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Sarah Meehan, Senior Consultant

Sarah Meehan, Senior Consultant
With more than six years of NetSuite experience and four SuiteWorld speaker sessions under her belt, Sarah Meehan knows the ins and outs of NetSuite from a user’s perspective. She thrives on helping to make organizations more efficient through NetSuite customizations, process automations, and feature configuration. Enabling businesses to do more with their existing resources is her primary goal – she loves being able to support growing companies by developing unique and creative solutions tailored specifically to their business requirements.
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Recent Posts

Item Types in NetSuite

Posted by Sarah Meehan, Senior Consultant on May 22, 2020 9:00:00 AM

 

If you buy or sell products or services using NetSuite, then you have probably noticed the wide array of item types available for selection when entering new items.  Determining which type is right for your application can feel overwhelming when you are first getting started in NetSuite but once you understand the basic differentiating factors between each type, you’ll find it to be a much clearer process.  In this post, I will provide details on what distinguishes each item type and share a few practical use cases along the way.

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Tags: NetSuite How To's, NetSuite Tips

Five Tricks for Creating Scriptable Email Templates

Posted by Sarah Meehan, Senior Consultant on May 15, 2020 1:12:00 PM

 

Scriptable email templates in NetSuite allow you to harness the capabilities of HTML and FreeMarker code to create highly-customized emails for both internal and external communication.  In addition to supporting the display of both standard and custom fields in both the subject line and email body, scriptable templates also support the use of more advanced coding functionality like the insertion of subtemplates, current date/time, and dynamic formatting for multi-select field values.  In this blog post, I’ll share the basic steps for setting up a new scriptable email template and provide five of my favorite tricks for making them even more useful.

 

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Tags: NetSuite How To's, NetSuite Tips

Creating Custom Sublists

Posted by Sarah Meehan, Senior Consultant on May 8, 2020 9:48:00 AM

 

While most NetSuite instances that I encounter make good use of custom fields, custom forms, and custom subtabs, one of the custom configuration options that I don’t see enough organizations taking advantage of is custom sublists.  Custom sublists are groupings of data from either standard or custom records under a parent record.  Examples of standard sublists include the Transactions list on the customer record, the Related Records list on transactions, and User Notes on an item record.  In this post, I’m going to cover the basics of creating a custom sublist and applying it to a record as well as share a few practical examples of custom sublists that I’ve seen.

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Tags: NetSuite Tips

When to Use Advanced PDF Templates

Posted by Sarah Meehan, Senior Consultant on Apr 28, 2020 9:38:32 AM

 

When configuring a transaction form in NetSuite, there are two distinct options for PDF type – Basic and Advanced.  While both options allow you to customize the content and layout of your PDF form, there are benefits and limitations that come with each option, so it’s important to understand which option is most appropriate based on the specific changes that you’re looking to make.  In this post, I’ll provide some details on both form types and share some guidance on when you should choose an Advanced PDF template over a standard version.
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Tags: NetSuite Tips

CRM Process Flow in NetSuite

Posted by Sarah Meehan, Senior Consultant on Apr 20, 2020 9:00:00 AM

 

NetSuite’s CRM functionality provides support for a multitude of scenarios that may occur during the sales cycle and automatically progresses leads through a series of stages as they hit certain milestones.  For organizations transferring off another CRM system whose users are familiar with that system’s flow and terminology, moving to NetSuite’s native CRM flow can be an adjustment as it may function differently than what their sales staff is accustomed to.  In this blog post, I will be reviewing NetSuite’s standard CRM process flow and following both entity and transaction records as they move through the pipeline to ultimately become customers.

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Tags: NetSuite Tips

Five Highlights of NetSuite Release 2020.1

Posted by Sarah Meehan, Senior Consultant on Mar 27, 2020 2:20:13 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 2020.2 that I am most excited about.

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Tags: NetSuite Tips

Customizing Standard Reports

Posted by Sarah Meehan, Senior Consultant on Jan 31, 2020 4:23:00 PM

In my previous blog posts, I’ve highlighted NetSuite’s saved search functionality and shown how you can use them to create dynamic reports to improve visibility into all business areas.  While you can create highly-customized saved searches that use joins to other records, formulas to perform automatic calculations, and even include SQL statements for advanced requirements, there are some instances where saved searches don’t entirely fill an organization’s reporting needs.  In those cases, you can leverage NetSuite’s custom report capabilities in order to bridge the gap.  In this post, I’ll share the basics of report customization in NetSuite and show how standard reports that are already available in your environment can be transformed to align with your specific needs.

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Tags: NetSuite Tips

Creating Custom Fields with Dynamic Values

Posted by Sarah Meehan, Senior Consultant on Jan 16, 2020 12:58:46 PM

The ability to quickly and easily create custom fields in a variety of types in order to meet unique business requirements is one of the things that sets NetSuite apart from other ERP platforms.  In addition to creating checkboxes, open text fields, and date fields, NetSuite also allows users to source custom lists or existing records as drop-down lists using the “List/Record” field type.  In some cases, it is beneficial to give users the ability to select from all available values within the drop-down field.  At times, you may only want to expose a specific sub-set of data in the drop-down list in order to prevent mismatches and make it easier for users to the desired value.  By taking advantage of the Sourcing & Filtering options, you can limit the available values in a List/Record field to only those that apply at the time of entry.  In this blog, I’ll walk through setting up the Sourcing & Filtering options to create dynamic drop-down fields and share a few practical examples of using this functionality.

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Tags: NetSuite How To's, NetSuite Tips

NetSuite Tip: Utilizing Summary Types in Saved Searches

Posted by Sarah Meehan, Senior Consultant on Nov 5, 2019 2:41:06 PM

If you’ve read any of my previous blog posts, you’ve probably gotten a sense of how much I like working with saved searches in NetSuite.  In my opinion, the saved search functionality is one of the most powerful and easy-to-use tools available to NetSuite users; whether you are brand new to NetSuite or are a highly-experienced user with a technical background, you’ll find that saved searches can make accessing data fast and easy.  In this post, we’ll discuss the basics of using Summary Types in saved searches (both as criteria and in the results) and look at a few practical examples that show how you can make use of Summary Types to enhance your searches.

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Tags: NetSuite How To's

5 Highlights of NetSuite Release 2019.2

Posted by Sarah Meehan, Senior Consultant on Oct 31, 2019 1:14:21 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 2019.2 that I am most excited about.

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Tags: NetSuite

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