All of the Tips & Tricks that have been presented at our meetings.
Peter Ries from NetSuite presents on the topic of Saved Searches. Topics covered in this presentation:
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.
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.”
Dana Larson from Dana Larson Consulting presented NetSuite 101 – Back to Basics. This meeting is a great meeting for folks who are new to NetSuite, as well as for those who have been using NetSuite for a while but could use a refresher on the basics. Even seasoned users might find pearls in this presentation!
Margie Komninos of Plantscan shows how to create custom sublists leveraging saved searches in NetSuite.
Saved Search Tips and Tricks presented by Rick Cobb at the November 2020 meeting.
This Tip & Trick from Cory Anderson describes the process to calculate a value with a saved search and store that value on a record in NetSuite. Download the slides below.
Margie Komninos shared some tips and tricks about the new Copy to Account feature in NetSuite.
Rocky Mountain NetSuite User Group 