NetSuite Next Profile Menu for Roles and Companies
Switch roles and companies through the NetSuite Next profile menu, find preferences and support, and understand single-role and multi-role visibility.
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NetSuite Articles
Deep-dive articles on NetSuite features — generated from official Oracle documentation and enriched with real-world context, best practices, and developer insights.
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314 articles — page 1 of 13
NetSuite Next Switching Guide: Access and Exit Options
Learn the account and role prerequisites for entering NetSuite Next, where to exit, and what remains unchanged when switching experiences.
NetSuite Next Readiness Checklist for Ask Oracle
Prepare for Ask Oracle with clearer prompts, customization reviews, and AI descriptions, plus checks of data, access, and navigation.
SuiteFlow Workflow Initiation Trigger Timing in NetSuite
For create or update workflows, Trigger Type determines when SuiteFlow starts during record loading or submission, including the broad - All - option.
NetSuite EPM Connector Setup and Release Context
Review documented EPM Connector setup requirements, supported tasks, and release-note changes through version 26.1.1.
Inventory Segmentation per Location in NetSuite
Configure the preference that changes the unit of analysis for Inventory Optimization segmentation.
Japan Tax Deductible Field Setup for NetSuite
Configure 100%, 80%, or 50% deductible purchase tax on Japan tax codes, supported transactions, CSV imports, and tax reporting.
Yodlee Format Profile for New NetSuite Accounts
New customers may need to create the Yodlee profile for U.S. and Canadian bank feeds when available preinstalled profiles do not support their institution.
NetSuite Next: Readiness, Preview, and Ask Oracle
Eligible administrators can request a NetSuite Next preview, set up Ask Oracle, and prepare data, roles, customizations, and navigation.
FSM Mobile 2026.07.1 Changes for Early Access
FSM Mobile 2026.07.1 adds status feedback, permissions, automatic mapping, expression helpers, localization, and UX fixes.
NetSuite Billing Accounts for Recurring Invoices
Create recurring and off-cycle subscription invoices with billing accounts, including billing-date updates and invoice deletion effects.
NetSuite Billing Account Schedule Dates and Cycles
Fixed and anniversary billing schedules, date adjustment rules, and how permitted users change future bill-cycle dates.
NetSuite AI Connector Companion SuiteApp Guide
Use Companion SuiteApp prompt samples with MCP Standard Tools, from installation and selection through customization, execution, and reuse.
Inventory Optimization Results Dataset Setup Guide
Configure NetSuite’s standard dataset with documented prerequisites, permissions, joins, fields, filters, calculation timing, and customization.
Configure the Inventory Optimization Results Workbook
Configure and customize the Inventory Optimization Results Workbook, including prerequisites, role permissions, stored results, and standard-view limits.
Supply Planning Workbench: Views, Actions, and Limits
Use the Supply Planning Workbench to review supply and demand results, filter planning data, and process planned-order suggestions.
NetSuite Work Order Preferences for MPS and MRP
Set MPS and MRP work order creation timing and initial status in Manufacturing Preferences. NetSuite uses two Manufacturing Preferences to control when work
NetSuite AI Units: Usage, Pools, and Monitoring
How NetSuite AI Units are provisioned, consumed, monitored, and extended across production, sandbox, and development accounts.
NetSuite Intercompany Cross Charges Setup Guide
Generate approved, read-only cross charges during a period or at close after configuring Intercompany Framework preferences.
NetSuite Password Expiration Settings and PCI Rules
Set Password Expiration in Days, prompt employee password changes at next login, and apply PCI rules for unencrypted-data access.
NetSuite Minimum Password Length and PCI Rules
Set NetSuite password length within policy limits, understand Customer Center treatment, and apply PCI rules for sensitive permissions.
NetSuite Password Policy Settings and PCI Rules
Configure NetSuite password policies, minimum length, expiration, PCI exceptions, and separate Customer Center password handling.
NetSuite Auto-Generated Numbering Settings Guide
Configure NetSuite auto-generated numbers, including prefixes, digit length, overrides, existing records, history, and setup prerequisites.
NetSuite Auto-Generated Numbering Setup Guide
Configure NetSuite auto-generated numbers, prefixes, digit length, overrides, parent groups, and transaction number resets.
NetSuite IFRS 18 Income Statement Report Layout
Configure NetSuite’s IFRS18 Standard Income Statement Layout with filters for five presentation sections and optional Gross Profit.