Set Preferences

COLOR THEME

Select a color theme for this Center or Role in NetSuite

Address Mapping Type

Select a web site to use to generate maps for addresses on entry forms.

GLOBAL SEARCH INCLUDES TRANSACTION NUMBERS

Check the Global Search Includes Transaction Numbers box to include results by both document number and transaction number in your global search results. Clear the box to include only document numbers in the search results. For more information, see the Help Center Article titled "Global Search by Document Number Only.

Download PDF Files

Check this box if you use PDF forms and want to save print files. Clear this check box if you use HTML forms or if you print PDF forms immediately without saving their files.

AUTO PLACE DECIMAL

Check this box if you want NetSuite to insert a decimal point between the second and third digits from the right in a number where you don't type a decimal point. For example, if you type 495, it becomes 4.95. Clear this check box if you want NetSuite to place a decimal point at the end of a number where you don't type a decimal point. For example, if you type 495, it becomes 495.00.

QUICK SEARCH USES KEYWORDS

Check this box if you want Quick Search portlet searches to return BOTH records with names that start with and records with names that contain the entered keywords. If you do not enable this preference, the Quick Search portlet includes Starts With and Contains option buttons, and searches can return EITHER records with names that start with keywords OR records with names that contain keywords, based on the option button selection. Enabling this preference removes the option buttons.

Add Signature To Messages

Check this box if you want to add your signature to all outgoing plain text fax and email messages. Scriptable Templates: you must add the FreeMarker text {preferences.MESSAGE_SIGNATURE} to your template in order for the signature to automatically be displayed.

Print Company Logo

Check this box if you want to have your company logo printed on reports by default. If you want to see your company logo on reports on screen, you must also check the Display Report Title on Screen box.

LIMIT ENTRY FORMS TO TWO COLUMNS

Check this box if you want to limit the columns of fields on entry forms to two columns. By default, fields on entry forms are arranged in three columns.

POPUP SEARCH USES KEYWORDS

Check this box to base search results for popup lists only on keywords that start with and include all the search terms entered. Popup searches are used when searching for a selection for a field, such as when finding a customer to select on an order. Enabling this preference removes the Starts With and Contains options from the Quick Search portlet.

Show Internal IDs

Check this box to be able to view the internal IDs for fields and records in the NetSuite application. Web services and SuiteScript code need to reference internal IDs in order to uniquely identify objects, so it is recommended that you enable this preference whenever you are working with Web services or SuiteScript. When this preference is enabled: You can view the internal ID for a field by clicking on that field's label to open the field level help popup window. The internal ID is displayed in the lower right corner of this window. You can view the internal ID for a record or a custom field in an Internal ID column that displays on a list or search results page for that type of record or custom field.

DELAY LOADING OF SUBLISTS

Check this box to delay loading information on subtabs until you click the specific subtab. Setting this preference decreases page-load times.

DISPLAY DEFAULT THEME WITH OPTIMAL COLOR CONTRAST

Check this box to display a theme with optimal contrast that can aid users with low vision to view the UI. Note: If this preference is selected, the color theme is set to default and the Color Theme preference is disabled

Display Report Description

Check this box to display report descriptions by default on your reports.

ENABLE RICH TEXT EDITING

Check this box to enable use of the rich text editor in text fields. When this option is enabled, each text field includes Font, Size, and Color dropdowns, and a toolbar with text style, alignment, and paragraph format options. You can enter text and make selections to format it. Each text field includes the Formatted Text header, and an HTML Source Code link that you can click to switch to the mode of entering source code. By default, you enter HTML source code in text fields. Each field includes the HTML Source Code header, and a Formatted Text link that you can click to switch to rich text editor mode. BY DEFAULT YOU CAN ENTER HTML SOURCE CODE IN TEXT FIELDS

EXPAND TABS ON ENTRY FORMS

Check this box to expand tabs on your NetSuite pages. When tabs are expanded, contents are listed in order on a single page so that you can tab through the fields.

