Free NetSuite tools
85 templates, calculators, worksheets and reference tables. Each runs in your browser and exports to PDF, Excel, Word or CSV.
Templates and forms
NetSuite CSV Import Template Guide
Generate a one-page CSV import plan and column specification document for a NetSuite record type, ready to hand to whoever prepares the data.
NetSuite User Access Request Form Template
A fill-in access request form for new, changed or removed NetSuite users, with role, subsidiary, segregation of duties review and approval lines.
NetSuite Custom Record Design Spec Template
A design spec for a new NetSuite custom record type: purpose, fields, relationships, access and reporting, ready to approve before anyone builds it.
NetSuite BOM Revision Change Request Template
A change request for adding a BOM revision in NetSuite: what changes, effective dates, open work order impact and sign-off.
NetSuite SuiteScript Deployment Handover Template
A handover document for a SuiteScript customization: what it does, where it is deployed, dependencies, how to roll it back and who supports it.
SuiteScript Technical Design Document Template
Fill in a technical design document for a SuiteScript customization and export it as PDF or Word for sign-off before you write code.
NetSuite Sandbox to Production Deployment Runbook Template
Plan a NetSuite release with scope, deployment steps, validation and rollback in one runbook, and export it as PDF or Word.
NetSuite RESTlet API Specification Template
Document a RESTlet endpoint with methods, payloads, authentication and errors so integration partners can build against it, and export to PDF or Word.
NetSuite Vendor Bill Approval Workflow Design Template
Fill in tier limits and approvers to get a SuiteFlow design document with states, transitions, approval status values, emails and test cases.
Worksheets
NetSuite Role Permission Matrix Worksheet
An editable worksheet that records which role holds which permission level on each record area and scores the access risk for review.
NetSuite Sandbox and Release Change Log Worksheet
An editable log of NetSuite changes across sandbox, release preview and production, with test status and hours spent, exportable to Excel.
NetSuite Routing Operation Cost Worksheet
Plan routing operations before keying them into NetSuite: setup and run times, work center rates, lot size and the cost per unit of each operation.
NetSuite Script and Workflow Inventory Worksheet
An editable inventory of the scripts, workflows and scheduled jobs in your NetSuite account, with owners, schedules, daily run minutes and risk level.
NetSuite Work Order Component Shortage Worksheet
Paste component quantities from a NetSuite report and see which work order lines are short now and after open purchase orders.
NetSuite Internal ID Lookup Worksheet
An editable table to record internal IDs, script IDs and external IDs per environment, so scripts and integrations stop hardcoding guesses.
NetSuite Custom Field Specification Worksheet
Plan custom fields in a table, with IDs, types, applies-to records and sources, and export to Excel for review before building.
NetSuite Integration Field Mapping Worksheet
Map source system fields to NetSuite fields with transforms, defaults and validation notes, and export the table to Excel for the build team.
NetSuite Script Deployment Inventory Worksheet
Keep an inventory of every SuiteScript and deployment with its owner, status and review date, and export it to Excel.
Calculators and simulators
NetSuite License Cost Estimator
Model the annual and three-year subscription cost of NetSuite from your quoted base fee, user price, modules, discount and renewal uplift.
NetSuite Component Yield and Scrap Requirement Calculator
Work out how much of a component a work order really needs once yield loss and setup scrap are included, and what you are short.
NetSuite Landed Cost Allocation Calculator
Spread freight, insurance and duty across a shipment by value or weight and see the landed cost per unit for one receipt line.
NetSuite Reorder Point and Preferred Stock Level Calculator
Work out the safety stock, reorder point and preferred stock level values to enter on a NetSuite item record.
NetSuite Work Order Yield and Scrap Start Quantity Calculator
Calculate the work order start quantity and scrap cost needed to hit a required good quantity across three process steps.
NetSuite Assembly Item Standard Cost Rollup Calculator
Build a per-unit standard cost from material, setup, run time, labor rate and overhead, and see how lot size amortizes setup.
NetSuite SuiteScript Governance Units Estimator
Estimate how many records a SuiteScript execution can process under its governance limit and how many runs a batch will need.
NetSuite Inventory Turnover and Days of Supply Calculator
Turn annual COGS and average inventory into turns, days of supply, carrying cost and the cash tied up in excess stock.
NetSuite Work Order Labor Variance Calculator
Break labor variance on completed work orders into a rate variance and an efficiency variance and read labor efficiency.
NetSuite Economic Order Quantity Calculator
Find the order quantity that minimizes ordering plus holding cost and compare it with the quantity you buy today.
NetSuite Governance Unit Calculator
Estimate how many governance units a script run uses and how many records fit in one execution before you hit the limit.
NetSuite Integration Throughput Calculator
Estimate how many records per hour an integration can load and how long a migration will take, from call time, concurrency and retries.
