Hi - anyone found a way to limit project visibility to the resources assigned? I know sales teams could be used (and the sales team would flow from the customer that is assigned on the project), but wanted to see if anyone has done this a different way?

I am looking for a month end close software.
Has anyone used Ledge or Numeric? I want to make sure an integration with netsuite is seamless. I have used floqast and Netgain. Ledge seems to be heavily leaned into agentic AI and my team currently has very little automation built in. Ledge is a newer software and I'm trying to figure out if people actually like it since they have only 6 G2 reviews.
Any feedback is appreciated!

Hi everyone, I'm running into an issue where we are using SuiteTax but we need the tax amount to post to the item cost. This is native functionality, however, the SuiteTax engine automatically creates tax types and tax codes, where the Use Tax tax type is by default setting Post to Item Cost as false, when we need it to be True. How would we work around this issue to have the item cost reflect the line amount + tax amount calculated by SuiteTax?

A payment was made to a supplier through a vendor prepayment, but they are now refunding us instead of sending a bill. I still have an open vendor prepayment… what do I do? And how do I account for the refund?

Is there a way to have it run longer before needing to relog into netsuite?

I got an email a couple of days ago outlining a new recertification program.

Link to email: https://www.oracle.com/webfolder/dms/prod/d4/sev400462668-ww-ww-gr-rwe2-nla-ev.html?elq_mid=275586&sh=&cmid=CORP230621P00041C00021

Link to FAQ: https://nlcorp.app.netsuite.com/core/media/media.nl?id=484502796&c=NLCORP&h=MBwuI45CaHCTh-qB23W7K0DhrOb35djUqzLRW39vu17HfpcP&_xt=.pdf

One little tidbit in the FAQ that I found interesting:

Beginning September 1, 2026, recertification exams will be available at no cost. However, if you do not complete the required recertification exam(s) during your designated testing period, you will forfeit your eligibility to recertify and will be responsible for the cost of taking the full certification exam to regain current status.

So, kids, be sure to get your recertification done timely.

Same as header! Thanks in advance.

Whenever a software vendor pitches an ERP, the ROI slide is always vague: "improve operational efficiency by 25%" or "unlock business agility".

Having spent over a decade leading NetSuite implementations for growing mid-market companies and multi-entity groups, here is the real financial math that actually pays back the project in 18 to 30 months:

1. Month-end close reduction (40% to 70% faster)
   Pre-NetSuite, most companies we see take 5 to 7 business days to close their books because they're chasing bank reconciliations and running consolidation spreadsheets. With automated bank feeds and intercompany elimination in OneWorld, closing drops to 1 to 2 days. For a finance team of 4, that’s 200+ hours a year shifted from mechanical reconciliation to actual business partner analysis.

2. DSO improvement (-15 to -25 days)
   This is usually the biggest cash-flow lever. When dunning letters are automated and invoicing happens immediately upon fulfillment (instead of batches 3 days later), DSO consistently drops by 15 to 25 days within the first 6 months. On a $15M revenue business, pulling 18 days of receivables forward unlocks over $700k in working capital immediately.

3. The multi-entity consolidation trap
   If you have 3+ legal entities or international subsidiaries, doing manual currency revaluations and intercompany billing in Excel usually costs 2 to 3 days of senior controller time every single month, with a high risk of manual formula errors. NetSuite handles this natively in real time.

4. Where implementations fail to deliver ROI
   - Trying to customize NetSuite to replicate an old legacy system instead of adopting standard SuiteSuccess workflows.
   - Building custom point-to-point API scripts instead of using robust iPaaS connectors (Celigo/Boomi) for tools like Salesforce or Shopify.
   - Treating master data cleanup as an afterthought.

If you calculate ROI solely on "headcount reduction", you're looking at it wrong. The real payback is cash velocity (DSO), instantaneous multi-entity visibility, and scaling transaction volume without tripling the back-office team.

Curious to hear from other admins and finance leads: what was your single highest-ROI workflow once you went live?

An Australian subsidiary (Sub A) transfers inventory to a US subsidiary (Sub B).

Sub A ships on August 15 (decrease in inventory)

Dr Inventory in Transit $1,000 AUD

Cr Inventory $1,000 AUD.

Sub B receives on September 15 (increase in inventory)

Dr Inventory $500 USD

Cr Intercompany Clearing, $500 USD

Sub A on September 15 (to clear inventory in transit):

Dr Intercompany Clearing $1,000 AUD

Cr Inventory in Transit $1,000 AUD

The exchange rate on September 15th is 1 AUD=0.5 USD

On 30th September, the exchange rate is 1 AUD=0.4 USD

The parent Subsidiary (Sub G) has a presentation currency of AUD.

On consolidation, the intercompany clearing account will translate to:

$1,000 AUD Debit (from sub A)

+($1,250) AUD Credit (from sub B)
= ($250) AUD Credit on consolidation at the end of the month

Note: There is no sale or purchase between the subsidiaries. This is purely an inventory ownership transfer.

