A saved search is the most efficient tool for filtering and displaying specific record lists. By adding it as a portlet (like a Results or List portlet) to the user’s dashboard, it provides immediate, one-click access to the required data without menu navigation, enhancing productivity.

During CSV imports, NetSuite typically requires the internal ID for entity fields like Subsidiary, not the name. The UI displays the name, but the import map uses the internal ID. The solution is to export a sample item to see the correct internal ID format or use the import assistant to map the field correctly.

An Approval Workflow is the native, configurable NetSuite feature designed specifically for automating approval processes based on criteria (like amount). It routes the record, manages the approval queue, and controls the record’s status, making it the most robust and maintainable solution.

This is a key foundational concept. Subsidiaries are separate legal or reporting entities (e.g., different companies). Departments and Classes are optional reporting segments (like Admin, Sales, or Product Line) that can be used across subsidiaries to slice financial data (Income Statement, Balance Sheet) in multiple ways for internal management.

The ‘Applies To’ subtab on the custom field definition controls which record types the field is available on. If ‘Sales Order’ is not selected there, the field will not be available on Sales Order forms or records, regardless of form deployment or role permissions.

Saved searches can be configured to pull data from multiple subsidiaries by using the ‘Subsidiary’ filter and selecting multiple subsidiaries (or using None to ignore context). This search can then be added to the dashboard as a portlet, providing the cross-subsidiary view without requiring formal consolidation.

The ‘Give Access’ box on the employee record is the master switch for enabling NetSuite login. An email address is required as the login ID, and a role must be assigned to define their permissions. Without these three elements configured, the user cannot log in.

A client script (specifically a fieldChanged or validateField function) can monitor the ship date field in real-time as the user works on the form. It can display a conversational alert or warning message if the date exceeds 90 days, providing immediate, contextual guidance without preventing the save, which aligns with the requirement.

The primary power of a custom record in NetSuite is its native integration into the platform. It becomes a searchable, reportable, and referenceable entity. You can create relationships (list/record fields) to other records (like Employees or Transactions), trigger workflows based on it, and control access via roles, eliminating data silos and manual sync processes.

A saved search is the most efficient tool for filtering and displaying specific record lists. By adding it as a portlet (like a Results or List portlet) to the user’s dashboard, it provides immediate, one-click access to the required data without menu navigation, enhancing productivity.0