
○ Calculate Forecasts as Weighted
● Search
○ Show List When Only one Result
○ Quick Search Uses Keywords
○ Popup Search Uses Keywords
○ Include Inactives in Global & Quick Search
○ Popup Auto Suggest
○ Global Search Auto Suggest
○ Global Search Sort by Name/ID
○ Global Search Customer Prefix Includes Leads and Prospects
○ Global Search Includes Transaction Numbers
● PDF
○ PDF Page Orientation
 ○ PDF Font Size
● Export
○ CSV Export Character Encoding
● KPI and Snapshot
○ KPI Scorecard with Period Specific Consolidation Rates

DEFINITIONS OF EACH OPTION:

Report by Period:
To determine which reports you want to report by period, select one of the following options:
● Financials Only – Select this option if you want specific financial reports reported by period. For a
list of these financial reports, see Report by Period: Financials Only Reports in Help Center.
● All Reports – Select this option if you want all applicable reports reported by period. For a list of
reports that properly execute by period and those that fail, see Report by Period: All Reports in Help
Center.
● Never – Select this option if you do not want to exclude reports that can be run in both by date and
by period mode.
Note: If you select Financials Only or Never, you may encounter problems with data for KPI scorecards
that use accounting periods.
Note: In OneWorld accounts, if you post transactions with dates outside posting periods, best practice is to
run all reports by period. Select All Reports.

Show Reports in Grid:

Check this box to see all your reports with grid lines dividing the rows and columns.
Clear this box to see reports presented only on a white background.

Customize Font on Financial Reports:

Select this option if you want to change the font on your financial reports. When this option is selected,
financial reports are displayed using the Arial font, but you can specify a different font by editing a report in
the Financial Report Builder.

Print Company Logo:

Check this box if you want to have your company logo printed on reports by default. If you want to see your
company logo on reports on screen, you must also check the Display Report Title on Screen box.

Display Report Title on Screen:

Check this box to show the report title, company name and dates when you view reports.
Clearing this box will enable you to view more lines of a report on the screen. If you clear this box, the report
title, company name and date range will still appear on printed reports.

Display Report Description:

Check this box to display report descriptions by default on your reports.

Default Bank Account: The account you choose here is accessible from your Home page using the Bank
Balance snapshot. If you have trouble seeing the right account after clicking Save, click Update in the
Snapshots box. If you do not choose an account here, the first account in the dropdown list will be your
default register.
To see the Bank Register report, go to Reports > Bank Register. You can see the registers of the other
accounts by going to Lists > Accounts, and clicking the name of the account you want to view.
AUD Checking, Cash, Payroll, Petty Cash, Savings, UK Checking, US Checking.
 Calculate Forecasts as Weighted:
Check this box to have forecasts weighted according to probability.
Forecasts that are not weighted include the total of all transactions regardless of probability.
Weighted forecasts include a percentage of the total for opportunities and estimates based on the probability
of those transactions.

Show List When Only one Result:

Check this box to return search results as a list when there is only one record in results. By default, NetSuite
opens the individual record when there is only one record in search results.
Note that if you enable this preference, NetSuite no longer automatically selects a single result from the
suggestion list.

Quick Search Uses Keywords:

Check this box if you want Quick Search portlet searches to return BOTH records with names that start with
and records with names that contain the entered keywords.
If you do not enable this preference, the Quick Search portlet includes Starts With and Contains option
buttons, and searches can return EITHER records with names that start with keywords OR records with
names that contain keywords, based on the option button selection. Enabling this preference removes the
option buttons.

Popup Search Uses Keywords:

Check this box to base search results for popup lists only on keywords that start with and include all the
search terms entered.
Popup searches are used when searching for a selection for a field, such as when finding a customer to select
on an order.
Enabling this preference removes the Starts With and Contains options from the Quick Search portlet.

Include Inactives in Global & Quick Search:

Check this box to include inactive records in results returned for keywords entered in the Global Search
field or in the Quick Search portlet. By default, only active records are returned for these searches.

