Jordan Spinharney

A client requested a field in project task records to auto-populate with the project manager for new tasks and allow overwriting. Here's how we accomplished this.

Explore NetSuite subsidiary restriction options, learn how to configure role access, and control which subsidiaries users can view or edit.

The solution outlined here locks down the NetSuite dashboard so a user with the custom role can NOT use the Quick Search portlet.

At a high level, the NetSuite workflow sets the value of the custom field to the value of the field you need. Then, you can access the custom field in your saved search.

A gap in NetSuite's Inbound Shipment functionality is the inability to close a partially received inbound shipment. Here's how to create a workaround.

To solve this problem for our client, we implemented a NetSuite workflow to set the field values for new contacts to blank. Here is how we did it.

Let's look at how to deactivate ONLY the sub-customer record in NetSuite, without deactivating either the parent record or other sub-customer records when there are multiple.