Setting General Account Preferences
Users with the Administrator role can set up general preferences for the account.
To set up general preferences:
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Go to Setup > Company > General Preferences.
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Fill in the fields and click Save when you're done.
Any changes you make to general preferences are saved in system notes. For more information, see Searching System Notes.
General Preferences
|
Preference |
Setting |
|---|---|
|
Date Format |
Select the format for abbreviated dates. By default, users can override this preference at Home > Set Preferences. If you don't want that, clear the Allow Overrides box on the Overriding Preferences subtab. For more information, see Formatting Dates, Numbers, Phone Numbers, and Time. |
|
Long Date Format |
Select the format for formal dates. By default, users can override this preference at Home > Set Preferences. If you don't want that, clear the Allow Overrides box on the Overriding Preferences subtab. For more information, see Formatting Dates, Numbers, Phone Numbers, and Time. |
|
Time Format |
Select the format for time entries to display online and in printed forms. By default, users can override this preference at Home > Set Preferences. If you don't want that, clear the Allow Overrides box on the Overriding Preferences subtab. For more information, see Formatting Dates, Numbers, Phone Numbers, and Time. |
|
Number Format |
Select the format to display numbers entered on transaction forms and entity forms online. Users can override this preference at Home > Set Preferences. For more information, see Formatting Dates, Numbers, Phone Numbers, and Time. |
|
Negative Number Format |
Select the format to display negative numbers entered on transaction forms and entity forms online. User can override this preference at Home > Set Preferences. For more information, see Formatting Dates, Numbers, Phone Numbers, and Time. |
|
Phone Number Format |
Select a default phone number format. When users enter phone numbers, they automatically change to this format. The format that you specify here is used on all online forms. By default, users can override this preference at Home > Set Preferences. If you don't want that, clear the Allow Overrides box on the Overriding Preferences subtab. For more information, see Formatting Dates, Numbers, Phone Numbers, and Time. |
|
Use Phone Numbers Without the +1 International Country Calling Code |
Check this box to display phone numbers without the +1 area code. This option can be selected for the purposes of improved backward compatibility. |
|
First Day of Week |
Select the day to begin each calendar week.
Note:
If you use Weekly Timesheets, changing the first day affects only new timesheets. Existing timesheets won't change, so you may see shorter timesheets to fit the new setting.
Note:
Some NetSuite reports always use Sunday as the first day of the week, no matter what you select for this preference. |
|
Search Sorting |
Select the alphabetical order to use when displaying search results. Select Language Specific to use the alphabetical order specific to your NetSuite language settings. Select English (U.S.) to use the U.S. English alphabetical order. By default, users can override this preference at Home > Set Preferences. If you don't want that, clear the Allow Override box on the Overriding Preferences subtab. |
|
Add Primary Contact to Bill To Address |
Check this box to add the primary contact for each entity to its Bill To address. |
|
Use Last Name First for Employees |
Check this box to list employees by last name first for tax and payroll purposes. |
|
Use Last Name First for Entities |
Check this box to list all entities (including contacts, customers, partners, and vendors) by last name first for tax and payroll purposes.
Note:
This preference applies only to new individual entity records. You'll need to do a mass update for existing records. |
|
Pre-Populate Contact Address |
Check this box to automatically fill address fields with customer addresses for contacts created from a customer record. |
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Show Employees as Contacts |
Check this box to create a contact record for each employee record.
Warning:
If you check this box, users with access to contact records can see changes to employee records in the audit trail. |
|
Show Display Name with Item Codes |
Check this box to display both item name and display code when an item is selected on transactions and records. |
|
Password Policy |
NetSuite has three built-in password policies for password validation. These policies set the requirements for password length and content:
Note:
The password policy sets the minimum for the Minimum Password Length field. It doesn't affect the Password Expiration in Days value. All NetSuite accounts use the Strong policy by default. For more information, see NetSuite Password Requirements. |
|
Minimum Password Length |
Minimum Password Length is the minimum number of characters required for user passwords. The default for this field is set by the password policy. Since the default policy is Strong, the default length is 10 characters. You can make the minimum password length value longer than the minimum required by the policy, but you can't make it shorter. If anyone in your account has the View Unencrypted Credit Cards permission, you must use the Strong policy and can't change it.
Note:
Users with the View Unencrypted Credit Cards permission have a special 12 character Minimum Password Length requirement. Passwords for new users logging in with the Customer Center role, and for website shoppers, require at least 6 characters. Existing users weren't affected by this change. For more information, see NetSuite Password Requirements. |
|
Password Expiration in Days |
Enter the number of days that users can log in to NetSuite before they're prompted to change their password.
