Posts

Saved Searches with Peter Ries 1/15/2025

Peter Ries from NetSuite presents on the topic of Saved Searches. Topics covered in this presentation:

  • How Saved Searches Are Used
  • The Elements of a Saved Search
  • Selected Record(s) 
  • Filters (aka Criteria)
  • Use summary data in the criteria
  • Results
  • Formulas
  • Summarizing results
  • HTML Formatting Results
  • Highlighting and Available Filters
  • Controlling access to searches
  • Best Practices

Scripting for Non-Scripters 2024

Mike Kachline, Vertafore, will presents “Scripting for Non-Scripters.” In this meeting, we will cover the basics about NetSuite SuiteScript, with the intent of empowering admins, accountants and executives with essential knowledge about what scripts can do, and how those are managed, within a NetSuite system. This is NOT an “intro to writing code”, but instead, a deep dive into the “what” and “why” of scripting in NetSuite.

Topics covered in this presentation:

  • What is “SuiteScript”?
  • How are NetSuite scripts typically used?
  • Where are scripts found? (What scripts are installed?)
  • Which scripts are running?
  • How to disable/enable scripts.
  • Finding and viewing script logs
  • Monitoring script performance metrics.

Customizing NetSuite

Cory Anderson of Stratos ERP Partners presents Customizing NetSuite. He 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 alike will find valuable takeaways to help them get the most out of NetSuite for their businesses.

In this presentation, we will be covering the following topics:

  • Custom Fields
  • Custom Lists
  • Customizing Forms (screen and print)
  • Custom Records

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.

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.