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Administrator Guide
April 11, 2018 2018.1
Copyright © 2005, 2018, Oracle and/or its affiliates. All rights reserved.
This software and related documentation are provided under a license agreement containing
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form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless
required by law for interoperability, is prohibited.
The information contained herein is subject to change without notice and is not warranted to be error-
free. If you find any errors, please report them to us in writing.
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U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software,
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This software or hardware is developed for general use in a variety of information management
applications. It is not developed or intended for use in any inherently dangerous applications, including
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Sample Code
Oracle may provide sample code in SuiteAnswers, the Help Center, User Guides, or elsewhere through
help links. All such sample code is provided "as is” and “as available”, for use only with an authorized
NetSuite Service account, and is made available as a SuiteCloud Technology subject to the SuiteCloud
Terms of Service at www.netsuite.com/tos.
Oracle may modify or remove sample code at any time without notice.
No Excessive Use of the Service
As the Service is a multi-tenant service offering on shared databases, Customer may not use the
Service in excess of limits or thresholds that Oracle considers commercially reasonable for the Service.
If Oracle reasonably concludes that a Customer’s use is excessive and/or will cause immediate or
ongoing performance issues for one or more of Oracle’s other customers, Oracle may slow down or
throttle Customer’s excess use until such time that Customer’s use stays within reasonable limits. If
Customer’s particular usage pattern requires a higher limit or threshold, then the Customer should
procure a subscription to the Service that accommodates a higher limit and/or threshold that more
effectively aligns with the Customer’s actual usage pattern.
Beta Features
Oracle may make available to Customer certain features that are labeled “beta” that are not yet
generally available. To use such features, Customer acknowledges and agrees that such beta features
are subject to the terms and conditions accepted by Customer upon activation of the feature, or in the
absence of such terms, subject to the limitations for the feature described in the User Guide and as
follows: The beta feature is a prototype or beta version only and is not error or bug free and Customer
agrees that it will use the beta feature carefully and will not use it in any way which might result in
any loss, corruption or unauthorized access of or to its or any third party’s property or information.
Customer must promptly report to Oracle any defects, errors or other problems in beta features
to support@netsuite.com or other designated contact for the specific beta feature. Oracle cannot
guarantee the continued availability of such beta features and may substantially modify or cease
providing such beta features without entitling Customer to any refund, credit, or other compensation.
Oracle makes no representations or warranties regarding functionality or use of beta features and
Oracle shall have no liability for any lost data, incomplete data, re-run time, inaccurate input, work
delay, lost profits or adverse effect on the performance of the Service resulting from the use of beta
features. Oracle’s standard service levels, warranties and related commitments regarding the Service
shall not apply to beta features and they may not be fully supported by Oracle’s customer support.
These limitations and exclusions shall apply until the date that Oracle at its sole option makes a beta
feature generally available to its customers and partners as part of the Service without a “beta” label.
Table of Contents
NetSuite Account Administration ............................................................................................. 1
Guidelines for NetSuite Administrators ..................................................................................... 3
Understanding NetSuite IP Addresses ...................................................................................... 7
Centers Overview .................................................................................................................. 9
NetSuite Standard Centers .................................................................................................. 9
Pages Common to all Centers ........................................................................................... 11
The Home Page ........................................................................................................... 11
The Activities Page ....................................................................................................... 12
The Documents Page ................................................................................................... 13
The Setup Page ........................................................................................................... 13
The NetSuite Account Center ............................................................................................. 14
The Classic Center ........................................................................................................... 16
The E-Commerce Management Center ................................................................................ 17
The Support Center ......................................................................................................... 17
The Sales Center .............................................................................................................. 17
Enabling Features ................................................................................................................ 20
General Company Features ............................................................................................... 20
Accounting Features ......................................................................................................... 23
Tax Features .................................................................................................................... 26
Transaction-Related Features ............................................................................................. 27
Items and Inventory Features ............................................................................................ 30
Employee and Payroll Features .......................................................................................... 33
CRM and SFA Features ..................................................................................................... 35
Analytics Features ............................................................................................................ 37
Ecommerce Features ........................................................................................................ 37
SuiteCloud Features ......................................................................................................... 39
NetSuite Company Settings ................................................................................................... 42
Configuring Company Information ..................................................................................... 42
Set Company Preferences ................................................................................................. 47
NetSuite Preference Levels Overview .............................................................................. 47
Setting General Account Preferences .............................................................................. 48
Overriding Company Preferences ................................................................................... 54
Configuring Multiple Languages ..................................................................................... 55
Center Logout Pages .................................................................................................... 56
Custom Preferences ..................................................................................................... 56
Accounting Contexts ..................................................................................................... 56
