Join Cory Anderson of Stratos ERP Partners for a deep dive into customizing NetSuite to fit the way your business actually works. This session walks through core customization tools, then moves into a few more advanced techniques for those ready to push further.
Whether you’re new to NetSuite administration or a seasoned power user, you’ll leave with practical, applicable takeaways — concrete ways to tailor NetSuite around your users, your processes, and your company’s specific needs.
Dana Larson of Dana Larson Consulting will be covering a variety of topics that could prove helpful for users with little experience and also those who have used NetSuite for years. We hope you can take away a gem to make your life easier!
Cory Anderson of Stratos ERP Partners presents on SuiteFlow, otherwise known as Workflows. This session will provide a comprehensive look at NetSuite’s workflow capabilities — from foundational concepts to real-world automation strategies. Whether you’re new to workflows or looking to expand your existing knowledge, this presentation will offer practical insights and actionable takeaways.
Topics to be covered include:
• Overview of Workflow Options – Explore the types of workflows available in NetSuite, including the SuiteFlow visual workflow builder, workflow actions, and configuration best practices.
• Common Use Cases – Review frequently used workflow scenarios across departments such as Finance, Sales, and Operations, including approvals, notifications, and field updates.
• Leveraging AI with Workflows – See how to use Claude AI to assist in designing a workflow from concept to configuration, and how to generate a custom workflow action script. This segment will demonstrate how AI can accelerate development, reduce errors, and make advanced workflow scripting more accessible.
• Real-World Examples – Walk through live examples of workflows built to automate key business processes, with a focus on practical application and measurable impact.
This meeting will be an introduction to AI and NetSuite. Mike Kachline will begin by defining “AI Fundamentals” and then move into “what AI is capable of today.” Ryan Longenecker will then show us how AI is, and will be, available within the NetSuite environment. We’ll wrap up with an overview of the NetSuite 2026.1 System Release, ensuring you’re prepared for the latest platform changes.
Key Topics we will cover in this presentation:
AI Demystified: What IS AI, actually? The Glossary: Essential AI terminology and acronyms for the non-technical user. Real-World Context: What AI is doing today, outside of NetSuite. NetSuite Practicality: A deep dive into built-in, newly-introduced, and “coming-soon” AI capabilities within NetSuite. Release Preview: What to expect in your NetSuite 2026.1 upgrade.
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.
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?)
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.
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.
