NetSuite Customer Creativity Presentation with Cologix

Lisa Crouch, a member of the user group and the VP of Business Architecture at Cologix, Inc. will be showing off some of the great customizations they have done.

Consolidated Invoice User Interface – invoicing tool that consolidates the NS invoices for a single recurring bill each month
Cologix Command – alarm management from an outside system, customer inventory from NetSuite, customer case notifications, and customer usage management to check for peak overages
Customer Portal – inventory management, ordering pass through, case management, invoice history
KPI charts – built for Sales and Operations
Even if you don’t have use for these solutions in your operations, we are hoping that it will get your creative juices flowing for the great things that you can do in your environment!

Budgets in NetSuite – 3 Ways!

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

Custom Fields and Records

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
  • Custom record form customization
  • Creating child and parent records
  • Searches and reports on custom records

As this was prior to recording meetings, please download meeting notes below.