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Sara Duong, Consultant

Sara Duong, Consultant
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Recent Posts

How to Add a Field and Custom Segment to Fixed Asset Record

Posted by Sara Duong, Consultant on Jun 30, 2022 1:55:32 PM

So you are getting ready to implement the Fixed Asset Management (FAM) module in NetSuite. After configurations and set up, you are ready to load your assets. Looking at the Asset Record, you realize there are some additional fields you want to add or some existing fields you want to move around. Below is a quick How To on customizing the Asset Record entry form to best suit your company’s needs.

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Tags: NetSuite, NetSuite How To's, Accounting, NetSuite Tips, Financial, Customize, FAM, Fixed Asset, Asset Record

How to Upload InterCo Open Balances

Posted by Sara Duong, Consultant on Jun 20, 2022 8:53:07 AM

Congratulations! You are ready to go live with NetSuite! Before you start entering live transactions, the Opening Balance Sheet needs to be entered; this is your starting balance for your financial statements. Normally, this is a simple Journal Entry upload of your last closed period’s Balance Sheet. However, if you have Intercompany Accounts with balances, then a simple one step Journal Entry will not be enough. Intercompany Accounts require additional set up and separate Journal Entries for each customer or vendor.

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Tags: NetSuite, NetSuite How To's, Accounting, NetSuite Tips, Financial, Intercompany Accounts, Go Live, Open Balance Upload, Open Transaction Upload

Excel Tip – Solver Add On

Posted by Sara Duong, Consultant on May 3, 2022 12:37:13 PM

You find yourself working with columns and columns of data for a client. In this particular scenario, you need to find a combination of transactions that total a certain amount. As you can imagine, this can be endless amounts of combinations to iterate through. There is a data trick using an Excel add-in called Solver. Here’s how it works...

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Tags: NetSuite, NetSuite How To's, NetSuite Tips, data, Calculate Total, Excel

Troubleshoot Integration Concurrency Problems

Posted by Sara Duong, Consultant on May 2, 2022 1:31:45 PM

What is Integration Governance? Integration Governance helps manage the multiple 3rd party integration calls or internal script requests. It is very likely you may run into a concurrency issue if your NetSuite environment is heavily customized with scripts, have several API or EDI connections such as marketplace integrations (Amazon, eBay, HomeDepot, etc), and/or have 3PL connections. NetSuite limits the number of simultaneous calls into NetSuite at one time. When this happens, your call will fail and result in an error.

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Tags: NetSuite, NetSuite How To's, NetSuite Tips, NetSuite Integrations, SuiteCloud, NetSuite Administrator, Concurrency, Performance, Connectors

What can you do if your Bank Reconciliation is not reconciling?

Posted by Sara Duong, Consultant on Mar 1, 2022 10:00:00 AM

If you find yourself reconciling monthly bank statements but the Reconciliation reports keep showing a difference, then it means you have not successfully reconciled one or more previous months.

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Tags: NetSuite, NetSuite How To's, Bank Reconciliation, Bank Account, Bank Reconciliation Errors

Is it possible to redesign your Chart of Accounts after go live?

Posted by Sara Duong, Consultant on Feb 2, 2022 4:44:13 PM

In a previous blog we explored Netsuite Purchase Request vs. Purchase Requisition.  In this blog we’ll explore the complexity of chart of accounts redesign. We provide some tips and learnings from a previous chart of accounts redesign project.  

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Tags: NetSuite, Accounting, Segmentation, Financial, COA, General Ledger, Chart of Accounts, GL

How to Bulk Send Transaction Emails using Mass Update

Posted by Sara Duong, Consultant on Dec 2, 2021 9:30:00 AM

Mass Update function is normally used for data updates to entity and transaction records. In addition, Mass Update can be used to send transactional emails in bulk. For instance, a simple way of sending customers overdue invoice reminders is to send it through Mass Update. You can set criteria of what invoices to send, create a standard message, and attach the invoice to the email. Here is a quick guide on how to do that.

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Tags: NetSuite How To's, NetSuite Tips

Connect Your Google Accounts with NetSuite - CloudExtend Google Workspace

Posted by Sara Duong, Consultant on Nov 30, 2021 10:00:00 AM

As much as we try, companies still end up with multiple email accounts and data storage. There are several ways to connect or integrate all these sources so that NetSuite continues to be your system of record. One particular product is Celigo's CloudExtend Google Workspace. This is a simple SuiteApp that connects popular Google applications with NetSuite records.

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Tags: NetSuite How To's, NetSuite Tips

Introduction to NetSuite's Team Selling Feature

Posted by Sara Duong, Consultant on Nov 16, 2021 12:00:00 PM

It's easy to track who brought in a sale if there is a one sales rep to one transaction relationship. NetSuite easily accommodates for that with the sales rep field on all quote, opportunity, and sales transactions records. For many companies, it takes a whole team to close a sales opportunity; the team can consist of any combination of the sales rep, accounting person, sales operations person, or even the sales manager. Wouldn't it be great to compensate and track each person's contribution to a sale? NetSuite has a team selling feature that will do just that.

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Tags: NetSuite How To's, NetSuite Tips

How Do You Know if a NetSuite Customization is Needed?

Posted by Sara Duong, Consultant on Nov 9, 2021 8:00:00 AM
NetSuite is a very powerful and adaptable ERP platform.  There are some fundamental processes that NetSuite is built around, such as Order to Cash and Procure to Pay.  These fundamental processes make sure the transactions are validated, related, and traceable.  The adaptable part is the countless customizations you can make to the system to help mold and improve the system to your business needs.  As a rule of thumb and best practice, it’s best to maximize the native functionality.  If there is a need for customization, then here are some guidelines to help you decide if the customization is adding value or not.   
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Tags: NetSuite How To's, NetSuite Tips

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