Alex Kopischke from RSM will be presenting Workflow Overview: Extending NetSuite with SuiteFlow. This meeting will cover when to use SuiteFlow, discuss the various aspects of SuiteFlow and show how easy it is to create a workflow in NetSuite. For anyone who is interested in incorporating the control available in workflows into their organization, this meeting is a great start.
Mike Kachline from Vertafore, Inc will give an introduction to “Revenue” within Netsuite. Starting at “What is Revenue?”, we will walk through ways that revenue can be recognized within Netsuite, starting simple, and working our way to an overview of how Netsuite’s “Advanced Revenue Management” (aka “ARM”) works. Anyone interested in learning more about Netsuite “Revenue”, or, those who are curious as to how ARM works, will find this talk beneficial.
Casey Johnson from Doozy Solutions will be discussing the updates in the NetSuite 2020.1 release.
Jeremy King, from Doozy Solutions, will take us on a tour of the new SuiteAnalytics Workbook module in NetSuite. With SuiteAnalytics Workbook, you can create highly customizable workbooks that combine queries, pivot tables, and charts using a single tool which accesses data directly from the underlying records in NetSuite. Anyone interested in getting more from the data in NetSuite will benefit from this meeting. Users who have experience with Saved Searches will likely benefit the most.
In this month’s meeting, Chris McCarthy, a Solution Engineer with Eide Bailly, will be discussing and demonstrating the differences between modules, bundles/SuiteApps, and SuiteSolutions. He will describe the value that these options can bring to your company. The intended audiences are those looking to gain a better understanding of the differences between modules, bundles and SuiteSolutions, understand what each comes with, and the ramifications of implementing them.
Also, Cory Anderson will discuss some of the exciting updates that happened with NetSuite’s fall release 2019.2.
Presentation slides are available below the video.
Cory Anderson of Eide Bailly and Margie Komninos of PlantScan Corporation (a manufacturing company) present on Inventory and Advanced Inventory functionality in NetSuite. Our main focus will be around physical inventory, however we will also briefly discuss non-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 Types of Inventory
Elements of an Item Record
Importing and Exporting as it relates to Inventory
Purchase Order to Payment Process
Drop Shipping and Special Order Inventory
Assembly / Serialized Assembly Items
Useful Pages: Component where Used Inquiry, Order Items, Bill of Materials Inquiry, Review Negative Inventory
Work Orders and Assembly Builds
Planned vs Released Word Orders to Identify Shortages
Dana Larson with Eide Bailly goes over the month end close and bank reconciliations included in core NetSuite. She will also talk about the allocations functionality that is included in the Advanced Financials module. Although we believe there are nuggets for everyone, the accounting team will find the most benefit from this discussion.
In this month’s meeting, Cory Anderson shares exciting news he picked up at SuiteWorld. Margie Komninos with PlantScan gave an overview of the customer support management capabilities that are native in NetSuite. Then Dana Larson with Eide Bailly gave an overview of how to create leads, turn opportunities and estimates into sales orders and run forecasting reports. Since this is functionality that is already included in your NetSuite licensing (unless you have Financials Only), we think everyone can benefit from this discussion.
In this month’s meeting, our board member, Mike Kachline
with Vertafore, will walk us through what Netsuite “Advanced HTML and
PDF templates” are, how they can be used, and how they are created. This
presentation will be well suited for non-developers who want a better
understanding of the kinds of business problems which can be solved
using Advanced HTML/PDF templates. Since we will cover an example
template, you will also get an idea of the “technical chops” needed to
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.