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.”
PowerPoints are available below the video.
In this month’s meeting, Cory Anderson shares exciting news he picked up at SuiteWorld. Margie Komninos with PlantScan gave an overview of the customer support management capabilities that are native in NetSuite. Then Dana Larson with Eide Bailly gave an overview of how to create leads, turn opportunities and estimates into sales orders and run forecasting reports. Since this is functionality that is already included in your NetSuite licensing (unless you have Financials Only), we think everyone can benefit from this discussion.
Presentation slides available at bottom of post
Our board president, Cory Anderson with AvidMax, will walk us all the way through the Netsuite Marketing Automation system starting with capturing a lead, marketing to leads, and then analyzing a marketing campaign. This meeting will be focused around email marketing but will give a general understanding of Netsuite campaigns that can be applied to other campaign types. Any Netsuite user that would like to understand NetSuite’s powerful marketing functions and how they can put them to use to generate leads, customers, and sales. Only a basic understanding of marketing principles is necessary to be able to use the information presented.
Marketing Automation
-Lead Capture
-Subscription Management
-Preparing Email Campaigns
-Executing Campaigns
-Lead Nurturing Campaigns
-Campaign Analysis
-Alternative Options for Automated Marketing