CALCULATE FORECASTS AS WEIGHTED

Check this box to have forecasts weighted according to probability. Forecasts that are not weighted include the total of all transactions regardless of probability. Weighted forecasts include a percentage of the total for opportunities and estimates based on the probability of those transactions.

Include Inactives in global & quick search

Check this box to include inactive records in results returned for keywords entered in the Global Search field or in the Quick Search portlet. By default, only active records are returned for these searches

ONLY SHOW LAST SUBENTITY

Check this box to indent subrecords in dropdown lists on transactions and forms. This applies to relationship records, such as customers, partners and leads. For example: Parent customer Subcustomer 1 Subcustomer 2 When the box is cleared, subentity record names include the parent name: Parent customer Parent customer: Subcustomer 1 Parent customer: Subcustomer 2 Note that when records display in popup lists subentity names always include the parent name.

ALPHABETIZE ITEMS REGARDLESS OF TYPE

Check this box to list items in alphabetical order, regardless of item type, on transactions such as Sales Orders, Purchase Orders, and Inventory Adjustments. Clear this box to display items listed on transactions grouped by item type, and within each item type, listed in alphabetical order.

NOTIFY ME UPON ISSUE ASSIGNMENT

Check this box to receive a notification at your login email address when an issue is assigned to you. This preference affects all roles. If you reset this preference in another role, it is reset for all roles.

Vendor Credit Limit Warnings

Check this box to receive a warning when you exceed the credit limit for a vendor. Note: To set this individual preference, an administrator must allow an override of the company setting.

Show List When Only 1 Result

Check this box to return search results as a list when there is only one record in results. By default, NetSuite opens the individual record when there is only one record in search results. Note that if you enable this preference, NetSuite no longer automatically selects a single result from the suggestion list.

Show Reports In Grid

Check this box to see all your reports with grid lines dividing the rows and columns. Clear this box to see reports presented only on a white background.

Submit Warnings

Check this box to see warnings when you are about to leave pages before submitting the transactions you were working on.

Duplicate Number Warnings

Check this box to see warnings when you enter a document number you have used before. This would prevent two checks with the same number, for example.

INVENTORY LEVEL WARNINGS

Check this box to see warnings when you sell inventory items with quantities at or below their reorder points. You must also set these minimum quantities at Lists > Items, on the Basic tab, in the Reorder Point field.

SET CUSTOMER DASHBOARD AS DEFAULT VIEW ON CUSTOMER RECORD

Check this box to set the customer dashboard view as the default view on customer records.

ONLY SHOW LAST SUBITEM

Check this box to show only subitems and omit parent items in dropdown lists on transactions and forms. For example: Subitem 1 Subitem 2 When the box is cleared, subitem names include the parent name: Parent item Parent item: Subitem 1 Parent item: Subitem 2 Note that when records display in popup lists subitem names always include the parent name.

DISPLAY REPORT TITLE ON SCREEN

Check this box to show the report title, company name and dates when you view reports. Clearing this box will enable you to view more lines of a report on the screen. If you clear this box, the report title, company name and date range will still appear on printed reports.

TYPE-AHEAD ON LIST FIELDS

Check this box to speed entries to list fields that have a large number of choices. When this option is enabled, you can type multiple characters into a list field and NetSuite populates it with a matching record. If this option is disabled, NetSuite populates list fields based on the first character you type, selecting the first list record that begins with that character.

SHOW QUICK ADD ROW ON LISTS

Check this box to use quick add on direct editable lists. Quick add allows you to create new records from lists and only add basic information. You can turn this preference off on individual lists.

Use Classic Interface

Check this box to use the Classic Center as your NetSuite interface. When you enable this option, you see the same tabs in NetSuite that the Administrator role does. If all users enable this option, they all can see the same tabs and use the same navigation paths.

ONLY SHOW LAST SUBACCOUNT,

Check this box to view subaccount names using indentation in dropdown fields. For example, with the box checked, subaccounts appear indented under the parent account: Parent account Subaccount 1 Subaccount 2 With the box cleared, subaccount names include the parent name: Parent account Parent account: Subaccount 1 Parent account: Subaccount 2

Transaction Email Attachment Format

Choose HTML to email transaction forms in HTML format. Choose PDF to email forms as PDF attachments. You can also choose how to email specific recipients on their records.

