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NetSuite: Integrate Salesforce

Posted by Jesse Guzman, Consultant on Jun 14, 2021 11:21:41 AM
NetSuite and Salesforce are two powerhouses in the cloud business tools industry. In some ways they compete for customers. NetSuite can provide many of the same tools as Salesforce, however, there are many organizations who decided NetSuite will be the system of record for financials, manufacturing, inventory, order processing, etc yet rely on the power of Salesforce for CRM.
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Tags: Project Management, NetSuite How To's

Non For Profit: SuiteKeys - Shortcut for Filling in Segmentations

Posted by Sara Duong, Consultant on Jun 3, 2021 4:40:11 PM

A challenge for Non For Profit NetSuite Clients are the numerous segmentations that can be applied in a transaction. A Donation, Pledge, or Grant record could require multiple segmentations to help the Client manage funds that are coming into the organizations; many funds have specific applications or restrictions on how it can be used. If used improperly, it can cause Client to lose the funds. SuiteKey is designed specifically to help the User more efficiently enter data on a transaction level.

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Tags: Project Management, NetSuite How To's

Using Transaction Item Options in NetSuite

Posted by Sarah Emery, Senior Consultant on May 25, 2021 3:11:04 PM
If you maintain inventory that has variable attributes (commonly size, color, or style) in NetSuite, then you are probably familiar with matrix items. Matrix items are an excellent option for organizations that sell products which are fundamentally similar in form (i.e. t-shirts) but differ in one or two categories (i.e. size and color), as they allow you to group all of the related the child items under a common parent. While these capabilities are extremely useful for products with options that need to be tracked distinctly, there are some cases where item options need to be captured on transactions for informational purposes and are not actually separate products. In these scenarios, transaction item options might be a better fit. In this blog post, I’ll provide an overview of transaction item options to help you decide if it’s the right approach for your requirements.
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Tags: Project Management, NetSuite How To's

E-Way Bill for India

Posted by Kevin Suh, NetSuite Administrator on May 19, 2021 4:25:55 PM

What is E-Way Bill? And why is E-Way bill required in India? These are common questions when you start moving goods from one place to another anywhere in India. Under India Goods and Services Tax (GST), registered transporters should carry an E-Way Bill when moving goods from one place to another according to certain conditions. E-Way Bill is an Electronic Way Bill for movement of goods to be generated on the E-Way Bill Portal.

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Tags: Project Management, Wholesale Distribution, NetSuite Tips

How to Remove Special Character in CSV File Export from NetSuite

Posted by Lincecum Lin, NetSuite Developer on May 11, 2021 4:18:06 PM

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In NetSuite, user can put almost everything in “name field, and NetSuite does a pretty good job on helping exported CSV file with correct format.
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Tags: NetSuite Partner, NetSuite How To's, NetSuite Tips

AvidXchange Guide for Netsuite

Posted by Kevin Suh, NetSuite Administrator on Apr 27, 2021 1:23:38 PM

 

Avidxchange for NetSuite’s latest cloud technology is a web-based payment fulfillment service designed to provide solutions for accounting departments of all sizes. This gives you a new way to bring processing of payments into the cloud.
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Tags: NetSuite Partner, NetSuite How To's

Seven Key Indicators Your Current Inventory Management Process is Ready for an ERP Makeover

Posted by Stephen Kavianian, Business Development Manager on Apr 20, 2021 3:19:46 PM
Companies in industries that rely heavily on product sales to generate revenue need to be consistently adapting to the demand of their consumers. If your company falls in one of these industries, then gaining real-time visibility while adopting automated processes to better streamline your inventory management operations could save you time and money.
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Tags: ERP, Project Management

Mass Updates vs. CSV Imports – Updating Records in NetSuite

Posted by Sarah Emery, Senior Consultant on Apr 5, 2021 1:46:24 PM
When making bulk updates to existing records in NetSuite, there are two approaches that are typically used – mass updates and CSV imports. Depending on the specific updates being made and the frequency with which the updates will be performed, you may find that one approach is better than the other. In this post, I’ll share key differences between the approaches along with a few practical use cases for each.
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Tags: Project Management, NetSuite How To's

NetSuite Administrator: Testing Best Practices

Posted by Sara Duong, Consultant on Mar 30, 2021 2:05:59 PM

Whether you have in house developers or working with NetSuite Partners, it is good to have some standards around testing implementations and new customizations. Generally, for brand new implementations or customizations, the testing advice is the same though the individual cases may be different.

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Tags: Project Management, NetSuite How To's

Five Highlights of NetSuite Release 2021.1

Posted by Sarah Emery, Senior Consultant on Mar 24, 2021 2:42:21 PM
NetSuite releases two system upgrades per year to all accounts, often providing new functionality within existing features in addition to launching brand new capabilities. Prior to being upgraded to the new release, all accounts are given access to a release preview environment that allows users to preview the changes in a sandbox-like setting. Detailed documentation describing all changes that are included as part of the new release are also provided at this time and can be accessed from the New Release portlet and in SuiteAnswers. In this post, I’m going to share the five changes that are being made as part of 2021.1 that I am most excited about.
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Tags: Project Management, NetSuite How To's