Popup Auto Suggest:

When this option is enabled, NetSuite suggests matches for the text you enter in popup search windows,
automatically as you type. You can select from the list of matching records to go directly to the record you
need.
This option is enabled by default. To disable it, clear the box.

Global Search Auto Suggest:

When this option is enabled, NetSuite suggests matches for the text you enter in the Global Search field,
automatically as you type. You can select from the list of suggested records to go directly to the record you
need.
This option is enabled by default. To disable it, clear the box. To enable it, check the box.

Global Search Sort by Name/ID:

Enable this option to sort global search results by name, instead of by record type and then by name within
each record type.

Global Search Customer Prefix Includes Leads and Prospects:

Enable this option to cause records for customers in all stages to be returned when you use the cu global
search prefix, including leads, prospects, and customers.
By default this option is disabled, and the cu prefix returns records only for customers, not for leads or
prospects.

Global Search Includes Transaction Numbers:

Check the Global Search Includes Transaction Numbers box to include results by both document number and
transaction number in your global search results.
Clear the box to include only document numbers in the search results.
For more information, see the Help Center Article titled "Global Search by Document Number Only."

PDF Page Orientation: Select landscape or portrait orientation for your PDF output when you export a
report or search results as a PDF.

PDF Font Size: Select a font size for the PDF output when you choose to export a report or search results as
a PDF. Default is 8 pt. (10, 12, 14, 18, 24, 36)

CSV Export Character Encoding:

Select from the dropdown to choose an alternate character encoding for CSV exports of lists, reports, and
searches.
Default encoding is UTF-8. Other options are Windows 1252, the default format for Microsoft Excel, and
Shift-JIS, the most widely used format in Japan.

KPI Scorecard with Period Specific Consolidation Rates: (A KPI scorecard is a term used to
describe a statistical record that measures progress or achievement towards a set performance
indicator). KPI : Key Performance Indicator.
Select the accounting period that provides the consolidation rates you would like to use in the KPI Scorecard
report.
The following KPIs are affected by the period consolidation rates you select:
● Bank Balance
● Credit Card Balance
● Receivables
● Payables
● Other Current Assets
● Other Current Liabilities
Note: If Multi-Book Accounting is provisioned in your NetSuite OneWorld account, the accounting book
selected on the user preference reflects the accounting book currency.
This preference has no affect on standard KPIs.
This preference is available for all NetSuite user roles.

Now we will see what is there in the “Activities” tab.

In the “Activities” tab you’ll find multiple options:
 ● Calendar
○ Edit Activities from Calendar
○ Send Invitation Emails
■ Internally
■ To All Invitees
○ Restrict Invitees to Employees
○ Default Event Access Setting for New Events
○ Default Reminder Type
○ Default Reminder Time
○ Play Audio with Popup Event Reminders
● Task & Phone Calls
○ Default Priority for Tasks
○ Default New Task Public
○ Default New Phone Calls Public

DEFINITIONS OF EACH OPTION:

Edit Activities from Calendar:

Check this box to open events in Edit mode when you click events on your calendar.

Send Invitation Emails: Choose to send event invitation email to one of the following:
● To all Invitees
● Internally

Restrict Invitees to Employees:

Check this box to choose only employees as invitees on event records.

Default Event Access Setting for New Events:

Check this box if you want new events marked public by default.
You can clear the Public box on events you do not want seen by others viewing your calendar.
Public, Private, Show as Busy.
Default Reminder Type:
Select one of the following as your default type of event reminder:

● None
● E-mail
● Popup Window

Default Reminder Time: 15 minutes

Play Audio with Popup Event Reminders:

Check this box to have an audio alert when event reminders pop up.
You must have your browser set up to play sounds on Web pages to use the audio alert.

Default Priority for Tasks:

Select the priority assigned by default to new tasks.
You can set a task's priority in the Priority field on the task record.
Low, Medium, High.

Default New Task Public:

Check this box if you want new tasks to be public tasks by default.
You can mark a task private by checking the Private Task box on the task record.