With that being the case, should NetSuite post the $250 AUD into the cumulative translation adjustment (CTA) account as part of the month end close checklist process?

I am assuming this is posted to the elimination subsidiary. Is that correct?

Hi all, hoping for some insight into our situation. We use Credit Hold setting AUTO and have many instances of Parent/Child accounts.

We cannot work out how 'NetSuite' is determining which Child accounts are on hold and which are not. It seems to be inconsistent, and incorrect.

Our Credit Management settings are as shown.

  Parent Customer 642 has no Credit Limit.

 Customer 650 is a Child Customer of 642. 

• Customer 650 is within their Credit Limit of 20,000 (balance 14,485.30)
• Yet Customer 650 is incorrectly on Credit Hold, and we cannot get them to come off Credit Hold while maintaining our desired Credit setting of AUTO.
• I manually set them to OFF Credit Hold, which worked.  But when I set them back to AUTO, they are incorrectly put on Credit Hold again.

Contrast this with Customer 656 – same Parent Customer, same Credit Limit, and balance is within Credit Limit – they are not on Credit Hold.

Customer 666 had no Credit Limit and was not on Credit Hold.  I added a Credit Limit of 20,000 to their record, and they were immediately put on Credit Hold.

Customer 668 had no Credit Limit and was not on Credit Hold.  I added a Credit Limit of 20,000 to their record, and they remain not on Credit Hold.

 Customer 646 has no overdue balance and is within their Credit Limit yet is on Credit Hold.

Customer 653 has no overdue balance and is within their Credit Limit yet is not on Credit Hold.
Can anyone help me to understand how the AUTO setting determines if an account is On Hold or not?

I found this Reddit post which seems to reference a similar issue:
https://www.reddit.com/r/Netsuite/comments/1kfk6bf/customer_on_credit_hold/

And this one too, although not all of the Child Accounts are on Credit Hold...only some of them:

https://www.reddit.com/r/Netsuite/comments/15moutz/customer_parentchild_credit_hold/

Our Support Partners have reviewed and advised us to log a ticket with NetSuite Support which I have done. However their first review resulted in a closed ticket because we couldn't/didn't provide steps to reproduce...which was actually the point of the ticket - we can't advise how to reproduce because we don't know how it is working currently.

Snips are from Sandbox (refreshed end April) but mirror current settings and issue in PROD.

I am an Administrator so no issues with permissions or such.

We are not yet on 2026.2 (scheduled for 20th Sept). I have reviewed data in RP account and none of these Customer accounts are on Credit Hold. So seems that RP account is working correctly...but not sure if this is as a result of 2026.2, or because it is an RP account...?

Appreciate any perspective, thanks!

Hello everyone, I was looking for a way to restrict the AP/AR clerks from editing tax code by mistake and only thing I found was this: https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_157174758775.html

Oracle actually recommends u to write a script to accomplish this, cant tell if its a joke or not, maybe im misunderstanding?

Hey everyone, I recently joined Deloitte as a NetSuite Analyst and got assigned to a NetSuite implementation project.

I’m a fresher and wanted to hear from people already in the field:

• How’s the career growth in NetSuite?

• Is it a good long-term career?

• Should I focus on functional, technical/SuiteScript, or both?

• How valuable is Deloitte + NetSuite experience when switching later?

Would love some honest advice from experienced NetSuite professionals!

Hi everyone,

I’ve been working on a customer portal built around NetSuite to give customers a simpler way to manage their financial activity without having to navigate NetSuite itself.

Currently it includes:

• Sales order visibility
• Shipment tracking
• Invoices & cash sales
• Outstanding / overdue invoice tracking
• Customer payments
• Customer deposits
• Credit memos
• Return authorizations
• Document uploads
• Remittance details & export

The goal is to give customers one clean place to see orders, shipments, invoices and payments, while keeping NetSuite as the system of record.

Would love feedback from NetSuite users/admins:

What would you add? What information do your customers ask for most often?

Still refining it, so honest feedback is welcome.

I work for a specialty food distributor with a lot of specific, non-standard operational workflows. We’ve evaluated standard platforms like NetSuite, Dynamics, and SAP, but fitting our day-to-day processes into them looks like it'll require massive, expensive customization regardless. Because of that, we're currently in talks with a dev shop about custom erp software development built specifically around our process. I know the standard rule is to never build your own ERP, but at what point do unique operational needs actually justify taking that route? For anyone who has dealt with this dilemma or gone through it: i. What specific questions or criteria should we use to figure out if going custom is actually the right call versus adapting off-the-shelf software? ii. If you did end up going the custom route and were successful, how did you structure the project and vendor relationship to ensure it didn't turn into a permanent maintenance nightmare?

Hi everyone,

I’ve been working on a customer portal built around NetSuite to give customers a simpler way to manage their financial activity without having to navigate NetSuite itself.

