Book Image

NetSuite ERP for Administrators

By : Anthony Bickof
Book Image

NetSuite ERP for Administrators

By: Anthony Bickof

Overview of this book

NetSuite ERP is a complete, scalable cloud ERP solution targeted at fast-growing, mid-sized businesses and large enterprises. It's the smartly executed combination of financial management operations and built-in business intelligence, which enables companies to make data-driven and well-informed decisions. This book will help administrators become expert enough to be seen as the NetSuite leader at their company and to be able to advise department heads on specific processes, and strategic decisions. We start with an overview of ERP and NetSuite ERP, before going on to explain the built-in features to show the breadth of NetSuite ERP's product and its ease of use. We then discuss business aspects, focusing on the most important processes in NetSuite. Then you'll understand the implementation aspects that are generic enough to cover all the features. The focus then shifts to specific skills that you will need to administer for any system, such as roles, permissions, customization, and data imports. Moving on, you'll learn how to centralize the creation of search templates and give users the tools to pivot the data and expose it to the user in useful ways, such as on the dashboard. The book ends with checklists providing actionable steps that you as an administrator can take to do your job and support the application through new releases and troubleshooting problems.
Table of Contents (21 chapters)
Title Page
Copyright and Credits
Dedication
Contributors
Packt Upsell
Preface
Index

Audit Trail


Now that we've seen how to control a user's access to information, let's look at recording what the user does with that information.

View login Audit Trail

There is a prebuilt search to review the login Audit Trail, which can be found at Setup | Users/Roles | View Login Audit Trail. We can filter the results by user, role, or a specific date range, and can even add additional filters to it by clicking Personalize Search:

Login Audit Trail Search filters

The results of the search return the date and time, user, user's email address, role, and IP address:

Login Audit Trail Search Results

In addition, each user can review their own login audit trail using a portlet that can be set up on the Home dashboard. Click Personalize dashboard and select the portlet for it to appear:

My login audit portlet on the Home dashboard

System notes

NetSuite records changes on every record and displays them in a subtab on the record, called System Notes:

System Notes tab on Transaction

The System Notes tab specifies...