The video recording, slides, and handouts from all past meetings.
Dana Larson from Eide Bailly goes over standard reporting and saved searches in NetSuite. Presentation slides are available for download below the video.
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!
In this session Margie takes us through inventory as it relates to manufacturing. Bill Gaertner from the Colorado State Land Board demonstrates an alternate use of inventory in NetSuite. His presentation slides are available below.
This morning session covers all of the basics of using inventory NetSuite including inventory types and using inventory. Presentation slides are available to download below the video.
Using Searches and Reports in Netsuite, as presented by Netsuite themselves. Also a brief roadmap of the future of searching and reporting in Netsuite.
Various Netsuite Bundles which are useful and worth knowing about.
Overview on using (CRM) Cases in Netsuite.
Using Saved Searches in Netsuite
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
The multiple budgets that are included with Advanced Financials and OneWorld
Adaptive Planning – the complementary product
Rocky Mountain NetSuite User Group 