Skip to content

Commit 68fa855

Browse files
shannon-kelley-netwrixshannon-kelley-netwrix
authored
Merge pull request #125 from netwrix/ssk/pgnetsuite-notes
Fixed Tables, Notes and Subheadings
2 parents 6bf2da9 + 9e51cdb commit 68fa855

File tree

79 files changed

+747
-626
lines changed

Some content is hidden

Large Commits have some content hidden by default. Use the searchbox below for content that may be hidden.

79 files changed

+747
-626
lines changed

‎docs/platgovnetsuite/agent/agent_creating_preapproved_change_request.md‎

Lines changed: 3 additions & 3 deletions
Original file line numberDiff line numberDiff line change
@@ -21,11 +21,11 @@ Here are the steps to create a pre-approved change request for a control:
2121
loose approval criteria.
2222

2323
| Pattern | Description |
24-
| ------------- | ---------------------------------------- | ---------------------------------------------------- | ---------------------------------------------------------------------------------------------- |
24+
| --- | --- |
2525
| Value1 | Value1 must exist in the Diff |
2626
| Value1,Value2 | Value1 AND Value2 must exist in the Diff |
27-
| Value1,Value2 | Value3 | Value1 AND (Value2 OR Value3) must exist in the Diff |
28-
| Value1,Value2 | Value3; Value4,Value5 | Value6 | -( Value1 AND (Value2 OR Value3) ) OR ( Value4 AND (Value5 OR Value6) ) must exist in the Diff |
27+
| Value1,Value2 \|Value3 | Value1 AND (Value2 OR Value3) must exist in the Diff |
28+
| Value1,Value2\|Value3;Value4,Value5\|Value6 | -( Value1 AND (Value2 OR Value3) ) OR ( Value4 AND (Value5 OR Value6) ) must exist in the Diff |
2929

3030
4. Click **In Progress** to advance the status bar.
3131
5. Click **Save**.

‎docs/platgovnetsuite/agent/agent_example_set_control.md‎

Lines changed: 1 addition & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -28,6 +28,7 @@ Here is the process to create a control to monitor changes:
2828
| Formula (Numeric) | Select **less than** for Formula (Numeric) Enter **0** for Value | is less than 0 | **\{datecreated\}-\{lastmodifieddate\}** |
2929
| System Notes Fields | Select **Field** Select **any of** Click **Purchase Approval Limit** Ctrl-Click **Purchase Limit** | Is any of Purchase Approval Limit, Purchase Limit | |
3030
| System Notes Fields | Select **Date** Select **on or after** Select **yesterday** | is on or after yesterday | |
31+
3132
| Field | Summary Type |
3233
| --- | --- |
3334
| Name | Group |

‎docs/platgovnetsuite/agent/agent_getting_started.md‎

Lines changed: 8 additions & 8 deletions
Original file line numberDiff line numberDiff line change
@@ -11,16 +11,16 @@ controls / searches you need.
1111

1212
## Role Examples
1313

14-
| | |
14+
| Role | Description |
1515
| ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
16-
| Control Owner | - Defaults to the person that creates the control, but can be changed. - Receives alerts when a violation occurs. - May be a Change Request Approver to Pre-approve / Authorize related changes. |
17-
| Control Assignee | - Manages the process risk. - Receives alerts when a violation occurs. - Approves Change Requests to Pre-approve / Authorize related changes. |
18-
| Process Owner | - Owns the Process and associated material risk. - Receives alerts when a violation occurs. - Receives periodic control reports. - Approves Change Requests to Pre-approve / Authorize related changes. |
16+
| Control Owner | Defaults to the person that creates the control, but can be changed.<br />Receives alerts when a violation occurs.<br />May be a Change Request Approver to Pre-approve / Authorize related changes. |
17+
| Control Assignee | Manages the process risk.<br />Receives alerts when a violation occurs.<br />Approves Change Requests to Pre-approve / Authorize related changes. |
18+
| Process Owner | Owns the Process and associated material risk.<br />Receives alerts when a violation occurs.<br />Receives periodic control reports.<br />Approves Change Requests to Pre-approve / Authorize related changes. |
1919