NetSuite API Concurrency Limit Calculator
Turn request rate and response time into concurrent requests, compare against your account limit, and find the maximum safe call rate.
SuiteScript Scheduled Script Run Count Calculator
Estimate total governance units, records per run, number of reschedules and total runtime for a scheduled script before you write it.
NetSuite SuiteQL Pagination Time Calculator
Calculate pages, round trips and total extraction time for a large SuiteQL result set, and see how page size and parallel threads change it.
NetSuite Map/Reduce Parallelism Throughput Calculator
Estimate map stage runtime, speed-up and efficiency from the processor count you configure and the share you actually receive.
NetSuite File Cabinet Storage Growth Calculator
Forecast how much File Cabinet space scripts and attachments will consume over a retention period, including annual volume growth.
NetSuite Customization Maintenance Cost Calculator
Put a yearly number on SuiteScript and workflow upkeep: break-fix hours, release regression testing and the cost per script.
NetSuite CSV Import File Split and Run Time Calculator
Enter record counts, lines per record and row size to get records per file, number of import jobs and run hours under the Import Assistant limits.
NetSuite Manufacturing Routing Operation Run Time Calculator
Enter setup time and run rate for up to four routing steps and a work order quantity to get total hours, elapsed days and the setup share.
NetSuite OneWorld CTA (Cumulative Translation Adjustment) Calculator
Translate a foreign subsidiary's balance sheet and income at current, average and historical rates and see the CTA plug that balances it.
NetSuite Average Cost per Location Calculator
Enter on-hand quantity, current average cost and a receipt with landed cost to see the new location average, COGS on the next issue and the cost change.
NetSuite Standard Cost Revaluation Impact Calculator
Enter on-hand quantity, the old standard and the new cost category values to see the revaluation amount, the annual COGS effect and the purchase price variance you should expect.
Reference tables
NetSuite Work Order Status Reference
Lookup table of NetSuite work order statuses and the transactions and records around them, with what each one means and what to check.
NetSuite Inventory Costing Method Reference
Searchable reference for how NetSuite costs inventory: the methods, the transactions that affect cost, and what to watch for with each.
NetSuite Transaction Type Codes Reference
Look up the short type code stored in transaction.type for common NetSuite transactions, with the matching record id.
NetSuite Manufacturing and Item Record Types Reference
Find the record id for assembly items, BOMs, revisions, routings and the manufacturing transactions, with a note on what each is for.
SuiteScript 2.x Modules Reference
A searchable table of the SuiteScript 2.x N/ modules, what each one is for and the methods you reach for most.
SuiteScript Script Types and Entry Points Reference
Every SuiteScript 2.x script type with its entry point functions, typical use and governance guidance in one searchable table.
NetSuite Script and REST Error Codes Reference
Common NetSuite error names and HTTP status codes with the usual cause and the first thing to check.
NetSuite SuiteQL Tables Reference
The SuiteQL (NetSuite2.com data source) tables you join most often, each with its key, main columns and the exact join condition.
NetSuite SuiteQL Transaction and TransactionLine Columns Reference
Column-by-column guide to the two SuiteQL tables behind every transaction query, with types, example values and the sign conventions that trip people up.
NetSuite SuiteQL BUILTIN Functions Reference
The ten BUILTIN functions Oracle documents for SuiteQL, with exact parameter order and one-line examples, plus the Oracle SQL functions you will use beside them.
NetSuite Transaction Status Codes Reference (SuiteQL and Search)
Status letter, search filter value and label for sales orders, invoices, purchase orders, fulfillments, bills, RMAs, transfer orders and more.
NetSuite Saved Search Formula Functions Reference
Every common SQL function for Formula (Text), (Numeric), (Date), (Currency) and (Percent) fields, with syntax and an example using real NetSuite field ids.
NetSuite Saved Search Summary Types and Summary Criteria Reference
What each Summary Type returns, plus the formula patterns that do count distinct, conditional sums, latest value per group and HAVING-style filters.
NetSuite SuiteFlow Workflow Action Types Reference
Every workflow action in SuiteFlow with where it runs, which triggers support it, its main settings and the gotcha to know before you use it.
NetSuite Workflow Trigger Types and Event Types Reference
Every SuiteFlow trigger with when it fires and what it is good for, plus workflow initiation options, event types and context types.
NetSuite Script Deployment Fields and Status Reference
What each field on a Script Deployment record does, which script types have it, and the setting to use for testing and for production.
NetSuite Script ID Prefixes Reference (custbody, custcol, customrecord)
The prefix NetSuite applies to each custom object and field type, where you create it, and how to reference it in SuiteScript, SuiteQL and REST.