Date Formats .............................................................................................................. 59
Number Formats ......................................................................................................... 60
Renaming Records and Transactions .................................................................................. 61
Set Auto-Generated Numbers ............................................................................................ 64
Records and Transactions Available for Auto-Numbering ................................................... 70
Transaction Numbering Audit Log .................................................................................. 76
Setting Up States, Provinces, and Counties .......................................................................... 76
Supported Countries ........................................................................................................ 77
Setting Printing and Fax Preferences .................................................................................. 77
Setting Email Preferences ................................................................................................. 82
Email Spam Guidelines ................................................................................................. 87
Setting Up Duplicate Detection .......................................................................................... 88
NetSuite Account Information ........................................................................................... 92
Using System Alerts ......................................................................................................... 92
Searching Bulk Processing Jobs .......................................................................................... 93
Configuring Administrative Notifications ............................................................................. 93
Managing Plug-ins ............................................................................................................ 96
SuiteCloud Plus Settings ................................................................................................... 97
Setting Up Transactions for NetSuite CRM+ ......................................................................... 99
The Setup Page for NetSuite CRM+ Users .......................................................................... 102
Using Telephony Integration ............................................................................................ 102
Setting Up TAPI Telephony Integration .......................................................................... 103
Setting Up CTI Telephony Integration ............................................................................ 104
Classifications in NetSuite ................................................................................................... 105
Classifications Overview .................................................................................................. 105
Departments and Classes Overview .................................................................................. 105
Creating Classes ......................................................................................................... 106
Modifying and Deleting Classes .................................................................................... 107
Restricting Access to Records by Class .......................................................................... 107
Creating Departments ................................................................................................. 108
Modifying and Deleting Departments ............................................................................ 109
Restricting Access to Records by Department ................................................................. 109
Converting Classes to Departments .............................................................................. 110
Converting Classes to Locations ................................................................................... 110
Custom Segments Overview ........................................................................................ 111
Locations Overview ........................................................................................................ 111
Creating Locations ...................................................................................................... 112
Modifying and Deleting Locations ................................................................................. 114
Making a Location Inactive .......................................................................................... 115
Associating a Transaction with a Location ...................................................................... 115
Searching for a Transaction by Location ........................................................................ 115
Restricting Access to Records by Location ...................................................................... 116
Using Per-Line Classifications ........................................................................................... 117
Customizing Forms for Per-Line and Header Classifications .............................................. 118
Getting Started with NetSuite OneWorld ............................................................................... 120
NetSuite OneWorld Overview ........................................................................................... 120
Setting Up OneWorld ...................................................................................................... 122
Subsidiaries Overview ................................................................................................. 123
Planning Your Subsidiary Hierarchy .............................................................................. 125
Multiple Currencies in OneWorld .................................................................................. 125
Nexuses and Taxes in OneWorld .................................................................................. 126
NetSuite Editions Overview .......................................................................................... 127
Setting Up Subsidiaries ............................................................................................... 128
Setting Up Accounts in OneWorld ................................................................................. 137
Setting Up Payroll in OneWorld .................................................................................... 137
Setting Up Inventory in OneWorld ................................................................................ 138
Setting Up Multiple Vendors in OneWorld ...................................................................... 138
Using Logos in OneWorld ............................................................................................ 139
Associating Subsidiaries with Entities ............................................................................ 140
Associating Subsidiaries with Items .............................................................................. 152
Associating Subsidiaries with Shipping Items ................................................................. 153
Controlling Employee Access to Subsidiaries .................................................................. 154
Consolidated Reporting in OneWorld ................................................................................ 158
Subsidiary Context for Reports .................................................................................... 159
Displaying Currency for Multiple Subsidiary Search Results .............................................. 161
Working with OneWorld ERP Accounting ........................................................................... 161
Working with OneWorld CRM .......................................................................................... 162
Using Consolidated Quotas and Forecasts in OneWorld ................................................... 162
Working with Employee and Partner Commissions in OneWorld ....................................... 162
Setting Subsidiaries on Online Forms in OneWorld ......................................................... 165
Working with OneWorld and SuiteCommerce ..................................................................... 166
Tracking Changes in NetSuite ............................................................................................... 167
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