Setting General Transaction Preferences

Users with the Administrator role can set up general transaction preferences for the account at Setup > Company > General Preferences.

Note:

Any changes you make to general preferences are saved in system notes. For more information, see Searching System Notes.

For many preferences you set at the company level, users can override this preference at Home > Set Preferences. If you don't want users to override particular preferences, on the Overriding Preferences subtab, clear the Allow Override box for each preference.

Preference	Description
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.
Maintenance Complete Email Notification	Check this box to automatically send email messages to all active account administrators when scheduled account maintenance is completed.
Show Reports in Grid	Check this box to display reports in a grid format by default.
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.
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.
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. When this box is checked, the Available Without Login settings on individual files is ignored. Files stored in the Web Site Hosting Files Folder are accessible for any URL listed on the file. When the box is cleared, your Available Without Login settings on individual files are use. You can clear the box on files stored in the Web Site Hosting Files folder to make them unavailable on a shopping domain. 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. When the box is checked, the Available Without Login setting on individual files is ignored. Files stored in the SuiteBundles folder are accessible for any URL listed on the file. When the box is cleared, your Available Without Login setting on individual files are used. 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.
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.
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.
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.
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.
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: Customized Tasks and Task Hierarchy Streamlined Record Creation and Editing Improved Record Viewing 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.
Allow Subsidiary Hierarchy To Be Modified [Max: 30 Days]	Set how long authorized users can modify the subsidiary hierarchy. The maximum is 30 days.
Do not Display Customer Satisfaction Surveys	Check this box to opt your organization out of in-page satisfaction surveys.
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.
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.
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.
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 `@NApiVersion` value of `2.x`. For more information, see SuiteScript 2.1.
Remove Client Script Deployment Limit per Record	Check this box to remove the limit of deploying more than 10 client scripts on a record.
SFTP: Use LIST to Test That a File Exists	Check this box only if transfers to an SFTP server fail because it doesn’t support the default STAT command. If checked, the N/sftp module uses the LIST command. If you leave the box clear, the module keeps using STAT.
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.
Preferred Subcustomer Form	Select the default form to use for new subcustomers.

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