Count

Has More Results

Links

Query Offset

Total Results

Returns the account number and name, as it appears in searches. The returned name is a link to the account record.

Display Name

Enter up to 31 characters for an account name that will appear on all reports. If you want to use GL account numbers and do not see a Number field above the Name field, go to Setup > Accounting > Preferences > Accounting Preferences, and check the Use Account Numbers box. Save the preference, and return to this page.

Name

Internal identifier

Reference Name

Balance

External identifier

Enter a number to reset the default check number that appears on transactions such as checks and bill payments. By default, this field shows the highest check number in the account plus one. The number you enter in the Next Check Number field of the account record determines the number that appears in the Check Number field on transactions linked to that account.

Next Check Number

Description

Returns the display name of the account in order of hierarchy. Accounts are returned grouped. If you have three statistical accounts, 1002 Conference Room Square Footage appears before 1003 Collaboration Space Square Footage. And that account appears before 1004 Development Staff.

Display Name (with hierarchy)

Check this box to make this account an intercompany account. Intercompany accounts are used to record transactions between subsidiaries. You can post both intercompany transactions and non-intercompany transactions to most intercompany accounts. Intercompany Accounts Receivable and Intercompany Accounts Payable, however, can be used only for recording amounts that are candidates for eliminations. For details, see the help topic Intercompany Accounts.

Eliminate Intercompany Transactions

Returns the account's external ID, if one is assigned.

External ID

Internal ID

Check the Include Children box to share the account with all the sub-subsidiaries associated with each subsidiary selected in the Subsidiary field.

Include Children

If this will be an Other Current Asset account and you want the balance of this account included in the total balance of the Inventory KPI, select the Inventory box.

Inventory

Check this box to inactivate this account. Inactive accounts do not show in lists on transactions and records.

Inactive

Check this box to make this account record solely for reporting purposes. Summary accounts are useful when you want to create a non-posting, inactive parent account that has active child accounts. If you do not have a OneWorld account, new summary accounts cannot have an opening balance, but you can convert an existing account with a transaction balance into a summary account. In this case, you cannot post additional transactions to the account. Summary accounts appear with their children in the chart of accounts list. You cannot merge a summary account into another account.

Summary

Returns the date on which the account record was last modified.

Last Modified Date

Enter an opening balance for this account.

Opening Balance

Check this box if you want to use the Match Bank Data and Reconcile Account Statement pages for this account. The original reconciliation pages are no longer supported but are still available. To use the original pages, clear the box.

Use Match Bank Data and Reconcile Account Statement Pages

Check this box to select this account for open balance currency revaluation.

Revalue Open Balance for Foreign Currency Transactions

Enter the date of the opening balance of this account.

Date

This field displays the base unit assigned to the Unit Type. The default unit cannot be changed.

Default Unit

Accounts

<p>Enter an alternate email address for this contact. If you use the Capture Email Replies, email sent with the alternate email address are automatically attached to the contact record.

Alt. Email

Enter the phone number for this contact's assistant. This number appears only on this record.

Assist. Phone

Enter any other information you want to note about this contact. These notes appears only on this record. You can enter up to 999 characters of text.

Comments

In this field, NetSuite automatically records the date you created this record.

Date Created

Enter the contact's e-mail address. If you enter an e-mail address, you can e-mail this contact directly from the Contacts list. Also, If you invite this contact to an event, the contact receives e-mail with the event details.

Email

NetSuite automatically completes this field as you enter first, middle, and last names below. This is how the contact's name appears in all lists.

Entity ID

Enter a fax number for this record. You should enter the fax number exactly as it must be dialed. If a '1' is required to fax to this number, be sure to include it at the beginning of the number. The number you enter automatically appears in the To Be Faxed field of transactions when you select this customer. To fax NetSuite forms, an administrator must first set up fax service at Setup > Set Up Printing, Fax and E-mail > Fax.

Enter the contact's name. What you enter here automatically appears first in the Contact field. This field is required for the Online Bill Pay feature.

First Name

Enter the contact's home phone number. This number appears only on this record.

Home Phone

The internal ID for this record is shown here. If you do not want to show internal IDs, clear the Show Internal IDs box at Home > Set Preferences.

When you check this box, this contact no longer appears on the Contacts list unless you check the Show Inactives box at the bottom of the page. Also, you can no longer select this contact from lists on transactions, company records, task records or events records.

Contact is Inactive

Check this box if this is a private contact. Private contacts can only be viewed by the person that entered the contact record. They are also excluded from the Duplicate Detection process.

Private

Enter the contact's last name. What you enter here automatically appears last in the Contact field. This field is required for the Online Bill Pay feature.

Last Name

Enter the contact's middle name or initial. This field is optional. What you enter here automatically appears second in the Contact field.

