Peggy Evleth from RSM presents Focus on Eliminations. Topics covered include:
- Elimination Considerations
- NetSuite Intercompany Setup
- Elimination Companies
- Intercompany Transactions for elimination
- Elimination Entries
Posts
NetSuite – Back to Basics
Dana Larson from Dana Larson Consulting will be presenting NetSuite: Back to Basics. Topics covered will include:
- General Navigation
- Reminders
- Preferences
- Global Search
- How to get Help
- Lists
- In-line editing
- Print Checks and Forms
- Overview on reporting options
- Reports, Searches and Workbooks and when which option is better
- Exporting results
- Emailing reports on a schedule
- Setting a default “detailed” report
- Export GL impact
- CSV Imports
- Popular Add Ins
- This presentation/course is appropriate for all levels NetSuite users.
NetSuite Workflows
Matt Balas from RSM presents on Workflows. Topics covered include:
- Understanding Transitions, Trigger On, Event Types and Contexts
- Dynamically change form data based on data entry
- Automate Task Creation
- Generate approval routing workflows with several approvals
- Process approval buttons, such as Approve and Reject
- Support role-based business processes
How To Be a Great NetSuite Administrator
Audrey Gruidl and Brian Schmidt from Bridgepoint Consulting will be presenting on the topics of:
- Maximizing your investment of NetSuite through the Administrator function
- Understanding the Role of a NetSuite Administrator
- Key Functions and Best Practices
- Troubleshooting and Issue Resolution
- Continuous learning and professional development
- This presentation/course is appropriate for all NetSuite users, but will be of most use to users who have a NetSuite Administrator role
SuiteAnalytics – Datasets and Workbooks
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.
Cash Management in NetSuite
This meeting is focused on the variety of tools that users have to manage NetSuite transactions that deal with Cash. Cory Anderson, Mike Kachline, Dana Larson and Margie Komninos will present an overview of transactions that impact cash as well as dive into Cash Application Management, Cash 360, Payment Link, ACH/DD, Credit Card Processing, Dunning and dealing with lockboxes. This meeting is designed for users of all levels.
Inventory Management: Supply Allocation, Supply Planning, Item 360
This meeting is focused on the Inventory Management functions in NetSuite. Gerry Dewil and Mike Farina from Oracle NetSuite will cover Supply Planning, Supply Allocation and Item 360. They cover the functionality of these three products and learn how they supplement each other, allowing the user to have a 360 degree view of the supply chain.
Accounting Spotlight
Presented by Dana Larson
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.
Project Management
Gerry Dewil and Ali Omac, Solution Specialists at NetSuite’s Demo organization, presented the Project Management business flow. They reviewed NetSuite Project records from a Services and Products angle, covering topics such as base Project Management, SuiteProjects and add-ons like Project 360, the Purchase to Project SuiteApp, and the Project Classification SuiteApp. They also explained supplementary bundles like Resource Allocations and Skill Sets.
Procure to Pay
Margie Komninos from PlantScan Corporation reviewed the Procure to Pay (P2P) process in NetSuite. We will explore the basics from a Purchase Order (PO) creation to Item Receipt to Vendor Bill and Bill Payment. We will look at important fields in the related records (Vendor, Item, and Employee). We will also touch on the difference between a drop-ship and standard PO, purchasing items vs non inventory items, approval process options, vendor prepayments, creating a PO from a SO, vendor returns, purchase requests vs requisitions, key reports and blanket order PO option. Any NetSuite user involved in the P2P process or administrator, beginner to seasoned users, should find value in this session.
Rocky Mountain NetSuite User Group 