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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:

NetSuite Back to Basics 7.15.20Download
tips-tricks-07-2020-general-account-info-and-down-systemDownload

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:

Workflow Presentation RMNSUG 5-13-2020Download

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:

Netsuite Revenue RMNSUG March 2020Download

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.

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.

NetSuite 2019.2 updates – Nov 13 2019 SlidesDownload

All About Inventory

Presentation slides are available below the video.

Cory Anderson of Eide Bailly and Margie Komninos of PlantScan Corporation (a manufacturing company) present on Inventory and Advanced Inventory functionality in NetSuite. Our main focus will be around physical inventory, however we will also briefly discuss non-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 Types of Inventory
  • Elements of an Item Record
  • Warehouse Locations
  • Importing and Exporting as it relates to Inventory
  • Inventory Management
  • Purchase Order to Payment Process
  • Drop Shipping and Special Order Inventory
  • Landed Cost
  • Assembly / Serialized Assembly Items
  • Useful Pages: Component where Used Inquiry, Order Items, Bill of Materials Inquiry, Review Negative Inventory
  • Work Orders and Assembly Builds
  • Planned vs Released Word Orders to Identify Shortages
  • Inventory Adjustments / Worksheets
All About Inventory Presentation – Part 1Download
All About Inventory – Part 2Download

NetSuite Month End Close, Bank Recs, and Allocations

Dana Larson with Eide Bailly goes over the month end close and bank reconciliations included in core NetSuite. She will also talk about the allocations functionality that is included in the Advanced Financials module.  Although we believe there are nuggets for everyone, the accounting team will find the most benefit from this discussion.

Presentation slides are available below the video

2019.07.17-month-end-close-bank-recs-and-allocationsDownload