Our board president, Cory Anderson with AvidMax, will walk us all the way through the Netsuite Marketing Automation system starting with capturing a lead, marketing to leads, and then analyzing a marketing campaign. This meeting will be focused around email marketing but will give a general understanding of Netsuite campaigns that can be applied to other campaign types. Any Netsuite user that would like to understand NetSuite’s powerful marketing functions and how they can put them to use to generate leads, customers, and sales. Only a basic understanding of marketing principles is necessary to be able to use the information presented.
We will review 3 different ways to provide budgets in NetSuite: using standard NetSuite functionality, using the multiple budgets included with Advanced Financials and OneWorld, and using Adaptive Planning (a complementary NetSuite product). Presented by Paul Thompson of Hein & Associates (now Moss Adams) and Dana Larson of Eide Bailly.
Simple budgeting included in the standard Financials module
How to add a simple budget in NetSuite
How to import a budget from a spreadsheet
Available classifications for my budget
The multiple budgets that are included with Advanced Financials and OneWorld
How multiple budgets work
How the local vs. global budgets in OneWorld work
Adaptive Planning – the complementary product
Benefits of using Adaptive Planning?
What functionality can be gained by adding this to NetSuite
Sam Stetler of SolidFire will be presenting. Custom fields and records are a perfect solution for keeping track of your own data in NetSuite or for viewing data of one type, in transactions of a different type. To demonstrate the functionality, we will build a very basic real world contract tracking system during the presentation. This information should give you a jump start to making NetSuite more useful for your end-users and hopefully make you the office hero.
Custom Fields – basic to advanced
How to create custom fields
Understanding custom field types
Understanding List/Records and Record is Parent field
Custom fields validation and defaulting options, including saved searches
Custom fields sourcing and filtering options
Custom Records – basic to advance
When custom records should be used
How to create custom records
How to provide user access to custom records through global search and through center menus
This meeting will be a round-table troubleshooting, best practices, and problem solving session focusing on inventory issues. Come armed with your questions, problems, and your knowledge with managing your inventory in NetSuite. In this group session, we will try to help you find a solution and provide best practices. We’re e not guaranteeing solutions, but we will definitely do our best. And while you’re there, you can help other members with their issues and learn from those discussions! Past board member, Steve Cramer of Eide Bailly, and current board member, Margie Komninos of PlantScan, have each been using NetSuite Inventory for over 10 years — including many of the topics listed below
Assembly Item Records and Bill of Materials
BOM/Component Where Used Inquiry
Serialized Inventory vs. Non-Serialized Inventory
Inventory Adjustments, Inventory Worksheets
Multiple Location Inventory
Multiple Units of Measure
As this was prior to recording meetings and it was a round-table there is not a slide deck. However, there are meeting notes. Please download meeting notes below.
Mark Walker of Strongpoint (previously FloDocs) will be flying in from Canada to present to our group. Strongpoint/FLODocs™is the leading documentation and customization management tool for NetSuite. Strongpoint/FLODocs™ automatically documents customizations in your account. The unique tools enable you to understand the customizations in your account and to develop easy to understand process documents right in NetSuite.
Introduction – Why do we need automated documentation?
How it works – Set it up and forget it.
Cleaning up your account – how to identify and remove unused customizations.
Change Management -Find out what is going to break before you change it.
Compliance – being ready for auditors.
Process Documentation – less is more and more achievable.
We are pleased to have Daniel Matyas present. He is the NetSuite product manager for Advanced Printing (Advanced PDF/HTML) . Although part of this sounds very technical, we believe that everyone can benefit from this discussion.
Feature Introduction – goal of advanced printing; feature activation; customization of standard templates
Main Screen – properties dialog
Printing Template Editor –
new element & styles tabs; standard elements & interactions;
interactive tabs; field drag & drop, UI Freemarker interactions;
header/footer, table insert/remove/edit; adding new fields, field
selector; Freemarker syntax
Source Code Editor – iteration over sublist items
Printing from SuiteScript – data source creation; load template from file cabinet; create PDF as downloadable