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.

Advanced PDF Templates Slides Download

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.

2025-03-19 Netsuite Revenue Recognition Overview Download

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 Scripting for Non-Scripters 2024 Download

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

Worklfows Presentation Slides Matt Balas Download

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

rmnsug-how-to-be-a-great-admin-march-2024-training Download

03-20-24-2024-1-release-highlights Download

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.

SuiteAnalytics Meeting Slides Download

NetSuite Shortcuts Tips & Tricks 01/24/24 Download

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.

Accounting Spotlight Download

Chrome Extensions for NetSuite Download

Project Management

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.

Project Management Slides Download

Procure to Pay

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.

Procure to Pay meeting slides Download

Customizing NetSuite 2022

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.”