Version: eXtendPS-DE 1.3.7 and above
Audience: Administrator, User
Overview
NetSuite offers the ability to customize a user’s dashboard page for efficiency purposes. The following sections are optional setups
that make the eXtendPS-DE easier and faster to use.
Dashboard Search
eXtendPS-DE provides a custom portlet for your dashboard, allowing you to access Order Shipment Notification (OSN) information directly from the dashboard.
To search for a purchase order's OSN status using the portlet:
1. Select the vendor in the dropdown.
2. Select the order type for your reference number.
- If searching by your company purchase order number, select "purchase order" from the Order Type dropdown and
enter your company purchase order number in the Reference
Number field.
- If searching by the vendor order number, select "sales order" from the Order Type dropdown and
enter the vendor order number in the Reference
Number field.
3. Click Submit.
The results will display the OSN response (if available).
You can view a video demo of the process in Using the Order Shipment Notification Custom Portlet.
Shortcuts
The various search functions provided as
part of eXtendPS-DE can be linked as shortcuts on a user’s dashboard.
These shortcuts allow bypassing the menus and submenus required to access different features.
- Navigate to the eXtendPS-DE feature that you wish to create a shortcut to.
- Go to Star icon → Add to Shortcuts.
- Edit the Name, if desired.
- If you would like the shortcut
to open in a new window, check the Open
in New Window checkbox.
- Click the Save button.