SCREEN FONT

Choose Verdana or Arial as the screen font for your NetSuite pages. The font you choose here is not applied to your forms or web site.

PHONE NUMBER FORMAT

Choose how 10 digit phone numbers should appear and be entered: (123) 456-7890 123 456 7890 123.456.7890 If you are entering phone numbers outside the United States, leave this preference blank.

LONG DATE FORMAT

Choose how long dates, meaning dates with the month name spelled out, should appear and be entered in your account. Note:This preference only affects your login. Other users in your company can set different date formats. However, this setting affects all of your roles. Therefore, if you reset your date format in another role, this setting will change to match the new preference as set in the other role.

TIME FORMAT

Choose how time should appear and be entered in your account. Note: This preference only affects your login. Other users in your company can set different time formats. However, this setting affects all of your roles. Therefore, if you reset your time format in another role, this setting will change to match the new preference as set in the other role.

NEGATIVE NUMBER FORMAT

Choose the format to display negative numbers. This preference determines the format used on transaction and entity forms, and search results only. Note: This preference affects only your login. Other users in your company can set different number formats. The setting affects all of your roles. If you reset your number format in another roles, this setting will changes to match the new preference as set in the other role.

NUMBER FORMAT

Choose the number format for thousands separator and decimals. This preference determines the number format used on transaction and entity forms, and search results only. Note: This preference affects only your login. Other users in your company can set different number formats. The setting affects all of your roles. If you reset your number format in another role, this setting will change to match the new preference as set in the other role.

PRINT USING HTML

Clear this check box if you prefer to print transactions forms in PDF format. Printing PDF forms requires Acrobat Reader. Check this box to print transaction forms in HTML format.

COMPENSATE FOR LARGE FONTS

Click this to see easier-to-read layouts if you have already set your computer display to use large fonts.

From Email Address

Customize Enter the email address you want to use as the From address for email you send through the system. Replies to email you send through the system are sent to this email address as well. If you do not enter an email address here, email will be sent with your login email address.

GLOBAL SEARCH CUSTOMER PREFIX INCLUDES LEADS AND PROSPECTS

Enable this option to cause records for customers in all stages to be returned when you use the cu global search prefix, including leads, prospects, and customers. By default this option is disabled, and the cu prefix returns records only for customers, not for leads or prospects.

GLOBAL SEARCH SORT BY NAME/ID

Enable this option to sort global search results by name, instead of by record type and then by name within each record type.

LIMIT CC FIELD TO CONTACTS & EMPLOYEES

Enable this preference to limit the recipients who can receive copies of email messages to those defined as contacts or employees.

VERTICAL PRINT OFFSET

Enter a positive number to move text lower. For example, enter 0.1 to print text one-tenth of an inch farther down. Enter a negative number to move text higher. For example, enter -0.1 to print text one-tenth of an inch farther up. NOTE: If you are using the United States edition of NetSuite, enter your adjustments in inches. If you are not using the United States edition of NetSuite, enter your adjustments in millimeters.

HORIZONTAL PRINT OFFSET

Enter a positive number to move text to the right. For example, enter 0.1 to print text one-tenth of an inch farther to the right. Enter a negative number to move text to the left. For example, enter -0.1 to print text one-tenth of an inch farther to the left. NOTE: If you are using the United States edition of NetSuite, enter your adjustments in inches. If you are not using the United States edition of NetSuite, enter your adjustments in millimeters

Signature

Enter a signature (in HTML markup) you want to appear at the end of email you send from NetSuite. The HTML must be formatted correctly, including line breaks, hyperlinks, character formatting such as Bold, and any other special formatting. If the signature is not correctly formatted, it will not display properly.