Note:
As of 2015, valid values are 1-365. Values entered before 2015 aren't affected by this limit. However, if you change anything on the General Preferences page, only values in this range are accepted. For new accounts, the default is 180 days. Days are counted from when each user last changed their password, not when the company preference changed. Users can see the dates of the previous password change and current password expiration in the My login audit portal.
Important:
Set a value for Password Expiration in Days to make sure the Password Policy applies to existing users.
Note:
The Password Expiration in Days value doesn't apply to Customer Center users’ passwords. For more information, see NetSuite Password Requirements. |
|
User Registration Link Expiration In Hours |
Number of hours before the URL for new user access expires. The default is 24 hours, and you can set it from one (1) hour to 72 hours. The default value, 24 hours, is hard-coded in the in the following standard user access email templates:
If you change the default value in General Preferences, be sure to update the value in the user access email templates. |
|
Idle Session Timeout In Minutes |
Number of minutes that a NetSuite user's browser session can be idle before it locks. The default is 180 minutes (3 hours). You can set this from 15 minutes to 720 minutes (12 hours). |
|
Internal Web Site |
Select the site from which you want to publish tabs to the internal centers. |
|
Allow Free-Form States in Addresses |
Check this box to let users enter free-form text in State/Province fields.
Note:
If you enable this preference, you must enter the two-letter abbreviation for the state or province for the system to find the right transaction nexus. If you use the full name of the state or province, the system won't be able to determine the correct transaction nexus. This preference affects the State/Province field on entity records, location records and transactions. It also affects the search fields on entity, location, and transaction searches. This preference doesn't affect Web store address entries or UPS and FedEx shipping. UPS and FedEx use only zip code and country to determine shipping rates. |
|
Use State Abbreviations in Addresses |
Check this box to use the standard state abbreviations in address fields and labels. If you clear this box, the full state name is used. |
|
Company Logo Folder |
Select the File Cabinet folder where your company (and for OneWorld accounts, subsidiary) logo is or will be stored. This selection determines which files are listed in Company Logo (Forms) and Company Logo (Pages) on the General Preferences page at Setup > Company > General Preferences. In OneWorld accounts, these files are also listed in Subsidiary Logo (Forms) on the Subsidiary page at Setup > Company > Subsidiaries > Subsidiary. The logo selected on the Setup Company Information page is used for the main subsidiary. Logos for other subsidiaries can be set on each Subsidiary page. |
|
Customer Center Login Page |
If you have a custom login page for users with Customer Center roles, select the HTML file for the page here. For more information, see Creating Custom Pages for Login to Your NetSuite Account. |
|
Default Role for New Customers |
Select the default role assigned to customers who get NetSuite access. This role displays on the Access tab when you edit customer records. |
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Customer Center Welcome Message |
Enter the message to display to Customer Center users. When a customer logs in, this message is followed by their name. If no one is logged in, it says “Guest”. |
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Show Help Link in Customer Center |
Clear this box to hide the online help link from Customer Center users. By default, this box is checked and the help link is visible. This preference doesn't affect any other centers. |
|
Horizontal Labels |
Check this box to display labels to the left of fields on record pages. By default labels are above fields. |
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Enable Redwood Theme |
Check this box to enable the Redwood Experience theme, which gives NetSuite a different look and feel, including different colors, icons, and fonts. |
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Delay Loading of Sublists |
Check this box to delay loading subtab information until the user clicks them. Enabling this preference can make pages load faster. By default, users can override this preference at Home > Set Preferences. If you don't want that, clear the Allow Override box on the Overriding Preferences subtab. |
|
Screen Font |
By default, the font is Open Sans. Select the default font for text displayed on online pages. By default, users can override this preference on the Appearance subtab at Home > Set Preferences. If you don't want that, clear the Allow Overrides box for on the Overriding Preferences subtab. |
|
Landing Page |
Select a tab created by a custom Suitelet deployment to be the first page users see when they log in. This overrides any user-defined landing page preference for a standard or custom center tab on the Set Preferences page. If neither this preference nor the user landing page preference are set, users see their Home page first. The list of available landing pages includes all deployed Suitelets by their deployment IDs. Suitelets without at least one deployment aren't listed. This preference is for when you want to show an account setup assistant at first login for account setup and configuration. |
|
Number of Rows in List Segments |
When users view a long list in NetSuite, it's split into segments. Enter the maximum number of records per segment. For example, if you have 200 customers and you want to show 25 per page, then set the segment size to 25. Users can click Next or Previous to move through the list. By default, users can override this preference at Home > Set Preferences. If you don't want that, clear the Allow Override box for on the Overriding Preferences subtab. |
|
Maximum Entries in Dropdowns |
Enter the maximum number of records to show in lists. If a list reaches this limit, it will pop up in its own window. The highest number you can enter is 500. If you always want lists to pop up, set the maximum to zero. If you want them to stay as lists, set it to 500. By default, users can override this preference at Home > Set Preferences. If you don't want that, clear the Allow Override box for on the Overriding Preferences subtab.
