Personal Preferences for Transactions

In the Transactions subtub, you can set preferences such as auto fill transactions, transaction warnings, printing, transaction email attachment, and other.

Go to Home > Set Preferences and click the Transactions subtab to set any of the preferences in the following table.

The following fields are available, based on the features in your NetSuite account, and the permissions associated with your NetSuite role.

Field Name

Function

Basic

Auto Fill Transactions

Check this box to automatically enter information on transaction pages based on the last transaction for the entity you select.

When you clear this box, you can use the Auto Fill button on transaction pages to automatically enter information.

Alphabetize Items Regardless of Type

Check this box to list items in alphabetical order, regardless of item type, on transactions such as Sales Orders, Purchase Orders, and Inventory Adjustments.

Clear this box to display items listed on transactions grouped by item type, and within each item type, listed in alphabetical order.

Warnings

Duplicate Number Warnings

Choose from the list how NetSuite responds when you enter a document number you’ve used before.

Inventory Level Warnings

Check this box to see warnings when you sell inventory items with quantities at or below their reorder points.

You must also set these minimum quantities in the Reorder Point field on item records at Lists > Items.

Customer Credit Limit Handling

Select your preferred method for handling customer credit limits:

  • Ignore – Enables you to enter sales orders and invoices that exceed the customer's credit limit without a warning.

  • Warn Only – Generates a warning when you enter a sales order or invoice that exceeds the customer's credit limit. The warning displays in a dialog box so you can choose to enter or cancel the transaction.

  • Enforce Holds – Blocks you from entering a sales order or invoice that exceeds the customer's credit limit.

Vendor Credit Limit Warnings

Check this box to receive a warning when you exceed the credit limit for a vendor.

Printing

Print Using HTML

Check this box to print transaction forms in HTML format.

Clear this check box if you prefer to print transactions forms in PDF format. Printing PDF forms requires Acrobat Reader.

Transaction Email Attachment Format

Choose the format for which transaction email attachments are sent.

  • HTML – Sends email attachments in HTML format.

  • PDF – Sends email attachments in PDF format.

Note:

If you select the HTML option as a transaction email attachment format, the system will not use the template set in custom transaction forms.

Horizontal Print Offset

Enter a positive number in inches to move the text to the right. Enter a negative number in inches to move the text to the left.

Vertical Print Offset

Enter a positive number in inches to move the text lower. Enter a negative number in inches to move the text higher.

Your administrator can customize the layout of your printed forms using advanced PDF/HTML templates. For information, see Advanced PDF/HTML Templates.

Related Topics

Setting Personal Preferences
General Personal Preferences
Personal Preferences for Appearance
Analytics Personal Preferences
Personal Preferences for Activities
Personal Preferences for Alerts
Personal Preferences for Telephony
Personal Preferences for Restricting Views

General Notices