Saved Search Tips and Tricks presented by Rick Cobb at the November 2020 meeting.
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Customizing NetSuite
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)
SuiteScript for Non Scripters
Mike Kachline from Vertafore presented “SuiteScript for Non Scripters”. In this meeting, we will cover the basics about SuiteScript. What is it? How is it used in Netsuite? Ultimately with the goal of “How do I identify and manage scripts in Netsuite?” Though this meeting is primarily geared for people who know nothing about scripting, there will surely be some tidbits that even some Netsuite Developers could pick up!
Gavin Davidson, NetSuite Product Manager, presented a summary of 2020.2 updates.
Suitescript for Non-Scripters
* What is “SuiteScript”?
* How do scripts work?
* When should you use a script?
* Where are scripts found?
* Which scripts are running?
* How to disable/enable scripts.
* Script logs
* Script Performance Monitor
NetSuite 101 – Back to Basics
Dana Larson from Dana Larson Consulting will be presenting 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!
- General Navigation and Preferences
- Global Search
- How to get Help
- Custom Forms and Permissions
- Lists and in-line Editing
- Print Checks and Forms
- Reminders
- Overview on Reporting Options
Download the meeting slides here:
Workflow Overview: Extending NetSuite with SuiteFlow
Alex Kopischke from RSM will be presenting Workflow Overview: Extending NetSuite with SuiteFlow. This meeting will cover when to use SuiteFlow, discuss the various aspects of SuiteFlow and show how easy it is to create a workflow in NetSuite. For anyone who is interested in incorporating the control available in workflows into their organization, this meeting is a great start.
Download Presentation Slides Here:
Revenue Recognition in NetSuite – RMNSUG Meeting 3/18/2020
Mike Kachline from Vertafore, Inc will give an introduction to “Revenue” within Netsuite. Starting at “What is Revenue?”, we will walk through ways that revenue can be recognized within Netsuite, starting simple, and working our way to an overview of how Netsuite’s “Advanced Revenue Management” (aka “ARM”) works. Anyone interested in learning more about Netsuite “Revenue”, or, those who are curious as to how ARM works, will find this talk beneficial.
Casey Johnson from Doozy Solutions will be discussing the updates in the NetSuite 2020.1 release.
Presentation Slides available here:
SuiteAnalytics Workbooks – RMNSUG Meeting 1/15/2020
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.
How to store a dynamic field on a record – from 1/15/2020 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.
NetSuite “Copy to Account” Feature
Margie Komninos shared some tips and tricks about the new Copy to Account feature in NetSuite.
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.
