Setting General Preferences in NetSuite
These preferences are system-wide and will be automatically applied.
Navigate (in administrator):
Setup > Company > Preferences: General Preferences
Within General Preferences you can set up basic information preferences such as:
- Date Format
- Time Format
- Negative Number Format
- First Day of Week
- Show employees as contacts
- Pre-populate contact address from related entity
- Default customer type (company or individual)
- Email employees on approvals
- Show display name with item codes (do you want to see the name of the item as well as the code or just the code?)
There are further higher security preferences that can be set:
- Password Policy (Strong, medium or weak?)
- Minimum password length
- Password expiration in days
- Idle session timeout – with inactivity when will NetSuite automatically log you out?
These are company preferences that can be overridden by users. You can use the overriding preferences list to allow or restrict override.
To restrict override simply untick the ‘Allow Override’ checkbox
For example: the CSV column delimiter has been unchecked, this means the user cannot override this preference. The Address Mapping Type preference has been checked, this means the user can override this preference.
Select the languages in which you want to translate information that appears on your Web site and on printed transactions. These translations are shown in each customer's preferred language.
NetSuite has a library of languages that allows information to be translated to.
By selecting specific centres, it applies these preferences to the centres selected. This means if the centres are added to the list these preferences will only be applied to them and not the others that haven’t been selected.
This applies the preferences from specific bundles added or customisation within NetSuite that applies specific preferences.
The Accounting Contexts subtab on the General Preferences page at Setup > Company > Preferences > General Preferences is visible by default in OneWorld accounts. If you do not have a OneWorld account, this subtab is not visible.
An accounting context can be a one-to-one relationship between a country’s local GAAP (Generally Accepted Accounting Principles) reporting requirements and a statutory chart of accounts (COA). It can also be a unique relationship that meets your company’s specific needs. Accounting contexts are useful when users prefer to work in a local GAAP context, rather than in the consolidated context with one centralized COA. Accounting contexts are also useful if you have Multi-Book Accounting provisioned in your account. You can set an accounting context specific to your secondary book and use it for your secondary book reports.
When one accounting context exists in your system, users can select their preferred accounting context at Home > Set Preferences. When users select an accounting context, all transactions including system-generated transactions post to the defined COA account name and number.