NetSuite Sandbox vs Production Differences Reference
Side-by-side differences between a NetSuite sandbox and production account, from account ID formats and hostnames to tokens, email and post-refresh tasks.
Code and query generators
NetSuite Saved Search Formula Generator
Fill in your field IDs and thresholds and get copy-ready formula snippets for NetSuite saved search results and criteria.
NetSuite SuiteQL Transaction Query Generator
Pick a transaction type, date range and row limit and get ready-to-run SuiteQL for headers, lines and the REST call that executes it.
SuiteQL Query Generator
Fill in a table, columns, filter and sort and get a SuiteQL statement ready for the N/query module, the REST SuiteQL endpoint or the SuiteAnalytics Workbook.
SuiteScript 2.1 User Event Script Skeleton
A copy-ready SuiteScript 2.1 user event script with the JSDoc annotations, entry points, context checks and error logging you need to start.
NetSuite REST Record API URL Builder
Generate correct REST web services URLs and sample calls for a NetSuite record, a record list, a SuiteQL query or the metadata catalog.
SuiteScript Map/Reduce Skeleton Generator
A SuiteScript 2.1 map/reduce template with a SuiteQL input stage, map and reduce handlers and a summarize stage that reports every error.
SuiteScript 2.1 RESTlet Skeleton Generator
Fill in a few fields and get a SuiteScript 2.1 RESTlet starter with all four handlers, logging and structured error responses.
SuiteScript search.create Snippet Generator
Build a ready-to-paste N/search snippet with a filter, three columns and a paged result loop that respects governance.
SuiteQL Open Purchase Order Lines Query Template
A SuiteQL starter that lists purchase order lines with vendor, item, quantity and status filtered by date range and vendor.
NetSuite SuiteQL Trial Balance Query Generator
Fill in subsidiary, periods and accounting book to get SuiteQL that totals debits, credits and net by account, by account and department, or across two periods.
NetSuite SuiteQL Custom List and Custom Record Query Generator
Enter a custom list or custom record script ID and its fields to get SuiteQL for its values, its records, a join from transactions, and a ready REST call.
NetSuite SuiteQL System Notes Audit Query Generator
Build SuiteQL over the systemnote table to audit field changes by record, user and date range, with a transaction join and a field discovery query.
NetSuite SuiteAnalytics Connect ODBC and JDBC Connection String Generator
Enter your service host, account ID and role ID to get a working JDBC URL, Windows DSN settings, ODBC connection strings, a Linux odbc64.ini stanza and test queries.
Checklists
NetSuite Assembly Build Checklist
A pre-build and post-build checklist for NetSuite assembly items and work orders, covering setup, inventory and costing checks.
NetSuite Month End Close Checklist
A practical NetSuite period close checklist covering subledgers, inventory and manufacturing, accruals, reconciliations and period lock.
NetSuite Manufacturing Go-Live Checklist
A 30 item checklist covering data, setup, costing, inventory, roles and cutover before you run production in NetSuite.
NetSuite SuiteTalk SOAP to REST Migration Checklist
A step-by-step checklist for replacing SOAP calls with REST record and SuiteQL calls, from inventory to cutover and rollback.
NetSuite Token-Based Authentication Setup Checklist
Every step to configure token-based authentication for NetSuite REST, SOAP or RESTlet calls, from features and roles to tokens and test calls.
SuiteScript Code Review Checklist
A practical review checklist for SuiteScript 2.x covering structure, governance, error handling, security and deployment.
NetSuite Sandbox Refresh Checklist
A five-stage checklist for refreshing a NetSuite sandbox from production without losing sandbox-only work or sending real emails and payments from the copy.
NetSuite SuiteAnalytics Connect ODBC Setup and Troubleshooting Checklist
Check licensing, role permissions, driver bitness, DSN settings and the usual failure points when connecting Excel, Power BI or a warehouse to NetSuite over ODBC or JDBC.
NetSuite Workflow Troubleshooting Checklist
A five-step diagnostic for SuiteFlow workflows that do not initiate, skip actions or behave differently in imports and integrations.
NetSuite Release Preview Regression Test Checklist
A checklist for testing your customizations, integrations, reports and manufacturing flows in the Release Preview account before each twice-yearly NetSuite upgrade.
NetSuite Administrator Security and 2FA Hardening Checklist
Review NetSuite authentication, roles, integration tokens, login monitoring and data access in one checklist, with the critical controls marked.
Assessments
NetSuite Manufacturing Process Maturity Assessment
Answer ten questions about BOM accuracy, shop floor posting, costing and reporting to see where your NetSuite manufacturing setup is strong or weak.
NetSuite Saved Search vs Report vs SuiteQL vs Workbook Assessment
Score your reporting need on joins, volume, delivery, users and integration to see whether a saved search, workbook, SuiteQL or SuiteAnalytics Connect fits best.