Middle Name

Enter the contact's mobile or cell phone number. This number appears only on this record.

Mobile Phone

Enter the contact's work phone number. This number appears only on this record.

Office Phone

Enter the phone number you primarily use to reach this contact. This number appears in the Contacts list and in the Contact section of company records. This field is required for the Online Bill Pay feature.

Main Phone

Enter the contact's salutation. Examples are Mr., Mrs., Ms. and Miss.

Mr./Ms...

Enter the phone number for this contact's supervisor.

Sup. Phone

Enter this contact's title at his or her company. On the record for this contact's company, in the Contacts section, this title appears next to the contacts name.

Job Title

Contacts

Currencies

If you assign accounts to your customers, enter an account number for this customer here.

Account

The overdue A/R balance is shown here with the balance totals for each aging period.

Current

1-30 Days

31-60 Days

61-90 Days

Over 90 Days

Enter an alternate email address for this customer. If you use the Capture Email Replies, email sent with the alternate email address are automatically attached to the customer record.

If applicable, enter an alternate phone number for this record.

Alt. Phone

Clear this box to manually enter a name for this record. If you leave this box marked, NetSuite assigns a name or number for this record based on your settings at Setup > Set Up Auto-Generated Numbers.

Auto

The customer's current accounts receivable balance due appears here. If you use the Multiple Currencies feature, the amount in this field is shown in the customer's currency.

Enter any other information you wish to track for this customer.

Enter the legal name of the customer. If you use Auto-Generated Numbering, it is important that you enter the customer's name here, as the Customer Name field fills with the number or code for this record.

Company Name

Enter a credit limit to define the maximum currency amount the customer is allowed to accrue in outstanding receivables. When you meet or exceed this customer's limit while you are entering transactions, NetSuite can warn you or block the transaction. To set preferences for credit limit handling, an administrator must go to Setup > Accounting > Accounting Preferences > General > Customer Credit Limit Handling. For more information, click Help at the top of the page and search for Customer Credit Limits and Holds.

Credit Limit

The number of days overdue this balance is overdue is shown here.

Days

This field automatically shows the default billing address that you enter and add using the Address subtab.

Default Address

Enter a number to designate the priority for this customer.

Default Order Priority

Returns the customer's default shipping address, if one is entered on the customer record.

Default Shipping Address

The Customer Deposit Balance field displays the total amount of unapplied deposits for the customer. Deposits are recorded in the general ledger, as a liability, when the customer makes an advance payment before delivery of goods or services. A deposit balance exists until the goods or services are delivered. Deposits do not affect the customer's accounts receivable balance. If you use the Multiple Currencies feature, the amount in this field is shown in the customer's currency.

Deposit Balance

Enter a currency symbol and text to use for this currency. Include spaces if you want to separate the symbol from the currency value. For example, $ USD or $CAD. Use the Symbol Placement field to select where the symbol appears.

Currency Symbol

Enter your customer's email address. If you allow your customers to access their accounts online, this becomes part of their access codes.

 Email

Set a preferred transaction delivery method for this customer. Choose to send transactions by regular mail, by email, by fax, or by a combination of the three. Then, when you select the customer on a transaction, their preferred delivery method is marked by default. * Email – Check this box to check the To Be Emailed box by default on transactions when this customer is selected. * Print – Check this box to check the To Be Printed box by default on transactions when this customer is selected. * Fax – Check this box to check the To Be Faxed box by default on transactions when this customer is selected. Once you enter these settings on the customer record, these boxes are checked by default for transactions created from the customer record or for transactions that are copied or converted. Note: These settings override any customized settings on transaction forms you use. There are also preferences to set default values for new customer records at Setup > Company > Preferences > Printing, Fax,& Email Preferences. On the Print subtab, Fax subtab, or Email subtab, check Customers Default to [Print/Fax/Email] Transactions. You can also set these fields using the Mass Update function. Go to Lists > Mass Updates > Mass Updates > General and click Customer.

Email Transactions

If you have a contract with this customer, enter the end date here. If you are entering a job record, enter the projected end date of the job here.

End Date

Enter the name of this customer, prospect or lead the way it should appear in all lists and on the Pay to the Order of line of checks. If you use Auto-Generated Numbering, the customer number or code fills here. Enter the customer name in the Company Name field.

Enter the estimated budget the prospect or customer has for this opportunity.

Estimated Budget

Returns the customer's external ID, if one is assigned.

Fax Transactions

Returns the date of the first order from the customer.

First Sales Order Date

Returns the date of the first sale to the customer.

First Sale Date

Check this box to give your customer access to NetSuite. The Customer Center role gives a customer access to view estimates, orders, invoices and payments.

