Upcoming Meeting

Main Presentation: Procure to Pay

Presented by: Margie Komninos

Sponsored by:

Our meetings are held exclusively via Zoom. Please be aware of the following changes for our upcoming meeting:

• Our meeting NOT be held “in person”.
• Our meeting WILL be held via Zoom.
• If you have registered to attend, we will send you an email with Zoom details on the preceding Monday, and also on the meeting Morning.
• If you have not registered to attend, please feel free to do so!

Date: Wednesday, March 15, 2023

Time: 8:30 am – 12:00 pm MDT

Location: Online via Zoom

Main Presentation Description:

Margie Komninos from PlantScan Corporation will review 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.

Agenda:

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.