MAXIMUM ENTRIES IN DROPDOWNS

Enter the maximum number of records you want to appear in dropdown lists. Once a list has reached the limit you set here, the list will pop up in a window of its own. The highest number you can enter is 500. 500 MAX

Nickname

Enter the name that you want to appear in the From field of email messages you send from NetSuite. For example, you can send an email message by clicking the Email subtab on your employee record. Note: Your Nickname does not affect records you create in NetSuite. The name that appears on reports or custom fields is the name on your employee record.

DATE FORMAT

From the following, choose how dates should appear and be entered in your account: DD-Mon-YYYY DD.MM.YYYY DD/MM/YYYY MM/DD/YYYY Note: This preference affects only your login. Other users in your company can set different date formats. However, this setting affects all of your roles. Therefore, if you reset your date format in another role, this setting will change to match the new preference as set in the other role.

REQUIRE EXACT MATCH ON ITEM TYPE-AHEAD

If the Type-Ahead On List Fields option is enabled, check this box to require that NetSuite's selection of a list record based on typed characters in a list field be an exact match of the typed characters, rather than just starting with the same characters.

AUTO FILL TRANSACTIONS

If you check this box, information on transaction pages is automatically filled in based on the last transaction for the entity you have chosen. If you clear this box, click the Auto Fill button on transaction pages and information fills in based on the last transaction for the entity you have chosen. The date and period information on any transaction remains current and all auto filled fields can be changed.

DEFAULT ISSUE EMAIL NOTIFICATION

Select one of the following options to be notified at your login email address when an issue you have submitted or edited changes or reaches a milestone: On Any Change - Receive an email every time the issue is edited. When Base Status is Open - Receive an email when the issue status is changed to one with a base status of Open. When Base Status is On Hold - Receive an email when the issue status is changed to one with a base status of On Hold. When Base Status is Resolved - Receive an email when the issue status is changed to one with a base status of Resolved. When Base Status is Closed - Receive an email when the issue status is changed to one with base status of Closed. This preference affects all roles. If you reset this preference in another role, it is reset for all roles

Search Sorting

Select the alphabetical order to use for results of searches that you run. Language Specific - the alphabetical order specific to your NetSuite language settings. English (U.S.) - the U.S. English alphabetical order. This preference does not affect searches run by other users in your account.

DEFAULT RICH TEXT EDITOR FONT

Select the default font for rich text editor fields. Rich text editor fields allow you to format information directly in the field without using HTML code.

DEFAULT RICH TEXT EDITOR FONT SIZE

Select the default font size for rich text editor fields. Rich text editor fields allow you to format information directly in the field without using HTML code.

DENSITY SETTING FOR INTERNET EXPLORER

Select the density of your NetSuite pages. This setting is for Internet Explorer 10 and higher. The options are: Normal - 100% zoom Higher Density - similar to 80% zoom Very High Density - similar to 67% zoom Other browsers, such as Chrome and Firefox, enable you to set the zoom independently for each website without a special NetSuite setting

FIRST DAY OF WEEK

Select the first day of the week

CSV COLUMN DELIMITER

Select the symbol to be used as a column separator in the CSV data you import. This option overrides the setting specified at the subsidiary level, which in turn takes precedence over the settings specified at the company level. COMMA, SEMICOLON, PIPE, SPACE, TABS

CSV DECIMAL DELIMITER

Select the symbol to be used as a decimal mark in the CSV data you import. This option overrides the setting specified at the subsidiary level, which in turn takes precedence over the settings specified at the company level. PERIOD COMMA

Landing Page

Select the tab that you want to be the first page displayed when you log into your NetSuite account. If you do not make a selection in this dropdown, your Home page is the initial landing page. The list of possible landing pages includes all standard tabs and custom tabs in your center. The page you select here is overridden if your account administrator sets the general company Landing Page preference to use a custom landing page created by a Suitelet.

TIME ZONE

Select the time zone where you work

Customize Font On Financial Reports

Select this option if you want to change the font on your financial reports. When this option is selected, financial reports are displayed using the Arial font, but you can specify a different font by editing a report in the Financial Report Builder.