Note:
The Case/Task/Event field for time transactions is a list only if the total number of company-wide case, task, and event records is under 5000 and under your set limit. Roles that can enter time transactions for other employees will always see a pop up. |
|
Log System Notes on Update Only |
This preference stops NetSuite from logging system notes when records are created. When this preference is set, system notes are generated only when records are updated. Creation notes aren't needed because data is available in the new record.
Note:
When this preference is set, only essential data about how the record was created is logged in system notes. This preference was added in 2012.2. By default, it's enabled in all accounts from that release or later, and disabled in older accounts. You should enable this option in all accounts to save storage and improve performance. Before you enable this option, review any saved searches that use system notes fields because they may use data from record creation system notes. You can either update the searches or leave this option disabled. For custom transaction body fields, if the Log System Notes on Update Only isn't set and you have View access to a field, the default value of your custom transaction body field shows in system notes fields when you create a transaction search. For more information, see Searching System Notes. |
|
Show Quick Add Row on Lists |
Check this box to allow quick add on direct editable lists with only basic information. Users can turn this preference off on individual lists. By default, users can override this preference at Home > Set Preferences. If you don't want that, clear the Allow Override box for on the Overriding Preferences subtab. |
|
Show List When Only One Result |
Check this box to show search results as a list even if there's only one record. By default, NetSuite opens the record.
Note:
When this preference is enabled, NetSuite won't automatically select a single result from the suggestion list. By default, users can override this preference at Home > Set Preferences. If you don't want this, clear the Allow Override box on the Overriding Preferences subtab. |
|
Default Customer Type |
Choose whether new customers are set as individuals or companies by default. For companies, company names are used. For individuals, first and last names are used. |
|
Default Lead Type |
Choose whether new Leads are set as individuals or companies by default. For companies, company names are used. For individuals, first and last names are used. |
|
Default Vendor Type |
Choose whether new vendors are set as individuals or companies by default. For companies, company names are used. For individuals, first and last names are used. |
|
Default Partner Type |
Choose whether new partners are set as individuals or companies by default. For companies, company names are used. For individuals, first and last names are used. |
|
Auto Name Customers |
Check this box to have the Auto box on customer records checked by default, so the customer ID is copied from the customer name. When the Auto box isn't checked, users can enter the ID instead of copying it from the name. |
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Auto Inactivate Contacts with Customers |
When a customer is made inactivate, automatically inactive their contacts. |
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Show Individuals as Contacts |
Check this box to create a contact record for every individual-type customer record. |
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Hide Attachment Folders |
Check this box if you want the default attachment folders to show in the File Cabinet only for administrators. All roles can still access files attached to records. The following folders are affected:
For more information, read Hiding Attachment Folders. |
|
Hide File Cabinet Hierarchical Info |
Check this box to turn off the calculation and display of folder sizes in the File Cabinet. Checking this box can improve performance. |
|
Assign Tasks to Partners |
Check this box to let you assign tasks to partners.
Note:
Before a task can be assigned to a partner, make sure the Assign Tasks box on the partner record is checked. |
|
Email Employee on Approvals |
Check this box to automatically send email messages to employees when their supervisors approve purchase requests, expense reports, and time transactions. |
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Maintenance Complete Email Notification |
Check this box to automatically send email messages to all active account administrators when scheduled account maintenance is completed. |
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Show Reports in Grid |
Check this box to display reports in a grid format by default. By default, users can override this preference at Home > Set Preferences. If you don't want this, clear the Allow Overrides box on the Overriding Preferences subtab. |
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Collapse VSOE Column by Default on Sales Transactions |
Check this box to collapse the VSOE column for sales transactions such as sales orders, invoices, and cash sales. |
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Time Selectors Use Fiscal Calendars Based on First Month |
When this box is checked, date range selectors for fiscal elements (for example, this fiscal year) use the First Fiscal Month setting in Setup > Company > Company Information. When this box is not checked, time selectors use the custom Fiscal Calendar for accounting years, quarters, and periods. For example, a company has a custom Fiscal Calendar for 2014 aligned with business weeks. The calendar starts on the first Monday of March, which falls on March 3, 2014 and ends on March 1, 2015. The First Fiscal Month is set to March. If the Time Selectors Use Calendars Based on First Month box is checked, the this fiscal year selector returns a date range from March 1, 2014 to February 28, 2015. If the box is not checked, this selector returns a date range of March 3, 2014 to March 1, 2015. |
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Web Site Hosting Files Always Available |
This box is checked by default. It controls how files in the Web Site Hosting Files Folder are available online. This is a global setting that can override the Available Without Login setting on individual file records.
