1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. Planning and Budgeting Financials
  4. Planning and Budgeting Financials User Guide
  5. Setting User Preferences
  6. General Preferences

General Preferences

In the General tab, set preferences like your profile photo, time zone, language, which alias table to use, and more.

From the Home page, go to Tools > User Preferences. The General tab opens by default. On this tab, you can set the preferences listed in the following table. When you're done, click Save.

Field Name

Function

Profile

Time Zone

Select the time zone where you work.

Language

Select the language for your account.

Profile Image

To add a profile image, click Profile Image, and choose an image from your files.

Alias Setting

Alias Table

Select the alias table to use.

Display Member Label as

Choose how you want the member name or alias to appear:

  • Member Name

  • Alias

  • Member Name:Alias

  • Alias:Member Name

  • Default

    If you select Default, the form, grid, or dimension settings determine how member names display.

Use Administrator’s Settings

Check this to use the settings configured by the user with the Administrator role.

Approvals

Display Aliases

Check this box to show aliases.

Show Not Started Approval Units

Check this box if you want the approval units that have not started to show with those that have started.

Show Approval Units as Aliases in Approvals Notification

If you enabled Approvals in Notifications, check this box to show the approval units as aliases.

I am currently out of the office

Check this box if you'll be out of the office and want to set what happens on approval units when you are out. This setting keeps the budget review process moving when you're away.

In Action, select one of the following actions to take when you're away:

  • Promote – Promote the approval unit.

  • Reject – Reject the approval unit.

  • Submit – Submit the approval unit.

  • Delegate – Select this option to assign someone else your reviewing responsibilities review while you're away.

    In the Message box, you can add a message for the reviewer.

Note:

When you're back in the office, clear your "out of office" setting.

For more information about approvals, see the help topic Getting Plans Approved in the Oracle Help Center.

Use Administrator’s Settings

Check this box to use the settings configured by the Administrator.

General Notices