Skip to content

Fixed Tables, Notes and Subheadings #125

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Merged
merged 1 commit into from
Jul 22, 2025
Merged

Fixed Tables, Notes and Subheadings #125

Show file tree
Hide file tree
Changes from all commits
Commits
Show all changes
1 commit
Select commit
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
6 changes: 3 additions & 3 deletions docs/platgovnetsuite/agent/agent_creating_preapproved_change_request.md
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -21,11 +21,11 @@ Here are the steps to create a pre-approved change request for a control:
loose approval criteria.

| Pattern | Description |
| ------------- | ---------------------------------------- | ---------------------------------------------------- | ---------------------------------------------------------------------------------------------- |
| --- | --- |
| Value1 | Value1 must exist in the Diff |
| Value1,Value2 | Value1 AND Value2 must exist in the Diff |
| Value1,Value2 | Value3 | Value1 AND (Value2 OR Value3) must exist in the Diff |
| Value1,Value2 | Value3; Value4,Value5 | Value6 | -( Value1 AND (Value2 OR Value3) ) OR ( Value4 AND (Value5 OR Value6) ) must exist in the Diff |
| Value1,Value2 \|Value3 | Value1 AND (Value2 OR Value3) must exist in the Diff |
| Value1,Value2\|Value3;Value4,Value5\|Value6 | -( Value1 AND (Value2 OR Value3) ) OR ( Value4 AND (Value5 OR Value6) ) must exist in the Diff |

4. Click **In Progress** to advance the status bar.
5. Click **Save**.
Expand Down
1 change: 1 addition & 0 deletions docs/platgovnetsuite/agent/agent_example_set_control.md
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -28,6 +28,7 @@ Here is the process to create a control to monitor changes:
| Formula (Numeric) | Select **less than** for Formula (Numeric) Enter **0** for Value | is less than 0 | **\{datecreated\}-\{lastmodifieddate\}** |
| System Notes Fields | Select **Field** Select **any of** Click **Purchase Approval Limit** Ctrl-Click **Purchase Limit** | Is any of Purchase Approval Limit, Purchase Limit | |
| System Notes Fields | Select **Date** Select **on or after** Select **yesterday** | is on or after yesterday | |

| Field | Summary Type |
| --- | --- |
| Name | Group |
Expand Down
16 changes: 8 additions & 8 deletions docs/platgovnetsuite/agent/agent_getting_started.md
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -11,16 +11,16 @@ controls / searches you need.

## Role Examples

| | |
| Role | Description |
| ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 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. |
| Control Assignee | - Manages the process risk. - Receives alerts when a violation occurs. - Approves Change Requests to Pre-approve / Authorize related changes. |
| 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. |
| 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. |
| Control Assignee | Manages the process risk.<br />Receives alerts when a violation occurs.<br />Approves Change Requests to Pre-approve / Authorize related changes. |
| 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. |

## Control/Search Examples

| | |
| Control/Search | Description |
| -------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Record Control | - Tracks all changes to the record (Customer, Vendor, Employee, Item) - Any changes trigger a violation record / alert. |
| Record Field Control | - Tracks changes to specified fields in a record. - Changes on the specified fields trigger a violation record / alert. |
| 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). |
| Record Control | Tracks all changes to the record (Customer, Vendor, Employee, Item)<br />Any changes trigger a violation record / alert. |
| Record Field Control | Tracks changes to specified fields in a record.<br />Changes on the specified fields trigger a violation record / alert. |
| 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). |
80 changes: 27 additions & 53 deletions docs/platgovnetsuite/agent/agent_supported_records.md
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -8,56 +8,30 @@ sidebar_position: 20

Records supported by Agent searches and controls:

> Account
>
> Accounting Period
>
> Amortization Schedule
>
> Billing Schedule
>
> Bins
>
> Case
>
> Contact
>
> Customer
>
> Department
>
> Deleted Record
>
> Employee
>
> Entity
>
> Planned Standard Cost
>
> Roles
>
> Project
>
> Item
>
> Item Demand Plan
>
> Item Supply Plan
>
> Location
>
> Manufacturing Planned Time
>
> Saved Search
>
> Script
>
> Script Deployment
>
> Tax Group
>
> Transactions
>
> Vendor
>
> Workflow
Account<br />
Accounting Period<br />
Amortization Schedule<br />
Billing Schedule<br />
Bins<br />
Case<br />
Contact<br />
Customer<br />
Department<br />
Deleted Record<br />
Employee<br />
Entity<br />
Planned Standard Cost<br />
Roles<br />
Project<br />
Item<br />
Item Demand Plan<br />
Item Supply Plan<br />
Location<br />
Manufacturing Planned Time<br />
Saved Search<br />
Script<br />
Script Deployment<br />
Tax Group<br />
Transactions<br />
Vendor<br />
Workflow
2 changes: 2 additions & 0 deletions docs/platgovnetsuite/automatedsearchcleanup/automated_search_cleanup.md
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -9,8 +9,10 @@ sidebar_position: 60
The Automated Search Clean Up feature runs as scheduled, or on demand, using custom rules to find
and manage Saved Searches. Accumulated searches contribute to inefficiency in NetSuite accounts.

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

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