Posts by Jennifer Field
How Do I Manage and Customize Roles in NetSuite?
How Do I Manage and Customize Roles in NetSuite? Roles are a foundational part of NetSuite. Roles are defined as a collection of configured permissions that dictate what data a NetSuite user can view, create, edit, and delete. Roles directly correlate to the overall data security of your NetSuite account. When first creating a NetSuite…
Read MoreHow do I Customize Pop-Up Dialogue Boxes in NetSuite?
How to Customize Pop-Up Dialogue Boxes in NetSuite Adding a pop-up dialog box to a SuiteScript client script is a simple and effective way to ensure important messages are seen and acknowledged by end users. Dialogs can be especially useful when you need to alert users during record validation, require them to acknowledge key information…
Read MoreHow do I create Child Custom Records in NetSuite?
Creating Child Custom Records in NetSuite There are many situations in NetSuite where you may want to create custom records that are directly related to other records, such as transactions, entities, items, or additional custom record types. These relationships are especially useful when you need to store multiple values tied to a parent record and…
Read MoreHow Do I Use NetSuite Employee Center to Access W-2/W-4 Tax Forms, View Pay Stubs, and Request PTO?
How Do I Use NetSuite Employee Center to Access W-2/W-4 Tax Forms, View Pay Stubs, and Request PTO? Employee self-service should make life easier, especially when you can quickly find exactly what you need. Whether you’re preparing for tax season, reviewing pay stubs and payroll history, or requesting time off, NetSuite Employee Center brings your…
Read MoreHow Do I Configure View Extract Settings and Assign Cube Views as TI Data Sources? – Part 3
Now that the view is built, this video shows how to finalize it for use in your TI process. Learn how to apply extract settings (Skip Zeros, Skip Calcs, Skip Rule Values), assign the view as the active data source, and even repurpose the logic to create Target Views for zeroing out data. A complete…
Read MoreHow Do I Automate Subset Creation for Cube Views in TI Processes? – Part 2
In this section, we dive into building dynamic subsets for each cube dimension, including how to insert only leaf-level elements, apply conditional logic (e.g., Actuals only, or 2025 months), and keep views flexible across Version, Period, Geography, Customer, Product and Measures. A must-watch if you want cleaner, more reusable TI logic.
Read MoreHow Do I Use Cube Views as Data Sources in Planning Analytics TI Processes? – Part 1
Learn why directly using saved cube views in TurboIntegrator (TI) processes can cause issues, and how to solve it with consistent control views. In this tutorial, Tyler King explains the risks of relying on ad-hoc views and shows a smarter way to standardize your data source setup. Perfect for Planning Analytics developers looking to improve…
Read MoreUsing the Logs in Board to Troubleshoot Load Errors
Using the Logs in Board to Troubleshoot Load Errors When data loads fail in Board, whether it’s an entity hierarchy or cube population, the logs are your best friend. The logs pinpoint where and why the process failed. 🧭 How to Access the logs The logs can be downloaded from the Cloud Administration Portal. Open…
Read MoreHow to Use the Data Reader Preview Function in Board
How to Use the Data Reader Preview Function in Board The Data Reader Preview is a powerful feature in Board that lets you inspect and validate your data files before executing a load. Whether you’re importing hierarchies, cube data, or metadata, previewing your file can help catch issues early saving you time and preventing downstream…
Read MoreAutomating Data Validations with Board Procedures
Automating Data Validations with Board Procedures Validating data manually before every load or report run can be time-consuming and error-prone. Board allows you to automate these checks using procedures, which can be designed to catch issues like missing values, duplicates, orphan nodes, and data mismatches before they cause problems downstream. Using Board procedures for validation…
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