Join Cory Anderson of Stratos ERP Partners for a deep dive into customizing NetSuite to fit the way your business actually works. This session walks through core customization tools, then moves into a few more advanced techniques for those ready to push further.
Whether you’re new to NetSuite administration or a seasoned power user, you’ll leave with practical, applicable takeaways — concrete ways to tailor NetSuite around your users, your processes, and your company’s specific needs.
Dana Larson of Dana Larson Consulting will be covering a variety of topics that could prove helpful for users with little experience and also those who have used NetSuite for years. We hope you can take away a gem to make your life easier!
Cory Anderson of Stratos ERP Partners presents on SuiteFlow, otherwise known as Workflows. This session will provide a comprehensive look at NetSuite’s workflow capabilities — from foundational concepts to real-world automation strategies. Whether you’re new to workflows or looking to expand your existing knowledge, this presentation will offer practical insights and actionable takeaways.
Topics to be covered include:
• Overview of Workflow Options – Explore the types of workflows available in NetSuite, including the SuiteFlow visual workflow builder, workflow actions, and configuration best practices.
• Common Use Cases – Review frequently used workflow scenarios across departments such as Finance, Sales, and Operations, including approvals, notifications, and field updates.
• Leveraging AI with Workflows – See how to use Claude AI to assist in designing a workflow from concept to configuration, and how to generate a custom workflow action script. This segment will demonstrate how AI can accelerate development, reduce errors, and make advanced workflow scripting more accessible.
• Real-World Examples – Walk through live examples of workflows built to automate key business processes, with a focus on practical application and measurable impact.
This meeting will be an introduction to AI and NetSuite. Mike Kachline will begin by defining “AI Fundamentals” and then move into “what AI is capable of today.” Ryan Longenecker will then show us how AI is, and will be, available within the NetSuite environment. We’ll wrap up with an overview of the NetSuite 2026.1 System Release, ensuring you’re prepared for the latest platform changes.
Key Topics we will cover in this presentation:
AI Demystified: What IS AI, actually? The Glossary: Essential AI terminology and acronyms for the non-technical user. Real-World Context: What AI is doing today, outside of NetSuite. NetSuite Practicality: A deep dive into built-in, newly-introduced, and “coming-soon” AI capabilities within NetSuite. Release Preview: What to expect in your NetSuite 2026.1 upgrade.
Presented by: Dana Larson: Dana Larson Consulting Kelli Williams: Stratos ERP Partners Mike Kachline: Vertafore
In this meeting, we cover the broad topic of “searching and exporting information out of Netsuite.” The majority of this meeting will dive into Netsuite “Saved Searches”; covering useful tips for filtering and reporting of data. Looking beyond just “searches”, we will also provide a broad overview of Netsuite’s “Analytics” and “SuiteQL” capabilities.
Key Topics we will cover in this presentation:
Saved Search Introductory Overview
Saved Search “Filters”, “Summary Filters” and “Available Filters” ; Deep Dive
Saved Search Results Grouping and Highlighting ; Deep Dive
Saved Search Permissions and Access
Netsuite “Analytics Dataset and Workbook” Overview
Join us for our November User Group meeting as we explore how to maximize your financial planning and budgeting effectiveness within the NetSuite ecosystem. Brad Kwiatek of Kwiatek Consulting will guide you through a valuable comparison of the core budgeting features available in NetSuite ERP versus the more advanced, strategic capabilities of NetSuite Planning & Budgeting (NSPB). Learn how this powerful companion tool complements your ERP to transform your planning from a static process into a dynamic, collaborative, and data-driven function. This session will help you determine the right solution to drive better forecast accuracy and agility for your organization.
Key Topics we will cover in this presentation:
Complementary Tools: Understanding the distinct roles of NetSuite ERP for day-to-day operations and NSPB for strategic forecasting.
The Power of Real-Time Data: Leveraging pre-built integration to ensure your budgets and forecasts are based on accurate, up-to-date financial and operational data.
Beyond the Standard Budget: Exploring advanced features like Scenario Modeling and What-If Analysis (features not readily available in ERP budgeting).
Enhanced Collaboration: Moving past spreadsheets to a centralized environment with workflows and version control.
Streamlining Planning: How NSPB’s pre-built templates and automation can reduce your planning cycle times.
Specialized Planning: A look at advanced modules like Workforce Planning and OpEx Planning.
Cory Anderson of Stratos ERP Partners will present ‘All About Inventory’ 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 dive deeper into inventory and related processes.
This meeting is focused on the Basic Accounting Functions in NetSuite and how to leverage NetSuite to do more of the work for you. Dana Larson of Dana Larson Consulting will cover Journals, AR, AP, Amortizations, Memorized Transactions, Bank Recs, Dashboard hints, and Reporting tips meant to make your life easier. Although the content may be more directed at newer users, even seasoned NetSuite veterans might pick up some tips and tricks.
Pierce Blodgett from Stratos ERP Partners will be discussing NetSuite’s Advanced PDF/HTML Templates module — a powerful tool used to customize printed and emailed transaction forms like invoices, purchase orders, and statements. We’ll walk through the core concepts behind customizing templates using HTML, CSS, FreeMarker syntax, and NetSuite record fields. Whether you’re just starting with Advanced Templates or looking to improve your current implementations, this session will offer actionable insights and best practices.
If you’re responsible for NetSuite forms, customer communications, or want to give your business documents a professional, branded look, this meeting will be especially valuable.
Mike Kachline from Vertafore, Inc will be discussing Revenue in Netsuite, and the NetSuite “Advanced Revenue Management” aka “ARM” module. We will walk through essential Revenue accounting principals, followed by how revenue conceptually “flows” within Netsuite’s ARM module. If you are thinking of using ARM, or, currently using ARM, but not very well, this meeting will be very relevant to you. If you are simply interested to learn more about revenue recognition in general, you too will are likely to learn some helpful things.
Topics we will cover in this presentation:
Define concepts “Revenue”, “Deferred Revenue” and “Unbilled Receivables” from an Accounting and Netsuite System perspective.
Define common Revenue Recognition “scenarios”
Overview of Netsuite Revenue Recognition options WITHOUT the use of ARM.
Discuss concepts of Revenue Recognition “Events” and “Plans”
Discuss ARM Records: “Arrangements”, “Elements”, “Plans” and “Journals”
Overview of Netsuite’s “flow of records and events” when using ARM.
