Inventory and Advanced Inventory

Cory Anderson of Eide Bailly and Margie Komninos of PlantScan Corporation (a manufacturing company) will present Inventory and Advanced Inventory functionality in NetSuite. Our main focus will be around physical inventory. The intended audiences are those new to NetSuite Inventory and those that have been using it, but want to understand some of the more complex areas of inventory associated with manufacturing. The list of planned topics includes:

  • Different Type of Inventory
  • Elements of an Item Record
  • Warehouse Locations
  • Inventory Adjustments vs Inventory Worksheets
  • Reorder points, preferred stock levels, auto calc, …
  • Purchase Order to Payment Process
  • Drop Shipping and Special Order Inventory
  • Landed Cost
  • Assembly / Serialized Assembly Items
  • Phantom vs Stock Items
  • Useful Pages for Managing Inventory
  • Work Orders and Assembly Builds
  • Planned vs Released Word Orders to Identify Shortages

NetSuite Accounting Spotlight

Once a year we focus on all things accounting.  For our July meeting, Dana Larson will be presenting on some core accounting topics that will be helpful to anyone responsible for this area of the business. The Standard report customization will be relevant for anyone customizing standard reports in NetSuite. 

  • Date vs. Period Reporting
  • Account Registers
  • Journal Entries
  • Advanced Intercompany Journal Entries
  • Amortization Schedules
  • Standard Financial Reports
  • Customizing Financial Reports

SuiteTax, Advanced PDFs, and 2021.1 Update Overview

This meeting is a three-part meeting addressing two specific areas of NetSuite.

SuiteTax – This hour we will discuss how how NetSuite handles sales tax, including the Legacy Tax Solution, SuiteTax and alternative tax engines when SuiteTax isn’t robust enough.

Advanced PDFs – This hour we will discuss how to setup and start using the highly customizable Advanced PDF Printing templates. Starting with the basics, you’ll learn how to set standard transaction forms to use Advanced PDFs, how to start customizing Advanced PDFs with the WYSIWYG editor versus the source code mode, and then touch on some more advanced capabilities.

2021.1 Release Overview We will review what new features are coming out with the new 2021.1. Some of the new features include improvements to the shipping process as well as improved intercompany functionality in the Payables module.

Cash – How to Get Paid in NetSuite

It can be a challenge figuring out how to get cash in the quickest and most efficient way.  In this session, we will explore various NetSuite tools that help make the process easier.  We will start by an overview of Netsuite’s Order to Cash process, and then dive in where receiving cash comes into play. We will also touch on other aspects of the collection process such as dunning, credit cards, ACH and lockbox.  This session is ideal for all levels of NetSuite users who are interested in exploring different ways NetSuite handles incoming cash. This session will be presented by a variety of people with expertise in each of the topics being presented.

NetSuite Saved Searches A-Z

Gary Kangas from {b}bresatech will share methods of searching and displaying data in NetSuite using the powerful “Saved Search” tool. We will explore the basics and also learn how to use the more advanced features of NetSuite’s searching capability. We will also look at all the cool ways that you can use saved searches in NetSuite beyond generating reports. Any NetSuite user or administrator, beginner to advanced, will find this useful. Even if you aren’t creating the saved searches yourself you will learn what you can and can’t do with them.

Customizing NetSuite

Cory Anderson, from Eide Bailly, presents Customizing NetSuite. We will cover some of the basic and essential customizations possible in NetSuite as well as a few advanced topics. This meeting is designed for any NetSuite administrator or power user and will provide insight on how to customize NetSuite for your company’s users and business processes. Beginner and seasoned NetSuite users will find valuable takeaways to help them get the most out of NetSuite for their businesses.

* Custom Lists
* Custom Fields
* Custom Records
* Customizing Forms (screen and print)

SuiteScript for Non Scripters

Mike Kachline from Vertafore presented “SuiteScript for Non Scripters”. In this meeting, we will cover the basics about SuiteScript. What is it? How is it used in Netsuite? Ultimately with the goal of “How do I identify and manage  scripts in Netsuite?” Though this meeting is primarily geared for people who know nothing about scripting, there will surely be some tidbits that even some Netsuite Developers could pick up!


Gavin Davidson, NetSuite Product Manager, presented a summary of 2020.2 updates.

Suitescript for Non-Scripters
* What is “SuiteScript”?
* How do scripts work?
* When should you use a script?
* Where are scripts found?
* Which scripts are running?
* How to disable/enable scripts.
* Script logs
* Script Performance Monitor