For more information, see Making Web Site Hosting Files Always Available. |
|
SuiteBundle Files Always Available |
This box is checked by default. It affects how files in the SuiteBundles folder are available online. This is a global setting that can override the Available Without Login setting on individual file records.
For more information, see Making Web Site Hosting Files Always Available. |
|
Show Transaction Numbering Setup |
Check this box to display the Transaction Numbers subtab at Setup > Company > Auto-Generated Numbers. Auto-generated numbers for transaction records are internal numbers that cannot be overwritten. These are unique, gapless numbers that are generated when transaction records are created. This box also affects Global search results. When checked, searching for a number returns both document number and transaction number. When cleared, if searches only document numbers. To set up internal transaction numbers, this box must be checked. By default, it's not checked. For more information about transaction numbers, see Auto-Generated Transaction Numbers. For details about auto-generated numbering, see Set Auto-Generated Numbers. |
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Create Automatic Memorized Transactions as –System- |
Check this box to list the user who created a memorized transaction as –System- when NetSuite creates it. Clear this box to list the last user who edited the memorized transaction definition when NetSuite creates it.
Note:
The last user to update the memorized transaction definition is shown in the memorized transaction definition. This box isn't checked by default on new accounts.
Note:
When set, this preference doesn't support server-side scripting. If you want to use server-side scripting and SuiteFlow on transactions, clear this box. Changes to this preference take effect when you create or edit and save a memorized transaction definition For more information about memorized transactions and definitions, see Memorized Transactions. |
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Show Product Recommendations |
Users can see suggestions for NetSuite features directly in the product, at the top of the page. Product messages are enabled by default. Users can disable the messages by checking the Don't show again box in the message. |
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Web Site Duplicate Email Management |
Choose if you want to enable website duplicate email detection. Website Duplicate Email Detection prevents web store shoppers from creating duplicate customer accounts on your website. For details, see Detect Duplicate Customer Email. |
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Asynchronous Project Plan Recalculation |
Check this box to let your project plans to recalculate in the background when time is tracked against that project. When project plans recalculate in the background, you can still use NetSuite and your project plans.
Note:
Because recalculations are asynchronous, project plan data may be out of date until the recalculations are done. When the recalculation is done, you'll see the updated project plan the next time you open it. If the recalculation fails, you'll see a warning at the top of the project when you open it. |
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Show Project in New UI |
Check this box if you want Project Management to show in the new user interface from NetSuite 2021.1. The new UI includes the following enhancements:
Clear this box to go back to the original UI.
Note:
This preference may not be compatible with some customizations and scripts. Test the behavior of the UI to ensure it doesn't affect your scripts and integrations. When this preference is enabled and you're editing a record in the new UI, you can't use SuiteScript 1.0 code in the developer console of your browser to load records or access detailed record information. If you want to use this approach (for example, for debugging purposes), use SuiteScript 2.1 code instead. |
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Allow Subsidiary Hierarchy To Be Modified [Max: 30 Days] |
Set how long authorized users can modify the subsidiary hierarchy. The maximum is 30 days. |
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Do not Display Customer Satisfaction Surveys |
Check this box to opt your organization out of in-page satisfaction surveys. |
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Enable NetSuite Guided Learning |
Check this box to enable the NetSuite Guided Learning tool for everyone who uses the account. The NetSuite Guided Learning tool provides people with interactive step-by-step instructions to help them complete tasks within NetSuite. |
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Set NetSuite Guided Learning Application ID |
Do not change this field because it is for Oracle use only and specifies the instance of the NetSuite Guided Learning that appears in your account. If you change this field, NetSuite Guided Learning may stop working correctly. |
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Set NetSuite Guided Learning Environment |
Do not change this field because it is for Oracle use only and specifies the environment where NetSuite Guided Learning is running. If you change this field, NetSuite Guided Learning may stop working correctly. |
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Execute SuiteScript 2.x Server Scripts As |
Select the version of SuiteScript to use for SuiteScript 2.x scripts. Use this preference to run all SuiteScript 2.x scripts as SuiteScript 2.1 scripts without changing the version specified in the script file. Use this preference to test your existing SuiteScript 2.x scripts and make sure they work as expected with SuiteScript 2.1. This preference applies to all scripts with an For more information, see SuiteScript 2.1. |
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Enable Legacy Subsidiary Restrictions (OneWorld Only) |
Check this box to revert the role behavior of active and inactive subsidiaries to the 2018.2 state. Only users with the Administrator role or the Set Up Company permission can check this box.
Note:
The Enable Legacy Subsidiary Restrictions is a temporary preference that will be removed in a future release. Only use it as a temporary solution. For more information, see Customizing or Creating NetSuite Roles. |
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Preferred Subcustomer Form |
Select the default form to use for new subcustomers. |