Default New Phone Calls Public:

Check this box to make new phone calls public by default.
You can mark a phone call private by checking the Private Call box on the phone call record.

Now we will see what is there in the “Alerts” tab.

In the “Alerts” tab you’ll find multiple options:

Include Links in HTML Alerts :

Check this box to have the key indicators and reminders included in your alert email appear as links.
When you click a link, a browser window opens where you can log in to NetSuite and view the report for
that key indicator or reminder.
You must also have the Email Using HTML box checked on the Transactions subtab of this page in order to
include links.

Respect Quick Date Portlet Settings:

When enabled, this preference allows email alert results to be based on the date selected in your dashboard's
Quick Date Selector portlet.
By default, this preference is enabled. You can click on the box to clear it, so that email alert results can be
based on a different date.

Now we will see what is there in the “Restrict View” tab.

In the “Restrict View” tab you’ll find multiple options:

● Subsidiary
○ Include Sub-subsidiaries
● Department
○ Include Sub-departments
○ Include Unassigned
● Location
○ Include Sub-locations
○ Include Unassigned
● Class
○ Include Sub-Classes
○ Include Unassigned

DEFINITIONS OF EACH OPTION:

Subsidiary:
Set this preference to restrict the records shown for this login session, in the user interface, searches, and
reports, to those for the selected subsidiary.
To also include records for child subsidiaries of the selected subsidiary, check the Include Sub-Subsidiaries
box.
Note: You are not able to run some reports until you set this preference. Some reports require a restriction to
a single subsidiary. In these cases, do not check the Include Sub-Subsidiaries box, because enabling this
option includes multiple subsidiaries, rather than a single subsidiary as required.
The next time you log in with this role, your normal restrictions are restored.
Options: ABC Audio HQ; Inc; Ltd; Pty; Elimination.

Include Sub-subsidiaries:
Check this box to include records from child subsidiaries, in addition to the selected parent subsidiary, in the
user interface, searches, and reports, for the current login session.
Do not check this box if you have received a warning that you need to restrict your view to a single
subsidiary in order to run a report, as enabling this option includes multiple subsidiaries, rather than a single
subsidiary as required.
It does not make sense to check this box if you have selected your root subsidiary. Because all subsidiaries
are children of the root subsidiary, selecting the root subsidiary and checking this box is equivalent to no
selection, since it will include ALL subsidiaries.
The next time you log in with this role, your normal restrictions are restored.

Department:
Set this preference to restrict the records shown, for the current login session, in the user interface, searches,
and reports, to those for the selected department.
The next time you log in your original settings will be restored.
Options: Accounting Personnel; Exec Managers; Human Resources; Installation Techs & PMs; IT
Personnel; Legal; Operations; Research & Development; Sales; Support Staff.

Include Sub-departments:
Check this box to include records from sub-departments of the selected department for this session.

Include Unassigned:
Check this box to include records that do not have a designated department in this session.

Location:
Set this preference to restrict the records shown, for the current login session, in the user interface, searches,
and reports, to those for the selected location.
Your original settings will be restored when you sign out and log in again.

Include Sub-locations:
Check this box to include records from sub-locations of the selected location for this session.

Include Unassigned:
Check this box to include records that do not have a designated location in this session.

Class:
Set this preference to restrict the records shown, for the current login session, in the user interface, searches,
and reports, to those for the selected class.
Your original settings will be restored when you sign out and log in again.

Include Sub-Classes:
Check this box to include records from sub-classes of the selected class for this session.
 Include Unassigned:
Check this box to include records that do not have a designated class in this session.

Now we go to the section : “Activities”. Under which we have two options: Scheduling and Setup

If we select the option “Scheduling” we have a list of options:

Now we select the option: Setup and we find the options as

Now we select the options as “Transactions”.

