Matt Balas from RSM presents on Workflows. Topics covered include:
Audrey Gruidl and Brian Schmidt from Bridgepoint Consulting will be presenting on the topics of:
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.
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.
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.
Margie Komninos from PlantScan Corporation reviewed the Procure to Pay (P2P) process in NetSuite. We will explore the basics from a Purchase Order (PO) creation to Item Receipt to Vendor Bill and Bill Payment. We will look at important fields in the related records (Vendor, Item, and Employee). We will also touch on the difference between a drop-ship and standard PO, purchasing items vs non inventory items, approval process options, vendor prepayments, creating a PO from a SO, vendor returns, purchase requests vs requisitions, key reports and blanket order PO option. Any NetSuite user involved in the P2P process or administrator, beginner to seasoned users, should find value in this session.
Cory Anderson of Cory Anderson Consulting presents Customizing NetSuite. He covers 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. We will be covering, custom fields, custom lists, customizing forms (screen and printing options), and custom records. Margie Komninos of PlantScan Corporation will present Custom Segments in the Tips & Tricks section.”
Peggy Evleth hosted a special, deep-dive session covering Foreign Currency Exchange (FX) in NetSuite. This session focused on key NetSuite functions including the following: • Company functional currency • Handling of foreign currency transactions • FX gains and loss handling • Consolidation of subsidiaries • CTA processing This session provides a basic overview for people who are using foreign currencies as part of their business but seek deeper knowledge as to how the system works.
Dana Larson from Dana Larson Consulting presented 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!
Presented by Alex Kopischke of RSM, this meeting covers 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.