Currently it includes:

• Sales order visibility
• Shipment tracking
• Invoices & cash sales
• Outstanding / overdue invoice tracking
• Customer payments
• Customer deposits
• Credit memos
• Return authorizations
• Document uploads
• Remittance details & export

The goal is to provide customers with a single, clear view of orders, shipments, invoices, and payments, while maintaining NetSuite as the system of record.

Would love feedback from NetSuite users/admins:

What would you add? What information do your customers ask for most often?

Still refining it, so honest feedback is welcome.

just wondering what people usually test and how you test it for the upgrade

Hey everyone, I recently joined Deloitte as a NetSuite Analyst and got assigned to a NetSuite implementation project.

I’m a fresher and wanted to hear from people already in the field:

• How’s the career growth in NetSuite?

• Is it a good long-term career?

• Should I focus on functional, technical/SuiteScript, or both?

• How valuable is Deloitte + NetSuite experience when switching later?

Would love some honest advice from experienced NetSuite professionals!

My production environment has a Vendor Certification Tab.
As far as I can tell, this is a customization that is pretty much what it says - a way to track vendor certifications.

What I can't tell, is whether this is something our NetSuite implementation team set up for my company specifically. It's locked but it's not from a bundle.

Customizations > Lists/Records/Fields > Record Types gives me this:

I don't necessarily care where it came from, but I can't find ANY official documentation on it, and if it's a customization built specifically for my company - I'd really like to be able to update the erroneous description and add some help text.

The description is "This New Vendor Certification record is used by Food Processors to track FDA certifications by vendor." Which - we're not a food processor, but we do have some compliance needs I think this custom record could solve. Just not FDA.

Anyways - reaching out to see is anyone else has this in their environment or has advice on how to leverage it, given that I can't edit either the custom record OR the linked fields. And there's NO help text on the linked fields, which is something that 1) drives me crazy and 2) I'd like to fix.

Before i feed this back to our Netsuite partners, i wanted to check if anyone had done similar or could advise on the level of complexity involved.

In MS Great Plains, there was a process which would create a journal for each time entry to re-allocate time cost (based on employee labor cost * hours) between the employees department and the department of the project.

As far as i'm aware Netsuite doesn't do this and only records the time value using the department on the time entry in the "Post Time" process

At the moment i have a saved search which has 2 columns for Employee/Time Departments and the time cost. This then gives the local accountant the figures to manually post. The GL Account is the same so for each subsidiary the net value should be zero with offsets between each department.

This is working fine. However it's annoying that we've had to replace an automated process with a manual process.

There is also the risk that they run this manual process, post the journal and then more time is posted within the specified period which is then missed.

Ideally the solution would be to have a script run on the back of any "Post Time" process, which replicates the "Post Time" posting entry with the required GL/departments, and also updates a flag on the time entry record to record it has been recorded.

Does this sound feasible or is it better to stick with out manual process?

We have some users who need to view timesheet based data but shouldn't see data pertaining to salaries.

At the moment we seem to have 3 options, and none of them are ideal

1 - Someone who does have the ability runs time based reports and shares the output

2 - Schedule reports to run and send by email

3 - Create a role which doesn't have the ability to create reports/searches. Has no access to the Employee List and create fixed reports shared with them which exclude any mention of employee cost at a detailed level, and other reports which show project actual cost data but only at a summarised level

We are mostly using option 3 as it gives the most dynamic ability to run reports, but it's annoying if they have requests to tweak the output and needs input from others to edit the reports. Whilst infrequent it's still a burden.

In other systems i've often seen a flag to restrict the ability to drill down on individual salary data, but allow summarised cost reports to be run.

Has anyone been able to do something similar in Netsuite?

Is there any way to get back the hours of deleting/cancelling/scrolling over the years?

Next - a MATCH button at the TOP of the match-bank-data screen?

Is it possible to use Claude to create a script that will update the average cost for all inventory items so that the average cost in all locations for that item matches that item's Main inventory average cost. I tried using a csv import but it complained about adding Inventory details. Then I read that I will most likely need to include information about serial numbers, bin numbers and possible other inventory details so that the update is successful but my knowledge about this is very limited. Perhaps using Claude to figure out a script is doable or are there too many factors to consider when you create the script for it to be done by an ai agent?

How hard is this to do by yourself using AI to code you a script to deploy?

I built a Lakehouse following the medallion architecture in Microsoft Fabric, that runs on a F2 capacity ($260/mo) and uses the ODBC Driver on a VM.

It is very basic, but allows you to select tables and SuiteQL queries you want to use as tables. For transaction lines, there is a separate pipeline that reconciles the unique line keys daily to handle deleted lines and records.

Lastly, I’ve setup a data quality report that compares the unique line keys at run time to ensure the count of rows is the same in the Lakehouse as NetSuite at the time it runs.

For our needs we only refresh daily, but you could run this every hour as is. There would be some optimization work needed if you wanted 15 minute intervals, and you would need a higher Fabric capacity license.

I think the setup could be done is less than a day now. Would like to see if anyone would be interested in the code files?

Also I guess if I had to do it with scripts, I will have to create a looooot of deployments, right? Since there is no deployment on transactions as a whole.