Reading the Briefing

Plans: Pro

The briefing reads from top to bottom: what needs attention first, then where the transaction sits, then what you can do about it.

Checks

Each finding has a label:

  • Attention: worth stopping for, such as Possible duplicate or Over the purchase order.
  • Note: useful to know, but not blocking, such as Vendor credit available.
  • No access, Timed out or Error: the check couldn't run.

Under the findings, a green line lists what passed. If nothing was found, it reads All clear.

Click a document number in a finding to open it in the side panel, beside this one.

To keep a finding as a note on the record:

  1. Click Note this under the finding.
  2. HUD Notes opens with the finding already written. Edit it, then add it.

Chain

The chain lists every document linked to this one, in both directions: the order before it, and the receipts, payments and credits after it. What's still open shows beside the Chain heading.

  • Click a document number to open it in the side panel.
  • A document your role can't open still shows, with a lock and your role can't open it.

Context

Context compares this transaction with the same vendor's or customer's last 12 months of the same type, in a sentence and a small bar chart. This transaction is the last bar.

Actions on this record

This lists the buttons NetSuite offers on this record right now, such as Approve or a workflow button. It only shows what NetSuite shows on the page.

To run an action:

  1. Click the action.
  2. Click the action's name again to confirm.

The page refreshes and Insight checks the record again.

Important: An action runs in NetSuite right away, and it can't be undone from SuiteHUD.

Also on this record and Other activity

  • HUD Notes opens the notes on this record. Changed … opens Live View, with who changed the record last.
  • Other activity with … lists every transaction with this vendor or customer in the last 12 months, newest first. Click Export CSV to download it.

Keeping it up to date

If someone edits the record after the check, Insight says This bill changed after the last check. Click Check again. You can click the Check again icon in the header at any time.