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.
Tag: Netsuite
NetSuite Accounting Spotlight 2025
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.
NetSuite Advanced PDF/HTML Templates
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.
NetSuite Revenue and “ARM”
Advanced Revenue Management in NetSuite
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.
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.
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.
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.
Rocky Mountain NetSuite User Group 