Alexis Matson from RSM will discuss how to manage roles, including adding, updating and managing permissions, creating custom centers and creating and managing dashboards. She will cover these topics both from the perspective of an administrator managing items for a group of people as well as individual users who may want to change the look and feel of their dashboards. Any NetSuite user or administrator, beginner to advanced, will find this useful. Even if you aren’t creating dashboards, centers or roles yourself you will learn what you can and can’t do with them.

Cory Anderson of Eide Bailly and Margie Komninos of PlantScan Corporation (a manufacturing company) will present Inventory and Advanced Inventory functionality in NetSuite. Our main focus will be around 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 Type of Inventory
• Elements of an Item Record
• Warehouse Locations
• Inventory Adjustments vs Inventory Worksheets
• Reorder points, preferred stock levels, auto calc, …
• Purchase Order to Payment Process
• Drop Shipping and Special Order Inventory
• Landed Cost
• Assembly / Serialized Assembly Items
• Phantom vs Stock Items
• Useful Pages for Managing Inventory
• Work Orders and Assembly Builds
• Planned vs Released Word Orders to Identify Shortages

Once a year we focus on all things accounting.  For our July meeting, Dana Larson will be presenting on some core accounting topics that will be helpful to anyone responsible for this area of the business. The Standard report customization will be relevant for anyone customizing standard reports in NetSuite. 

• Date vs. Period Reporting
• Account Registers
• Journal Entries
• Advanced Intercompany Journal Entries
• Amortization Schedules
• Standard Financial Reports
• Customizing Financial Reports

It can be a challenge figuring out how to get cash in the quickest and most efficient way.  In this session, we will explore various NetSuite tools that help make the process easier.  We will start by an overview of Netsuite’s Order to Cash process, and then dive in where receiving cash comes into play. We will also touch on other aspects of the collection process such as dunning, credit cards, ACH and lockbox.  This session is ideal for all levels of NetSuite users who are interested in exploring different ways NetSuite handles incoming cash. This session will be presented by a variety of people with expertise in each of the topics being presented.

Gary Kangas from {b}bresatech will share methods of searching and displaying data in NetSuite using the powerful “Saved Search” tool. We will explore the basics and also learn how to use the more advanced features of NetSuite’s searching capability. We will also look at all the cool ways that you can use saved searches in NetSuite beyond generating reports. 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.

Cory Anderson, from Eide Bailly, presents Customizing NetSuite. We will cover 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 will find valuable takeaways to help them get the most out of NetSuite for their businesses.

* Custom Lists
* Custom Fields
* Custom Records
* Customizing Forms (screen and print)