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.
This meeting is a three-part meeting addressing two specific areas of NetSuite.
SuiteTax – This hour we will discuss how how NetSuite handles sales tax, including the Legacy Tax Solution, SuiteTax and alternative tax engines when SuiteTax isn’t robust enough.
Advanced PDFs – This hour we will discuss how to setup and start using the highly customizable Advanced PDF Printing templates. Starting with the basics, you’ll learn how to set standard transaction forms to use Advanced PDFs, how to start customizing Advanced PDFs with the WYSIWYG editor versus the source code mode, and then touch on some more advanced capabilities.
2021.1 Release Overview We will review what new features are coming out with the new 2021.1. Some of the new features include improvements to the shipping process as well as improved intercompany functionality in the Payables module.
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.
Margie Komninos of Plantscan shows how to create custom sublists leveraging saved searches in NetSuite.
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.
Saved Search Tips and Tricks presented by Rick Cobb at the November 2020 meeting.
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)
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
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!
Download the meeting slides here:
Rocky Mountain NetSuite User Group 