Upcoming Meeting

Main Presentation:
Customizing NetSuite

Presented by:
Cory Anderson: Stratos ERP Partners

Sponsored by:

Date: Wednesday, Sept 23, 2026

Time: 08:30 am – 12:00 pm MDT

Location: Zoom Meeting

Description:


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.

Agenda:

CPE Information:

CPE Credit: 2
Level of Knowledge: basic
Delivery Method: Group-Internet
Prerequisites: None
Advanced Preparation: None
Field of Study: Information Technology
Additional Knowledge: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required.

CPE Learning Objectives:

By the end of this course, participants will be able to:

1. Identify the different types of custom fields available in NetSuite (entity, item, transaction body, transaction line, CRM, and item number/other record fields) and select the appropriate field type based on data requirements.
2. Apply best practices for configuring custom field properties — including validation, defaulting, sourcing/filtering, and access restrictions — to maintain data integrity and control visibility by role, department, or subsidiary.
3. Distinguish between entry forms and transaction forms, and configure custom form settings (field groups, sublists, actions, and printing options) to align with specific business processes and user roles.
4. Describe how to create and structure custom records, including establishing parent-child relationships, to extend NetSuite’s functionality for business needs not addressed by standard record types.

Thank you Netgain for supporting RMNSUG CPE Credits!
Netgain is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

For more information regarding administrative policies, or to voice any complaints or concerns, please email peggy.evleth@charted.com 



About RMNSUG Meetings:
Our regular meetings are held exclusively via Zoom. Our In-Person Networking events are exclusively on-site/in-person.

This session is offered free of charge. Therefore, there are no refunds given. In the event that RMNSUG must cancel a session, participants will be contacted via the email address used to register for the event.

If you have not registered to attend, please feel free to do so!

If you have registered to attend, we will send you an email with meeting details on the preceding Monday, and also on the meeting Morning.

Please RSVP no later than 24 hours prior to the event. A link to our online meeting will be sent as a reply to your RSVP.

Can’t make the meeting? If you are a member, request to join the RMNSUG Forum on LinkedIn for announcements about upcoming meetings, events, job openings, communication with other members, and to be alerted when the presentation slide deck and video recording from this meeting are available.

Rocky Mountain NetSuite User Group is an independent non-profit and is not affiliated with NetSuite Inc.