Login Access

Enter a home phone number for this person.

Check this box if the customer's budget has been approved.

Budget Approved

When you check this box, this customer will no longer appear on customer, prospect or lead list unless you check the Show Inactives box at the bottom of the list page. This customer's name will also no longer appear in other dropdown lists containing customers, and the customer will no longer have access to NetSuite or be able to sign into your Web store.

Choose the type of customer record you are creating by selecting Company or Individual in the Type field. This selection determines which fields and subtabs are used on this record.

Is Individual

Returns the date on which the customer record was last modified.

Returns the date of the last order from the customer.

Last Sales Order Date

Returns the date of the last sale to the customer.

Last Sales Date

Returns the customer's middle name or initial, if one is entered on the customer record.

Enter a mobile or cell phone number for this person.

Enter the opening balance of this customer's account.

Enter the date of the balance entered in the Opening Balance field.

Opening Balance Date

The Overdue field shows the total amount owed for open transactions that are past their due date based on the invoice terms. Note: For open transactions that do not have a due date, the transaction date is used as the due date to calculate this total. If you use the Multiple Currencies feature, the amount in this field is shown in the customer's currency.

Overdue

Check this box to customize the currency format.

Override Currency Format

Assign a password to give this customer access to NetSuite. The Password Criteria fields will ensure that you create a password that meets the password policy in effect in your account. You will need to tell the user the password you assign. For more information, see the help topic NetSuite Password Requirements.

Password

Reenter the password in this field to verify that you entered the same password twice.

Confirm Password

Enter a phone number for your customer. It will appear on the Customer List report.

Phone

What you enter here prints on the Pay to the Order of line of a check instead of what you entered in the Customer field.

Print on Check As

Print Transactions

Enter how many days before the end date you want to be reminded that this customer's contract or job service needs renewing. You can set the reminder to appear in the Reminders portlet on your Home, Lists and Transactions pages by clicking Customize Page on each page. On the Layout tab, click the Right Side Content subtab, and check the Reminders box. Then click the Reminders subtab, and check the Customers to Review box. Click Save.

Reminder Days

If you do not collect sales tax from this customer because your merchandise will be resold, enter your customer's valid tax license number here. Make sure that you also set the Not Taxable tax code for this customer.

Resale Number

Enter the title of this person, such as Mr., Mrs., Ms., Dr., Rev., etc.

Returns the stage of the customer record, such as Customer or Lead.

Stage

Check this box to automatically send an email notifying this customer that you have them access to NetSuite. The standard NetSuite email message also contains a link to let the user create a password. If you do not check this box, you must check the Manually Assign or Change Password box. You must create the password, and tell the user the password, and when and how to log in. For security reasons, do not send the password by email.

Send New Access Notification Email

Check this box if you only want to ship orders to this customer when they are completely fulfilled.

Ship Complete

Enter the date this person or company became a customer, lead or prospect. If this person or company has a contract with you, enter the start date of the contract. If you enter an estimate or an opportunity for this customer, this field will be updated with the date of that transaction.

Start Date

Enter this customer's FedEx® or UPS® account number in the 3rd Party Billing Account Number field. This account number is used if you select Consignee Billing on item fulfillments using UPS or select Bill Recipient on item fulfillments using FedEx.

3rd Party Billing Account Number

Enter the zip code associated with the customer's UPS or FedEx account number.

3rd Party Billing Zip

Enter the job title for this person's position at his or her company.

This field displays the total amount of orders that have been entered but not yet billed. If you have enabled the preference Customer Credit Limit Includes Orders, then this total is included in credit limit calculations. Set this preference at Setup > Accounting > Preferences > Accounting Preferences > General. If you use the Multiple Currencies feature, the amount in this field is shown in the customer's currency.

Unbilled Orders

Enter the URL associated with this customer.

Customers

Departments

Employees

The handling cost automatically calculates depending on the shipping method you select in the Ship Via field. To change the cost of handling, go to Lists &gt; Shipping Items and select the shipping method with the handling cost you want to change.

Handling Cost

The alternate sales amount total is shown here.

Alt. Sales Total

The shipping cost automatically calculates depending on the shipping method you select in the Ship Via field above. To change the cost of a shipping method, go to Lists &gt; Accounting &gt; Shipping Items and select the shipping method you want to change. If you use UPS Real-Time rates, shipments over 150lbs are broken up into shipments less than or equal to 150lbs for charging.

Shipping Cost

Billing Address Line 1

Billing Address Line 2

Billing Address Line 3

The default billing address autofills this field from the customer&apos;s record at Lists &gt; Relationships &gt; Customers. To enter a different address: * Select another address in the Bill To Select field. * Select New in the Bill To Select field to enter a new billing address.

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