Intelligent Item Recommendations: CRM Conversion Workbook, Filters, and Preferences Relocation (2026.1)

NetSuite 2026.1 bundles several changes to Intelligent Item Recommendations (IIR) on transaction records, plus a new SuiteAnalytics workbook for measuring IIR-driven conversions. Most of this is config and UI surface area — there is no new SuiteScript module called out — but admins and anyone scripting against sales preferences need to know that a preference has moved.

What changed

1. New SuiteAnalytics workbook and dataset

A new Intelligent Item Recommendations: CRM Conversion workbook and underlying dataset are now available. The workbook contains three views:

• Recommendation Conversions Table — IIR conversions broken down by date, scenario, employee, customer, transaction, transaction type, and item.
• Estimated Revenue Table — estimated revenue from IIR-driven transactions.
• Daily Estimated Value Area Chart — daily aggregated estimated revenue over a 30-day window.

The dataset tracks transaction lines where an IIR-driven conversion occurred and supports filtering by date range, transaction type, and item value. Oracle does not document the underlying record/search type IDs in this release note — verify the dataset's source record in the Workbook UI before cloning or building custom datasets on top of it.

2. "Available items only" filter in the IIR popup

The IIR popup on Sales Orders, Estimates, and Opportunities now exposes an Available items only toggle. "Available" means in stock or available for backorder. Default behavior is unchanged (all items shown).

3. Customizable result columns

The IIR popup now supports optional columns: Display Name, Unit Price, and Quantity Available. Column selections are configured under Intelligent Item Preferences and apply to both the NetSuite UI and the Customer Center.

4. Popular Item fallback

When no IIRs are returned for a given record, the popup now falls back to a list of "popular items". The release note does not specify the algorithm or governance impact — assume it is server-side and transparent to scripts.

5. Preferences relocated to AI Preferences

This is the change most likely to affect admins and scripts. The Show Intelligent Recommendations button for item recommendations preference (and other Intelligent Recommendations settings) have moved off the legacy Setup > Sales > Sales Preferences page and onto the new Intelligent Recommendations subtab under AI Preferences. Access points are now:

• Administrator: Setup > Company > AI Preferences > Intelligent Recommendations
• Administrator: Commerce > Marketing > Recommendation Preferences
• Sales Manager: Setup > Sales & Marketing Automation > Recommendation Preferences

6. Redwood theme refresh + button rename

The IIR popup and the Recommendation Availability page have been restyled for the Redwood Experience Theme (enabled at Home > Set Preferences > Appearance > Redwood Experience). Independently of theme, the Recommendation button on the item line has been renamed to Alternative Items — this affects any user-facing documentation, training material, or UI automation (Selenium/Playwright/SuiteBot test scripts) that locate the button by label.

What to do

1. Audit any SuiteScript that reads the moved preference. If you have scripts using N/config or nlapiGetContext().getPreference() against the old "Show Intelligent Recommendations button" sales preference, confirm whether the underlying internal preference ID has changed. Oracle does not document the new ID in this release note — load N/config in both USER_PREFERENCES and COMPANY_PREFERENCES contexts in a sandbox after the 2026.1 upgrade and diff against current production.
2. Update UI test automation that targets the "Recommendation" button on item lines — the label is now Alternative Items.
3. Re-test the IIR popup on Sales Order, Estimate, and Opportunity forms in a Redwood-enabled sandbox. Custom forms or client scripts that inject DOM into the popup may break with the restyle.
4. Explore the new dataset in the Workbook UI before building reports. Confirm the source record type and joinable fields, then decide whether to clone the stock workbook or build a custom dataset for your KPI dashboards.
5. Update internal runbooks and admin documentation to point to Setup > Company > AI Preferences for IIR configuration. The old Setup > Sales > Sales Preferences location no longer hosts these settings.
6. Notify Customer Center users if you plan to enable additional IIR columns — the same column choices apply in their portal.

Caveats

This release note is written in business-facing language and does not name a SuiteScript module, REST endpoint, or governance change. There is no indication that N/recordContext, N/query, or the SuiteTalk REST /services/rest/record/v1/salesOrder surface is affected. If you integrate with IIR programmatically (e.g., via SuiteAnalytics Connect against the new dataset), validate column names and data types against the actual workbook source rather than the release note text.