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.
Category: Meetings
The video recording, slides, and handouts from all past meetings.
NetSuite Modules, Free Bundles/SuiteApps, Free SuiteSolutions, and 2019.2 Release Highlights
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.
All About Inventory
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
- Warehouse Locations
- Importing and Exporting as it relates to Inventory
- Inventory Management
- Purchase Order to Payment Process
- Drop Shipping and Special Order Inventory
- Landed Cost
- 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
- Inventory Adjustments / Worksheets
NetSuite Month End Close, Bank Recs, and Allocations
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.
Presentation slides are available below the video
NetSuite CRM and Sales Force Automation – 5/15/2019 Meeting
PowerPoints are available below the video.
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.
NetSuite Advanced PDF and HTML Templates
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 implement these.
NetSuite 2019.1 Updates
Learn about some of the most important 2019.1 software release updates here:
NetSuite Marketing Automation
Presentation slides available at bottom of post
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.
Marketing Automation
-Lead Capture
-Subscription Management
-Preparing Email Campaigns
-Executing Campaigns
-Lead Nurturing Campaigns
-Campaign Analysis
-Alternative Options for Automated Marketing
NetSuite Advanced Saved Searches
We frequently get requests for a deeper dive into Saved Searches. We are so pleased that Jamie Perry from Allegion has agreed to walk us through this. Anyone who creates saved searches or who supervises those who create them will find this topic valuable.
- Where Saved Searches Are Used
- Best Practices
- Highlighting and Filtering
- Functions
- Grouping
- Summaries
- Use summary data in the criteria
- When Ordered By
- Formulas – simple ones
- Formulas with SQL Functions
- HTML Formatting Results
NetSuite Customization
At this meeting, David Jarrell walks us through NetSuite customization options. Learn how to get the most out of NetSuite by customizing multiple aspects to fit your business needs.
- Fields
- Lists
- Records
- Tabs
- Centers
NetSuite Customization Do’s and Don’t’s
CUSTOM FIELDS
Do – use unique field script ids (goes for everything with an id)
Do – fill in the Description and Inline Help boxes
Do – use thoughtful field names (consider prefixes like “Matrix-“)
Don’t – make fields applicable to any more records than necessary
Don’t – check the Global Search box unless you really need to
Don’t – use a display type other than Normal unless you know what you’re doing and you’ve tested it. It will bite you.
Don’t – use Mandatory. Use Workflows for that instead. It will bite you.
CUSTOM LISTS
Do – use a naming scheme for your lists
Do – standardize your list values
CUSTOM RECORDS
Do – use when you need to approximately 3 or more pieces of data related to a specific record or record type
Do – use when you need to store information with a one-to-many relationship
Do – replace your Excel spreadsheets and Access databases with custom records
Do – use custom records to store information related to NetSuite data
Do – be careful with permissions to your record
Do – enable System Notes
Don’t – make frequent use of “Include Name Field”
Don’t – forget to customize the form for your record if UI access is allowed
Don’t – make frequent use of “Include Name Field”
Don’t – forget to customize the form for your record if UI access is allowed
CUSTOM CENTERS, TABS, CATEGORIES AND LINKS
Do – appreciate the amount of effort required for Custom Centers. User profiles and roles will have to be rebuilt.
Do – build one tab at a time and assign it only to yourself while building it.
Do – use tabs to post training content
Do – remember that Links don’t have to link to NetSuite – they can link outside of NetSuite too
