NetSuite Saved Search 101

Posted by Jesse Guzman, Project Manager on Oct 4, 2019 12:20:00 PM
What is a Saved Search?
When many organizations make the switch to an ERP such as NetSuite, one of their most common pain points is having disparate systems that don’t talk to each other and consequently data that doesn’t sync.  Once on NetSuite all data is housed in one database and the opposite may happen, you have too much data and don’t know how to leverage it.  In comes NetSuite saved searches.  A NetSuite saved search is one of the most powerful tools NetSuite has to offer because you can use it for:
  • Creating custom searches and display only what you need
  • Adding shortcuts for searches to your dashboard
  • Displaying custom KPI’s
  • Using as a reference for running scripts and workflows
  • Automating emailed results
  • Many other options.

Let’s take it back a step and answer, what is a saved search? 

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Tags: NetSuite How To's

How to create a Subproject (ie Child) Project in NetSuite

Posted by Sara Duong, Project Manager on Sep 30, 2019 1:07:37 PM

You can create child project records or subprojects in NetSuite. The concept is very similar to child customers.  Most customers that use this feature have projects with large scopes and want to break it down into manageable bites.  For instance, creating of a new product involves design, development, and marketing - all of which have their own subset of tasks. 

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Tags: NetSuite How To's

NetSuite How To: Transaction Approval Workflows Using SuiteFlow

Posted by Sarah Meehan, Solutions Consultant on Sep 3, 2019 9:51:45 AM

In previous posts, I’ve shown how simple, single-state workflows can be used to automate actions like sending emails and setting default field values.  In this post, we’ll build upon those basic skills and create a multi-state approval workflow that will guide a transaction through a series of review and approval steps.  While I’ll be using a purchase order in my demonstration, this same logic can be applied to practically any transaction type within NetSuite, you may need to add some custom fields if you are adding an approval process onto a record that doesn’t typically support approvals (such as a quote).

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Tags: NetSuite How To's

[NetSite Tips & Tricks]: Incorporating If/Then Logic Into Advanced PDF/HTML Templates

Posted by Sarah Meehan, Solutions Consultant on Jun 28, 2019 9:23:31 AM

NetSuite has two different options for creating customized PDF templates – Transaction Form PDF Layouts and Advanced PDF/HTML Templates.  Transaction Form PDF Layouts allow users to add or remove fields and adjust field order and placement, however the general structure is somewhat basic and does not support HTML or the addition of formulas or other logic to the template.  In comparison, Advanced PDF/HTML Templates also allow for the addition, removal, and adjustment of fields, but with the added flexibility of enabling users to directly edit the HTML code of the template.  Since the HTML code is accessible, users have nearly complete control over the look and feel of each PDF and can build custom logic into the body of the template.  For organizations with stringent design requirements or that have complex business logic that drives how information is presented to their customers, Advanced PDF/HTML Templates are the way to go.

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Tags: NetSuite How To's

NetSuite How To: Add Dynamic Tracking Links for Unsupported Carriers onto Transaction Records

Posted by Sarah Meehan, Solutions Consultant on May 23, 2019 2:19:00 PM

NetSuite natively supports direct shipping integration with but UPS and FedEx, which allows users to print shipping labels for a wide variety of service levels for each carrier from within the NetSuite UI.  To expand upon those capabilities, NetSuite also supports the integration of third-parting shipping platforms that connect to hundreds of other carriers, such as USPS, DHL, and even LTL and large freight transportation providers.  These integrations allow for shipment information to be passed back into NetSuite automatically, however the standard functionality that converts UPS and FedEx tracking numbers into links does not work with any other carriers.

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Tags: NetSuite, NetSuite Partner, NetSuite How To's

Why it's Important to Choose the Right NetSuite Costing Method

Posted by John Martinez, Practice Director on May 20, 2019 12:04:08 PM

When choosing a costing method in NetSuite, each has benefits and some "gotcha’s" that can surprise you if you are not fully informed.  Some of these show up due to multiple locations and related to specific activities such as: transfer orders, cost roll-ups, inventory adjustments, and supply methods. 

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Tags: NetSuite How To's

NetSuite Costing Methods 101

Posted by John Martinez, Practice Director on May 8, 2019 4:49:41 PM

When choosing a costing method for your inventory it is very valuable to fully understand all of your options and the impact of such a decision. Things to consider when making this include the following:

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Tags: NetSuite, NetSuite How To's

How to Manage ASC 606 via NetSuite or other ERPs

Posted by Rudy Ortiz, Solutions Consultant on May 22, 2018 8:41:00 AM

With the new revenue recognition requirements implemented by FASB, many companies are looking for support on how to manage these requirements.  The changes to revenue recognition have an impact on both organizational business processes and configurations within the software that manages revenue.  The following article will illustrate considerations when managing the new requirements.  ASC 606 has listed 5 core principles to managing revenue:

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Tags: NetSuite, NetSuite How To's, Accounting

How to Use 3 Kinds of NetSuite Billing Types

Posted by Rudy Ortiz, Solutions Consultant on Apr 4, 2018 8:07:00 AM

Project management in NetSuite offers a great deal of flexibility when managing projects and resources.  With that flexibility comes the options to control how you will bill your customers.  In this blog, will cover how to use the following Billing types in NetSuite Projects at a high level:

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Tags: NetSuite How To's

How to use NetSuite OneWorld to Manage Transactions Between Subsidiaries

Posted by Jenny Roman-Engelhart, Solutions Consultant on Mar 28, 2018 7:55:00 AM

Does your business need to record sales between subsidiaries? If so, here are a few things to consider. 

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Tags: NetSuite How To's

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