Customer Credit Limit Handling

Select your preferred handling method for when a customer exceeds their allowed credit limit: Ignore - Select this method to allow sales orders and invoices to be entered without a warning for a customer that is at or above their credit limit. Warn Only - Select this method to generate a warning when a sales order or invoice is being entered that puts the customer at or above their credit limit. You can choose to enter or cancel the transaction once the warning has appeared. Enforce Holds - Select this method to block the entry of a sales order or invoice that puts the customer at or above their credit limit. This preference does not affect Opportunities, Estimates or Cash Sales. Note: To set this individual preference, an administrator must allow an override of the company setting.

DEFAULT BANK ACCOUNT

The account you choose here is accessible from your Home page using the Bank Balance snapshot. If you have trouble seeing the right account after clicking Save, click Update in the Snapshots box. If you do not choose an account here, the first account in the dropdown list will be your default register. To see the Bank Register report, go to Reports > Bank Register. You can see the registers of the other accounts by going to Lists > Accounts, and clicking the name of the account you want to view.

PREFER NATIVE SELECT FIELDS OVER NS DROPDOWNS IN INTERNET EXPLORER

This field is only for users of the Internet Explorer browser. Select this box to use native dropdown lists rendered by your Internet Explorer browser rather than dropdown lists rendered by the NetSuite User Interface. This may improve page performance, particularly on pages with many dropdown lists. Page performance varies due to the interaction of many factors, including: the type and complexity of the page whether the page has been customized the number and type of features enabled in an account If you continue to experience less-than-optimal page performance even with this option selected, please contact NetSuite Technical Support. PREFER NATIVE SELECT FIELDS IMPROVES PERFORMANCE PAGE PERFROMANCE SPECIFICALLY IN INTERNET EXPLORER

Report By Period

To determine which reports you want to report by period, select one of the following options: Financials Only - Select this option if you want specific financial reports reported by period. For a list of these financial reports, see Report by Period: Financials Only Reports in Help Center. All Reports - Select this option if you want all applicable reports reported by period. For a list of reports that properly execute by period and those that fail, see Report by Period: All Reports in Help Center. Never - Select this option if you do not want to exclude reports that can be run in both by date and by period mode. Note: If you select Financials Only or Never, you may encounter problems with data for KPI scorecards that use accounting periods. Note: In OneWorld accounts, if you post transactions with dates outside posting periods, best practice is to run all reports by period. Select All Reports.

SHOW PORTLET HINT

When the Show Portlet Hint option is enabled, users with slow-loading dashboard portlets see a popup notice when these portlets time out during dashboard loading. The notice suggests they minimize the slow-loading portlets to improve dashboard load time. If you do not want this popup to appear, uncheck the box, which is checked by default.

POPUP AUTO SUGGEST

When this option is enabled, NetSuite suggests matches for the text you enter in popup search windows, automatically as you type. You can select from the list of matching records to go directly to the record you need. This option is enabled by default. To disable it, clear the box.

GLOBAL SEARCH AUTO SUGGEST

When this option is enabled, NetSuite suggests matches for the text you enter in the Global Search field, automatically as you type. You can select from the list of suggested records to go directly to the record you need. This option is enabled by default. To disable it, clear the box. To enable it, check the box.

NUMBER OF ROWS IN LIST SEGMENTS

When you look at a long list in NetSuite, the list is divided into segments. Enter the maximum number of records you want in each segment. For example, if you have 200 customers and you would like to see them in groups of 25 per page, then set the segment size to 25. To see the next set of 25, select the next group from the dropdown list at the bottom of the page. You can alter this amount of higher or lower depending on your visual and scrolling preferences.

CHART BACKGROUND

You can choose the background to display behind data in dashboard charts: lines (the default), bands, or a grid.

Chart Theme

You can define a default appearance for all of the charts on your dashboard, by choosing from four chart themes that configure the look and colors of shapes representing chart data. Basic - provides limited color contrast (the default) Colorful - provides more color contrast Match Color Theme - Bold - harmonizes with your choices in the Colors section of the Preferences page, using bolder shades Match Color Theme - Light - harmonizes with your choices in the Colors section of the Preferences page, using lighter shades