The video recording, slides, and handouts from all past meetings.
Audrey Gruidl and Brian Schmidt from Bridgepoint Consulting will be presenting on the topics of:
This meeting focused on Suite Analytics Workbooks. Julien Le Bars from Oracle NetSuite discusses Workbook features such as Datasets, Table Views, Pivot Tables, Chart and Graphs and Dashboard Visualizations as well as presenting practical use cases. This meeting is designed for users of all levels.
This meeting is focused on the variety of tools that users have to manage NetSuite transactions that deal with Cash. Cory Anderson, Mike Kachline, Dana Larson and Margie Komninos will present an overview of transactions that impact cash as well as dive into Cash Application Management, Cash 360, Payment Link, ACH/DD, Credit Card Processing, Dunning and dealing with lockboxes. This meeting is designed for users of all levels.
This meeting is focused on the Inventory Management functions in NetSuite. Gerry Dewil and Mike Farina from Oracle NetSuite will cover Supply Planning, Supply Allocation and Item 360. They cover the functionality of these three products and learn how they supplement each other, allowing the user to have a 360 degree view of the supply chain.
Presented by Dana Larson
This meeting is focused on the Basic Accounting Functions in NetSuite and how to leverage NetSuite to do more of the work for you. Dana Larson of Dana Larson Consulting will cover Journals, AR, AP, Amortizations, Memorized Transactions, Bank Recs, Dashboard hints, and Reporting tips meant to make your life easier. Although the content may be more directed at newer users, even seasoned NetSuite veterans might pick up some tips and tricks.
Gerry Dewil and Ali Omac, Solution Specialists at NetSuite’s Demo organization, presented the Project Management business flow. They reviewed NetSuite Project records from a Services and Products angle, covering topics such as base Project Management, SuiteProjects and add-ons like Project 360, the Purchase to Project SuiteApp, and the Project Classification SuiteApp. They also explained supplementary bundles like Resource Allocations and Skill Sets.
Margie Komninos from PlantScan Corporation reviewed the Procure to Pay (P2P) process in NetSuite. We will explore the basics from a Purchase Order (PO) creation to Item Receipt to Vendor Bill and Bill Payment. We will look at important fields in the related records (Vendor, Item, and Employee). We will also touch on the difference between a drop-ship and standard PO, purchasing items vs non inventory items, approval process options, vendor prepayments, creating a PO from a SO, vendor returns, purchase requests vs requisitions, key reports and blanket order PO option. Any NetSuite user involved in the P2P process or administrator, beginner to seasoned users, should find value in this session.
I.B. Stottlemyer from Oracle NetSuite shared methods of searching and displaying data in NetSuite using the powerful “Saved Search” tool. This meeting explores the basics and also learn how to use the more advanced features of NetSuite’s searching capability. 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.
Sarah Muha of RSM US LLP presented on Supply Chain Process capabilities native to NetSuite. This meeting is intended to provide users already on NetSuite a foundational understanding of what features they can leverage within NetSuite to gain increased visibility and control to overall Supply Chain Process and Inventory Management processes. The presentation covers such key points such as basic sales driven demand, manufacturing activity and inventory management.
Cory Anderson of Cory Anderson Consulting presents Customizing NetSuite. He covers 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 alike will find valuable takeaways to help them get the most out of NetSuite for their businesses. We will be covering, custom fields, custom lists, customizing forms (screen and printing options), and custom records. Margie Komninos of PlantScan Corporation will present Custom Segments in the Tips & Tricks section.”
Rocky Mountain NetSuite User Group 