The “Transactions” tab has a list of options which includes:

● Bank
● Purchases
● Payables
● Sales
● Customers
● Order Management
● Employees
● Commissions
● Inventory
● Manufacturing
● Quota/Forecast
● Financial
● Management
Under “Bank” the list of option we have

● Write Checks
● Make Deposits
● Transfer Funds
● Use Credit Card
● Reconcile Bank Statement
● Reconcile Credit Card Statement
● Banking Import History
● Reconcile Account Statement
● Match Bank Data
● Reconcile Rule
● Automated Cash Application
● Write Tax Liability
● Pay Sales Tax
Under “Purchases” the list of option we have

● Enter Purchase Orders

● Order Items
● Receive Orders
● Enter Vendor Return Authentications
● Approve Vendor Returns
● Ship Vendor Returns

The options under the “Payables” tab are

● Bill Purchase Orders

● Enter Bills
● Approve Bills
● Pay Bills
● Pay Single Vendor
● Post Vendor Bill Variances
● View Vendor Payment Status
 ● Approve Vendor Payment Transfers
● Enter Vendor Credits
● Credit Vendor Returns

The options under the “Sales” are

● Create Opportunities
● Prepare Estimates
● Enter Sales Orders
● Approve Sales Orders
● Manage Payment Holds
● Invoice Sales Orders
● Create Invoice
● Enter Cash Sales
● Create Statement Charges
● Manage Intercompany Sales Orders
● Bill of Lading Templates
● Bill of Lading
● Bill of Lading Preferences
The options under “Customers” are
● Accept Customer Payments
● View Credit Card Transactions
● Issue Customer Refund
● Issue Return Authorizations
● Receive Returned Order
● Refund Returns
● Issue Credit Memos
● Refund Cash Sales
● Assess Finance Charges
● Record Customer Deposits
● Invoice Billable Customers
● Generate Statements
● Individual Statement
● Generate Price Lists
● Individual Price List
● Approve Electronic Funds Transfers
● View Electronic Funds Transfer Status
● Create Projects from Sales Transactions
● Manage Intercompany Return Authorizations

The options under “Order Management” are

● Commit Orders
● Reallocate items
● Fulfill Orders
● Mark Orders Packed
● Mark Orders Shipped
The options under “Employees” are
● Enter Expense Reports
● Imported Employee Expenses
● Track Time
● Weekly Time Tracking
● Update Time Entries

The options under “Commissions” are

● Authorize Employee Commissions
● Individual Employee Commission
The options under “Inventory” are
● Adjust Inventory
● Adjust Inventory Worksheet
● Create Inventory Count
● Enter Inventory Count
● Distribute Inventory
● Transfer Inventory
● Replenish Location BY Inventory Transfer
● Approve Transfer Orders
● Enter Intercompany Transfer Orders
● Enter Transfer Orders
● Order items
● Review Negative Inventory

The options under “Transactions” are

● Mass Create Work Orders
● Enter Work Order
● Mark Work Orders Firmed
● Mark Work Orders Released
● Manufacturing Operation Tasks
 ● Build Assemblies
● Build Work Orders
● Issue Components
● Enter Completions
● Mark Work Orders Built
● Close Work Orders
● Unbuilf Assembles
● Bill of Materials Inquiry
● Component Where Used Inquiry

The Options under “Quota/Forecast” are

● Establish Quotas
● Edit Sales Rep Forecast
● Edit Sales Manager Forecast

The options under “Financial” are

● Make Journal Entries
● Make Intercompany Journal Entries
● Make Advanced Intercompany Journal Entries
● Approve Journal Entries
● Set Up Budgets
 ● Copy Budgets
● Create Allocation Schedules
● Create Intercompany Allocation Schedules
● Create Allocation Batches
● Create Revenue Recognition Journal Entries
● Revalue Open Currency Balances
● Post Time
● Void Time

The options under “Management” are

● Enter Memorized Transactions
● View Audit Trail
● View Payment Events
● View Gateway Asynchronous Notifications
● View Cardholder Authentication Events
● Transaction Numbering Audit Log
● GL Audit Numbering Sequences
● Print Checks and Forms
● Search Transactions
● Saved Searches