top of page
Post: Blog2_Post

Blog Article

NetSuite Tricks with Internal IDs and Drop-Downs

Written by: Gam Tran

Hello Finance Users! Are you looking to enhance your experience with NetSuite and make the most of its features? In this blog post, I'll share some valuable tricks to help you effectively utilize Internal IDs and set up Drop-Downs in NetSuite. These tips will streamline your workflow and improve your overall productivity. Let's dive in!

1. Showing Internal IDs

The Internal ID is a unique identifier the NetSuite system assigns to each record. By displaying Internal IDs, you can quickly identify and track specific records, making your search and sorting processes more efficient.

Here's how you can enable this feature:

  • Start on the Home screen and navigate to Set Preferences.

  • Under the General tab, click "Show Internal ID" and save your preferences.

By enabling this option, you will have an additional column showing the Internal IDs in your view, allowing for better organization and analysis of your data.

The first is sorting; this adds columns to your view:

The second value of the Internal ID is that it helps with saved searches, especially if you are working with formulas to add this feature:

You will start: On the Home screen > Set Preferences > under General tab > click on Show Internal ID > Save:

2. Setting up Drop-Down Lists

Searching through extensive drop-down lists can be time-consuming and overwhelming when dealing with many records. To simplify the process, you can limit the number of records displayed in the drop-down lists.

Follow these steps:

  • Start on the Home screen and navigate to Set Preferences.

  • Under the General tab, find the "Optimizing NetSuite" field group.

  • Adjust the number of rows or dropdowns to a lower number, such as one or two, and save your preferences.

By reducing the number of records in the drop-down lists, you can quickly find and select the required option, saving you valuable time and effort.

These two tricks will significantly enhance your NetSuite experience, allowing you to work more efficiently and effectively. Whether managing financial data or performing other tasks within NetSuite, these tips will help streamline your workflow and improve productivity.

Remember, by leveraging Internal IDs and optimizing drop-down lists, you can easily navigate NetSuite and focus on what matters – achieving your business goals.

Stay tuned for more actionable insights and tips on maximizing your NetSuite experience. We're here to help you succeed!

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 visit our website for a free consultation today.


bottom of page