User Guide - NetSuite OpenAir

1 user GuideOctober 13, 2018 Copyright 2013, 2018, Oracle and/or its affiliates. All rights reserved. This software and related documentation are provided under a license agreement containingrestrictions on use and disclosure and are protected by intellectual property laws. Except as expresslypermitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate,broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in anyform, or by any means. Reverse engineering, disassembly, or decompilation of this software, unlessrequired by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

2 If this is software or related documentation that is delivered to the Government or anyonelicensing it on behalf of the Government, then the following notice is applicable: GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software,any programs installed on the hardware, and/or documentation, delivered to Government endusers are "commercial computer software" pursuant to the applicable Federal Acquisition Regulationand agency-specific supplemental regulations. As such, use, duplication, disclosure, modification,and adaptation of the programs, including any operating system, integrated software, any programsinstalled on the hardware, and/or documentation, shall be subject to license terms and licenserestrictions applicable to the programs.

3 No other rights are granted to the Government. This software or hardware is developed for general use in a variety of information managementapplications. It is not developed or intended for use in any inherently dangerous applications, includingapplications that may create a risk of personal injury. If you use this software or hardware in dangerousapplications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, andother measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for anydamages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may betrademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation.

4 All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARCI nternational, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks orregistered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software or hardware and documentation may provide access to or information about content,products, and services from third parties. Oracle Corporation and its affiliates are not responsiblefor and expressly disclaim all warranties of any kind with respect to third-party content, products,and services unless otherwise set forth in an applicable agreement between you and Oracle. OracleCorporation and its affiliates will not be responsible for any loss, costs, or damages incurred due toyour access to or use of third-party content, products, or services, except as set forth in an applicableagreement between you and European Union General Data ProtectionRegulation (GDPR)The EU General Data Protection Regulation is a new privacy regulation with comprehensive privacyand security requirements intended to strengthen and unify data protection for individuals withinthe European Union ( EU ).

5 The GDPR was adopted by the European Parliament in April 2016 and willbecome effective on May 25, 2018. Built on established and widely accepted privacy principles suchas purpose limitation, lawfulness, transparency, integrity and confidentiality, the GDPR strengthensexisting privacy and security requirements, including requirements for notice & consent, technical andoperational security measures, and cross-border data flow of ContentsIntroducing OpenAir .. 1 Navigation .. 3 user Center .. 4 View Button .. 4 Sidebar .. 5 Canvas .. 6 List View .. 7 Form .. 10 Home / Dashboard .. 14 Calendars .. 18 Reports .. 19 Report Management and Report Editor .. 20 Creating a New Report .. 25 Editing Reports in the Report Editor.

6 27 Grids .. 29 Personal Settings .. 32 General .. 32 Optional Features .. 32 Time Settings .. 33 Regional Settings .. 33 Print Settings .. 34 Page Layout .. 34 Dashboard Options .. 34 Timesheet Options .. 35 Expenses Options .. 36 Invoices Options .. 37 Projects Options .. 37 Scripting Studio Options .. 38 Display Options .. 40 References .. 49 Terminology .. 49 Icons .. 49 Introducing OpenAir 1 user GuideIntroducing OpenAirOverviewWelcome to OpenAir !This Guide will take you through the OpenAir product and how to use its interface and first step in using OpenAir is to navigate to its website at: page is the OpenAir login screen, where you enter your company and user credentials and startusing login screen contains several different elements:1.

7 Login fields Enter your OpenAir Company ID, user ID, and Password here. You can click SaveIDs on my computer and OpenAir will autofill your Company ID and UserID the next time youopen the page. Click Log in to log into OpenAir with your Access solutions Use these links to get help if you ve forgotten your Company ID, user ID, orPassword. You can also reset your password or unlock your Release notes Click the See more link to access the latest OpenAir release notes. Here youcan find all of the latest changes to the OpenAir application. Release notes are issued/updatedwith every major Release highlights Here you can find highlights of the latest release features. See the Releasenotes for more detailed 2 user GuideNetSuite OpenAir s user interface has been designed for clarity and ease of use, leveraging moderncontrols and responsive design principles.

8 The result is a superior user experience, where you gainmore control over your data and require less effort to get your work FeaturesA number of key features are always available regardless of the screen you are currently working features are context sensitive and adapt following features provide quick access to the NetSuite OpenAir Three tier responsive menu gets you where you need to go. See also FormNavigation and Center Draws together all user access and preference features into a common View Button Allows you to swap quickly between the Standard and Full view. The Full viewhides the Navigation, user Center and the footer to maximize the screen area available todisplay the Create Button draws together all the OpenAir content creation actions into a common Tips Button moves all the OpenAir tips into a more convenient Displays business data, organized into various visual forms for easy and Canvas is the display area for the various screens Form, List View, Grids, Reports.

9 3 user GuideNavigationNavigation is divided into three main navigation The top menu bar allows users to navigate between the available the use of spacing to logically group the navigation The second menu bar allows users to navigate through thefunctionality provided by the Screen specific The third level of navigation is specific to the selected screen and maycontain one or more level of tabs with supporting can be hidden by the View MenuIf there is not sufficient space to display the full menu bar then a continuation .. drop down menu ControlsSee also: Form Navigation Allows you to quickly navigate around a large 4 user Guide Pagination Allows you to quickly navigate within a large List CenterThe user Center draws together all OpenAir user features into a common user Center displays the user name and to the user Center to access the user Center menu.

10 Text size Visual tool to set the text size used in the screens. Personal settings Displays the screen to configure personal settings and optional features. Seethe chapter on Personal Settings for more information. Change Filter set If you have multiple filters sets available, you will have the option to changeyour current filter set. Password Displays the screen to change password and provide password hint. Help Displays the old OpenAir help. Support Displays the support screen where users can access SuiteAnswers, access the UserForum and view guides. Log in as Log in or proxy in as another user . Log out Log out and cancel your user Center can be hidden by the View ButtonThe View button allows you to quickly swap between Standard and Full Button 5 user GuideThe Full view hides the Navigation, user Center and the footer to maximize the screen area available todisplay the Sidebar provides quick access to the most frequently used Sidebar typically contains: Create Button Tips ButtonCreate ButtonThe Create button draws together all the OpenAir content creation actions into a common Search Search is used to located a specific global create action.