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Oracle NetSuite Keyboard Shortcuts You Need to Know

Oracle NetSuite stands out as one of the most user-friendly Enterprise Resource Planning (ERP) systems available today. One of the key features that enhances its usability is its intuitive navigation tools, which are designed to streamline the user experience. One navigation tool that helps users navigate the interface is NetSuite keyboard shortcuts. 

Keyboard shortcuts in NetSuite enable users to perform common tasks quickly, reducing the time spent on repetitive actions. 

In this guide, we’ll break down some simple NetSuite keyboard shortcuts that can help your team get work done faster and more efficiently. 

5 Basic NetSuite Keyboard Shortcuts

1. Global Search Shortcuts

These can be used anytime in NetSuite.

  • Ctrl + Alt + N: Create a new record
  • Alt + R : Reload the page

2. Recent Record Shortcuts

Recent Records are record specific shortcuts that show the last 12 records accessed or worked on. -Alt + E : Edit the current record

  • Alt + D : Delete the current record
  • Alt + A: Add a new record
  • Alt + P: Print a record
  • Alt + S: Save a record
  • Alt + C: Cancel changes to a record
  • Alt + Q: Close a record
  • Ctrl + Alt + M: Open the mass update page for the current record

3.Saved Search Shortcuts

For easy access of Saved Search;

  • Ctrl + Alt + S: Save a search
  • Ctrl + Alt +L: Load a saved search

4. List Shortcuts

Used while building a list record.

  • Ctrl + Alt + T: Add a new task
  • Ctrl + Alt + E: Edit the selected record
  • Ctrl + Alt + D: Delete the selected record
  • Ctrl + Alt + P: Print the selected record
  • Ctrl + Alt + I: Open the selected record in a new tab
  • Ctrl + Alt + B: Open the selected record in a new window

5. Transaction Entry

These are used for creating and editing a transaction record on screen.

  • Alt + I – Insert a new line
  • Alt + T – Insert a new line above the current line
  • Alt + B – Insert a new line below the current line
  • Alt + U – Undo the last action

Apart from these shortcuts, there are various others which can be searched using Alt+ ? to show keyboard help for others. These shortcuts also depend on various factors like Admin enabled or not plus may vary depending on the browser used and the version of NetSuite we are using.

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Trek Travel Streamlines Travel Protection Integration with OdeCloud’s experts

Looking to streamline your operations with more automations? Keith shares an OdeCloud project.

#netsuite

#integrations

Project Outcomes

This new integration system transformed our travel protection service.

  1. Efficiency Gains: Completely automated the process, eliminating the need for monthly roster reconciliation.
  2. Enhanced Guest Experience: Guests benefited from a smoother booking process with transparent travel protection options tailored to their needs.
  3. Accuracy in Pricing: The integration ensured precise calculations based on complex variables.
  4. Scalability: The system can easily accommodate future growth and changes in travel protection offerings.

Background

Our company offers guests the option to protect their travel investments through a travel protection plan. This service is crucial, as it provides coverage in cases where guests need to cancel their trips due to unforeseen circumstances such as illness or emergencies. However, the process for managing this service was previously cumbersome and inefficient, requiring manual coordination and reconciliation with the travel protection partner.

Challenge

We needed a seamless integration within NetSuite to handle complex calculations for travel protection costs. The solution needed to account for multiple variables, including:
Guest-specific factors such as age and location.
Travel details like destination, total cost, and type of coverage (e.g., pre-trip hotels, post-trip hotels, flights).
Dynamic pricing calculations based on these variables.

Before partnering with OdeCloud, the process was manual and error-prone, involving monthly exchanges of rosters between our team and the travel protection provider. This created inefficiencies and delayed customer service.

Solution

OdeCloud worked with us to design and implement a fully integrated travel protection solution within NetSuite. Key features of the solution included:


1. API Integration: OdeCloud enabled real-time communication with the travel protection partner’s API. This allowed us to dynamically calculate the cost of travel protection based on the guest’s specific details.
2. Seamless Booking Experience: The integration allowed the travel protection cost to be automatically added as a line item to guest bookings within NetSuite.
3. Flexible Adjustments: Guests could easily add or cancel travel protection directly through NetSuite without requiring interaction with third-party systems.
4. Eliminating Manual Processes: The previously manual reconciliation process was replaced with automated inline API transactions, eliminating errors and saving significant time.

Conclusion

This integration is one of the most impactful projects we’ve undertaken, and it holds a special place in our transformation journey. With OdeCloud’s expertise, we achieved a solution that not only streamlined operations but also elevated the guest experience. This project exemplifies the power of technology in solving complex business challenges and enhancing customer service.