2020
## Control/Search Examples
2121

22-
| | |
22+
| Control/Search | Description |
2323
| -------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
24-
| Record Control | - Tracks all changes to the record (Customer, Vendor, Employee, Item) - Any changes trigger a violation record / alert. |
25-
| Record Field Control | - Tracks changes to specified fields in a record. - Changes on the specified fields trigger a violation record / alert. |
26-
| Transactional Data Control | - Tracks changes to transaction records and events - Search types may be Journal entries, Checks, Bills, etc. - This data type can be monitored as a whole (i.e. any changes - additions, modifications, deletions), or specified (e.g. only Journal entries that have been modified after being approved, or journal entries entered and approved by the same user, or list of ad-hoc checks only etc). |
24+
| Record Control | Tracks all changes to the record (Customer, Vendor, Employee, Item)<br />Any changes trigger a violation record / alert. |
25+
| Record Field Control | Tracks changes to specified fields in a record.<br />Changes on the specified fields trigger a violation record / alert. |
26+
| Transactional Data Control | Tracks changes to transaction records and events<br />Search types may be Journal entries, Checks, Bills, etc.<br />This data type can be monitored as a whole (i.e. any changes<br />additions, modifications, deletions), or specified (e.g. only Journal entries that have been modified after being approved, or journal entries entered and approved by the same user, or list of ad-hoc checks only etc). |

‎docs/platgovnetsuite/agent/agent_supported_records.md‎

Lines changed: 27 additions & 53 deletions
Original file line numberDiff line numberDiff line change
@@ -8,56 +8,30 @@ sidebar_position: 20
88

99
Records supported by Agent searches and controls:
1010

11-
> Account
12-
>
13-
> Accounting Period
14-
>
15-
> Amortization Schedule
16-
>
17-
> Billing Schedule
18-
>
19-
> Bins
20-
>
21-
> Case
22-
>
23-
> Contact
24-
>
25-
> Customer
26-
>
27-
> Department
28-
>
29-
> Deleted Record
30-
>
31-
> Employee
32-
>
33-
> Entity
34-
>
35-
> Planned Standard Cost
36-
>
37-
> Roles
38-
>
39-
> Project
40-
>
41-
> Item
42-
>
43-
> Item Demand Plan
44-
>
45-
> Item Supply Plan
46-
>
47-
> Location
48-
>
49-
> Manufacturing Planned Time
50-
>
51-
> Saved Search
52-
>
53-
> Script
54-
>
55-
> Script Deployment
56-
>
57-
> Tax Group
58-
>
59-
> Transactions
60-
>
61-
> Vendor
62-
>
63-
> Workflow
11+
Account<br />
12+
Accounting Period<br />
13+
Amortization Schedule<br />
14+
Billing Schedule<br />
15+
Bins<br />
16+
Case<br />
17+
Contact<br />
18+
Customer<br />
19+
Department<br />
20+
Deleted Record<br />
21+
Employee<br />
22+
Entity<br />
23+
Planned Standard Cost<br />
24+
Roles<br />
25+
Project<br />
26+
Item<br />
27+
Item Demand Plan<br />
28+
Item Supply Plan<br />
29+
Location<br />
30+
Manufacturing Planned Time<br />
31+
Saved Search<br />
32+
Script<br />
33+
Script Deployment<br />
34+
Tax Group<br />
35+
Transactions<br />
36+
Vendor<br />
37+
Workflow

‎docs/platgovnetsuite/automatedsearchcleanup/automated_search_cleanup.md‎

Lines changed: 2 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -9,8 +9,10 @@ sidebar_position: 60
99
The Automated Search Clean Up feature runs as scheduled, or on demand, using custom rules to find
1010
and manage Saved Searches. Accumulated searches contribute to inefficiency in NetSuite accounts.
1111

12+
:::note
1213
Review the [Automated Search Clean Up Considerations](/docs/platgovnetsuite/automatedsearchcleanup/automated_search_cleanup_considerations.md)
1314
prior to using this feature.
15+
:::
1416

1517
Saved Searches are powerful customizations used throughout NetSuite and interconnected to other
1618
customizations. As user-created Saved Searches proliferate, NetSuite accounts become inefficient and

0 commit comments

Comments
 (0)