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Enhancing NetSuite Data Visibility: Displaying Account Number and Name Made Easy

Written By: Bella Tran Introduction

As a managed service provider for the NetSuite client community, Etter & Ramli (E+R) offers comprehensive NetSuite Administrator Managed Services that bring significant benefits to businesses. In this article, we will explore an alternative solution to a common issue faced by NetSuite users: the inability to display both the account number and name in the Item List or on the Item Saved Search.

Currently, even if the Accounting Preference for 'Use Account Number' is set to True, only the Account Name is visible, while the Account Number remains hidden. It is logged under Enhancement 75028. This limitation can hinder efficient data management and cause confusion for users. However, there is a workaround that allows you to display both the Account Number and Name.

The solution involves creating a custom item field and using a saved search to concatenate the Account Number with the Account Name. Here are the step-by-step instructions:

1. Go to Customization > Lists, Records, and Fields > Item Fields > New.

2. Fill out the following fields:

a. Label: Income Account Number (or any preferred label).

b. Type: Free-Form Text.

c. Store Value: False (unmarked).

d. On the Applies To subtab, select the relevant Item type.

e. On the Sourcing & Filtering subtab, select the following fields:

- Source List: Income Account.

- Source From: Number.

f. Save the Custom Item Field.

3. Go to Lists > Search > Saved Searches > New > Item.

4. On the Results tab, select the following fields:

a. Name.

b. Income Account Number (the custom field created in step 2).

c. Income Account.

d. Formula (Text): Use the formula {internal id of the custom field created} || ' ' || {expenseaccount}. For example: {custitem_bc_income_acct_no} || ' ' || {incomeaccount}.

e. Rename the Search and click Save and Run.

By following these steps, you can now run the saved search and see the concatenated result of the Account Number and Name in the Item List or Item Saved Search. This alternative solution provides a clear and efficient way to display both pieces of information, enhancing data visibility and improving operational processes.

At E+R, we understand the challenges faced by NetSuite users and strive to provide practical solutions that optimize their experience. With our managed services, businesses can rely on our dedicated team of certified experts to address their specific needs and ensure the smooth operation of their NetSuite system.


Conclusion

In conclusion, by implementing this alternative solution, businesses can overcome the limitation of not being able to display both the Account Number and Name in NetSuite. This customization empowers users with comprehensive information and streamlines their workflow. Choose E+R as your trusted partner for NetSuite Administrator Managed Services, and let us help you unlock the full potential of your NetSuite system.


Etter+Ramli as the Trusted, Independent Managed Services Provider for NetSuite

Using NetSuite Managed Services could be your growing company's best strategic move. NetSuite Managed Services offers a comprehensive solution, granting companies access to a team of experienced NetSuite administrators and consultants to manage their NetSuite ERP. Typically, this service is more affordable than hiring in-house staff. When you use managed services, your systems are always up-to-date. In the world of IT, systems are consistently upgraded and patched and come with a slew of security protocols. It is a lot to handle, but your teams can handle this when implementing managed services.

The goal is to ensure your NetSuite instance supports your business’ growth.

For over 20 years, Etter+Ramli has helped several companies optimize their NetSuite software solution. With a 95% customer satisfaction rate, Etter+Ramli can provide your company with world-class support, Certified NetSuite experts, and a value-based pricing structure.


Etter+Ramli As Your Extended NetSuite Team

Etter+Ramli is an Independent Managed Success Provider for NetSuite clients. We are NOT partnered with Oracle NetSuite and do not take commissions. We bring our knowledge, expertise, and passion for success to our clients. We help clients Buy, Deploy, Grow, and Abandon NetSuite. We engage as a client-side managed service to ensure our priorities align with our clients.

To explore the benefits of retaining Etter+Ramli as your Managed Success Provider, contact Todd Kimpton or connect on LinkedIn for a free consultation today.


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