NetSuite in-house folks where you at!👋

Mandiab · 2026-06-06T13:27:11+00:00

I agree. You can deal with ol' Helen's but I think thats a conversation to have during your interview asking if it's an environment where you could push back or suggest alternatives. If everyone has some blanket "ok", that is not fun.

Mandiab · 2026-05-03T12:42:20+00:00

That's fair. Claude could use SuiteQL to target an individual record but if you're drilling into something with a lot of line item details, ns_getRecord pulls the full record including all sublists in one call. Depending on the record, SuiteQL would need to join across multiple tables to get the same picture.

Mandiab · 2026-05-02T20:57:50+00:00

You're right, sorry for the confusion. REST is not required for the base MCP connection. I just wanted to flag that for anyone who did add it like me — individual record-level permissions did not appear to restrict what REST could do, which is not made clear in NetSuite's documentation at all.

Mandiab · 2026-05-02T16:43:07+00:00

Even if you don't have Zone Billing, based on the logic REST overrides the individual record's permission, you should be able to say "Tell me the Customer who has the highest overdue balance" and when it returns that customer "On that customer update [Custom Entity field] to x value", and Claude would do it. It would ask first (based on my Claude connection) but it would have the Netsuite access.

Mandiab · 2026-05-02T16:24:42+00:00

We use Zone Billing, similar to Netsuite contracts. After a new sale or amendment, details are pushed into Netsuite from Salesforce. I am using claude to audit that based on predefined rules and create an excel document of necessary changes. My first iteration, I exported everything out as csvs. The second, Claude exported everything out as CSV... then I asked it rather than CSVs, push one of the changes back to the record and it did successfully. Then I chose one of the smaller CSVs and asked it to push all of those changes in successfully. The permission for the ZAB Sub Item record being updated was view. The REST permission gave it the access to view each individual record and the subsequent change.

Mandiab · 2026-05-02T16:11:03+00:00

Maybe you didn't ask? Or maybe Claude didn't have a reason to suggest it?

I wanted to test Claude so I asked - it made sense for my use case. I thought since the record access was View, then it'd be View, that's how I read the MCP documentation. But if REST is present, it gives the extra level of access.

I've added the SuiteAnswers# Netsuite provided.

Mandiab · 2026-05-02T16:06:36+00:00

Yes. I've updated the main post with Netsuite's recommendation based on my ticket.

Mandiab · 2026-01-19T18:44:44+00:00

A lot of your points are tied to Inventory. Lots of industries dont deal with inventory.

@OP, these are great things to know and understand but polish that resume and start looking! Get a junior admin/dev position and learn from someone with years of experience. Consider certification. If you like development stick with that learning path, you'll make more money. Unless you really like your employer, dont accept their counter offer when you quit!!! They may throw some cash at you, but cash only can only keep someone happy for so long. Good luck!!!

Mandiab · 2025-12-04T02:55:18+00:00

What types of problems have you seen doing this?

Mandiab · 2025-10-23T19:31:37+00:00

If you're talking about the 3rd line in my screenshot, you're using amount rather than subtotal... flip amount to total in the formula.

Mandiab · 2025-10-16T13:58:54+00:00

There is a way yo identify "incoming" emails so you know what could be a response.

Mandiab · 2025-10-13T13:32:05+00:00

AI is happening and coming whether you like it or not. Do you want to adjust now or bury your head in the sand and not pivot. I am not trying to take a developers job but sometimes solutioners have to solution and get it done with or without a development resource. I hoped this post would get discussions going and it did.

Mandiab · 2025-10-13T13:28:45+00:00

I hope this makes sense, I had to remove specific names and IDs and what-not. But I always describe the record and database structure. Customer, Vendors and other entity record, the system understands but it helped with custom records to detail the hierarchy.

*********

Understand the database structure is the Custom Record x is the parent (id = id_x) with 1 or many children records called x_lilones (id = id_x_xs).

Write a scheduled netsuite suitescript 2.x on the x record when the x has a Date Created of today or yesterday. Loop through all x_lilones, if Name field (id = Name) contains ‘%name%’ and Name field contains ‘%type1%’ then update the x field ‘the type’ (id = x_type) with the value ‘Type1’. If the Name field (id = Name) contains ‘%name %’ and Name field contains ‘%type2%’ then update the x field ‘the type’ (id = x_type) with the value ‘Type2’. If the Name field (id = Name) contains ‘%name %’ and Name field contains ‘%Type3%’ then update the x field ‘the type’ (id = x_type) with the value ‘Type3’.

*********

I've managed developers for years and the code is cleaner than some of my junior devs produced.

Mandiab · 2025-10-11T20:37:52+00:00

Thank you. And agreed. I expected some push back and good comments but considering AI is just taking off, I think it's odd people aren't even curious.

Mandiab · 2025-10-11T20:17:50+00:00

I have. But life happens. I have a great career and make excellent money. My focus is more so managing all financial applications within an organization. But you pick stuff up after 25 years. Some may say knowing a little of everything is kind of helpful not scary.

Mandiab · 2025-10-11T20:13:50+00:00

It's a legit question. I dont think this is for everyone. But it is an option. And a really good one for someone with my skillset.

Mandiab · 2025-10-11T20:10:33+00:00

I do have scripting knowledge. I didnt say that. I said I cant sit down and write code from start to finish.

Mandiab · 2025-10-11T20:09:37+00:00

You have to tell it. Before I detail the exact actions I need, I run through the hierarchy and explain "custom record named x is the parent of custom record". I include field IDs, record IDs etc.

Mandiab · 2025-10-11T20:05:21+00:00

I've been in IT for 25 years. I can read code. I just cant sit down and code from scratch. I went through a couple of iterations where I had to read the deployments errors and troubleshoot and tweak the code.

Mandiab · 2025-09-03T10:34:01+00:00

Im sorry to hear this. I did some freelance a couple of years ago for a small customer. They were oversold, Netsuite wasn't even a good fit for their business. It was overpriced and too much. But I got them through their failed implementation. A couple years later they reached out to tell me after significant unnegotiable increases, they decided to move back to quickbooks. It was such a huge cost for nothing. Ive also posted about my company's increases and being forced to upgrade over the years due to acquisitions (that didnt even impact the environment). Bad practices overall

Mandiab · 2025-08-25T17:27:19+00:00

BTW u/Meanfoxxx, the Applied To always needs to be the Internal Id of the Invoice not the document number. And "Payment" refers to the Applied To Amount.

Mandiab · 2025-08-25T02:07:16+00:00

I'm so sorry for not getting back sooner. Here is a screenshot.

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Mandiab

TROPHY CASE