NetSuite Tips & Tricks
Practical advice for teams managing NetSuite after go-live: saved searches, SuiteScript, workflow automation, and more.
NetSuite Advanced Record Customization: A New Place to Manage AI Descriptions for Your Records
NetSuite 2026.2 introduces Advanced Record Customization (ARC), a centralized area under Customization where you can view, create, update, compare, and revert AI descriptions for standard and custom record types.
NetSuite Bank Reconciliation Changed Significantly in 2026.2: What Is Different
NetSuite 2026.2 overhauled the Match Bank Data page with a new Match Suggestions subtab, renamed tabs and buttons, filter chips, and audit columns. Here is everything that changed.
NetSuite Bill Capture Preferences Changed in 2026.2: What Blank Values Now Mean
NetSuite 2026.2 changed how Bill Capture handles blank fields. A blank Save Tax As now maps to No Tax, and a blank Save Shipping Cost As maps to No Shipping Cost. Here is what changed and where to check your settings.
NetSuite 2026.2 Adds Currency Context to Currency Custom Fields
NetSuite 2026.2 introduces a new Currency Context option for currency custom fields. It gives administrators more control over how monetary values in custom fields are interpreted across currencies. Here is where to find it.
NetSuite Is Retiring NLAuth and TBA: What Developers Need to Do Before 2027.1
NetSuite 2026.2 confirms end of support for NLAuth in 2027.1 and new TBA integrations in 2027.1, with full TBA retirement tentatively planned for 2028.1. Here is what you need to know and what to do now.
NetSuite Passkeys Can Now Replace Your Authenticator App: What Changed in 2026.2
NetSuite 2026.2 lets users with FIDO2-compliant passkeys use them as a second authentication factor. Here is what changed, what FIDO2-compliant means, and what administrators need to know.
NetSuite 2026.2 Can Now Automate Payment Adjustments for Bank Fees and Underpayments
NetSuite 2026.2 introduces automated payment adjustments for bank fees, convenience fees, and underpayments directly from customer payment and customer deposit records, removing the need for manual adjustment entries.
NetSuite Payment Runs: A New AP Workflow for Paying Multiple Vendors at Once
NetSuite 2026.2 introduces Payment Runs, an AP feature that lets you prepare, review, approve, and process multiple vendor payments in a single workflow instead of one bill at a time.
NetSuite 2026.2 Adds 5 New Project Health Indicators: What Each One Tracks
NetSuite 2026.2 introduces five new project health indicators covering time overruns, overdue tasks, resource gaps, project margin, and unbilled charges. Here is what each one measures and why it matters.
NetSuite REST Web Services Now Supports Sequential Batch Processing
NetSuite 2026.2 adds sequential processing for batch operations in REST Web Services. This means batch requests can now execute in order, which matters when one operation depends on the result of another.
NetSuite 2026.2: Start Order Fulfillment Directly from the Sales Order List
NetSuite 2026.2 lets you initiate item fulfillment directly from the sales order list without opening each individual order. Here is what changed and who benefits.
Bound Parameters in NetSuite REST SuiteQL: What They Are and Why You Should Use Them
NetSuite 2026.2 adds support for bound parameters in REST SuiteQL queries. They prevent injection vulnerabilities by separating query logic from query values. Here is how they work and when to use them.
NetSuite Changed the Default Sort for SuiteQL Transaction Queries in 2026.2
SuiteQL queries on the Transaction table that do not include an ORDER BY clause now return results sorted by tranDate instead of tranDisplayName. Any script that relies on the old default order may behave differently.
NetSuite SuiteTax Now Handles Tax on Term Discounts: How to Enable It
NetSuite 2026.2 adds support for tax adjustments on term discounts in SuiteTax. Two settings control this: one in Accounting Preferences and one at the nexus level. Here is what they do and how to turn them on.
NetSuite Advanced PDF Templates: A FreeMarker Syntax Guide with Examples
How FreeMarker works inside NetSuite's Advanced PDF/HTML Template editor — the data model, the core syntax, date and number formatting, line item loops, conditionals, and working code you can copy.
NetSuite Map/Reduce Scripts: A Complete Guide with Working Examples
How SuiteScript Map/Reduce works, when to use it over a Scheduled Script, what happens in each of the five stages, and a full deployable example you can adapt.
NetSuite Workflow vs SuiteScript: Which to Use and When
A practical decision guide for choosing between NetSuite SuiteFlow and SuiteScript — what each tool is actually built for, where they overlap, and when you need both.
NetSuite Script Execution Governance Limit Exceeded: Causes, Diagnosis, and Fixes
What causes the 'script execution governance limit exceeded' error in NetSuite, how to identify which script is the problem, and the exact patterns that fix it permanently.
NetSuite Account Optimization: What to Audit and Fix on a Live Account
A practical guide to optimizing a live NetSuite account — covering custom fields, saved searches, workflows, script deployments, roles, and form cleanup.
NetSuite User Event Scripts vs Client Scripts: Which One to Use and When
The practical difference between NetSuite User Event scripts and Client scripts, when to use each, and the common mistake that puts critical business logic in the wrong place.
NetSuite Month-End Close Checklist: What Most Teams Miss
A practical NetSuite month-end close checklist covering the items specific to NetSuite that fall through the cracks: period locking, subledger reconciliation, unposted transactions, currency revaluation, and more.
NetSuite Post-Go-Live Checklist: What to Prioritize in Your First 90 Days
A practical checklist of what to set up, review, and clean up in the first 90 days after your NetSuite implementation partner hands off the account.
NetSuite Saved Search Examples for Finance and Operations Teams
Practical NetSuite saved search examples for finance and operations: overdue invoices, open purchase orders, low stock, approval queues, and more, with the key criteria that make each one work.
Advanced PDF Templates in NetSuite: 5 Mistakes That Break in Production
The most common Advanced PDF/HTML template mistakes in NetSuite, from conditional logic to edge-case data, and how to avoid documents that fail silently on real transactions.
Why Your NetSuite Account Feels Slow (and What Actually Fixes It)
The most common, fixable causes of a slow NetSuite account: bloated saved searches, unyielding scheduled scripts, and metadata nobody cleaned up, with what to check first.
5 Common NetSuite Workflow Automation Mistakes (and How to Fix Them)
The recurring workflow design mistakes that cause NetSuite SuiteFlow automations to misfire, double-trigger, or quietly stop working, and how to fix each one.
SuiteScript Best Practices: Customizations That Survive the Next Upgrade
How to write SuiteScript 2.x customizations that keep working after NetSuite's twice-yearly releases, instead of breaking quietly in production.
10 NetSuite Saved Search Tips Every Finance Team Should Know
Practical, easy-to-apply NetSuite saved search techniques that help finance and operations teams get faster, more accurate reporting without waiting on IT.