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

Five Easy NetSuite Email Automations to Improve Customer Experience

Posted by Sarah Meehan, Solutions Consultant on Mar 15, 2018 4:27:53 PM

In today’s always-connected world, being able to provide instantaneous feedback to your customers has become a requirement of doing business. Using NetSuite’s saved searches and their built-in email features to automate common notifications is an effective way to meet your customers’ expectations without increasing the workload of your team.  Below are five quick and easy email automation that can be achieved entirely within saved searches – with no development or technical knowledge required.

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Tags: NetSuite How To's

Setting Default Field Values Using SuiteFlow: Part 2

Posted by Sarah Meehan, Solutions Consultant on Feb 7, 2018 8:02:00 AM

This article is a continuation of my previous post, in which we started setting up a workflow using SuiteFlow to pre-populate several field values within a ticket record used by support staff to help improve their overall efficiency. We began by configuring the workflow itself, and then added a simple automation to set and unset the value of a custom field called “Completed By” based on the value of the “Status” field.  In the second half, we’ll dive deeper into workflows and use joins to source fields from other related records to populate additional fields on the ticket for an even more dynamic automation.

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Tags: NetSuite, NetSuite How To's

Part 1: Setting Default Field Values Using SuiteFlow

Posted by Sarah Meehan, Solutions Consultant on Jan 17, 2018 9:56:54 AM

When looking for ways to optimize your business operations, it is tempting to focus on “big wins” – the changes that will yield time savings in the minutes or hours.  However, it can be just as fruitful, if not more so, to find ways to save a few seconds on repetitive tasks that are performed hundreds of times each day by multiple employees. 

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Tags: NetSuite How To's

8 Speed Bumps to Consider When Setting Up Warranty & Repairs Management in NetSuite

Posted by Jenny Roman-Engelhart, Solutions Consultant on Jan 10, 2018 7:54:00 AM

This is part 2 of the Warranty and Repairs Management in NetSuite blog series. My first blog covered detailed instructions about how to set up Warranty and Repairs Management and all the great things that NetSuite can do. Once you've completed those 4 steps, you're almost ready to use NetSuite. 

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Tags: NetSuite How To's

Part 1: An Introduction to Approval Workflows in NetSuite

Posted by Rudy Ortiz, Solutions Consultant on Dec 28, 2017 8:52:00 AM

NetSuite provides companies with so many great options to manage their business. In this article, I am going to cover an introduction to workflows and how you can manage both simple and complex processes with this powerful tool. I have found many users need some guidance when it comes to how to approach a workflow to streamline internal processes and adhere to policies and procedures.

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Tags: NetSuite How To's

How to Use Email Alerts with NetSuite’s Saved Searches

Posted by Sarah Meehan, Solutions Consultant on Dec 21, 2017 8:58:00 AM

NetSuite’s saved search function gives you the ability to develop highly-customized reporting in a simple, point-and-click interface.  In previous posts, I’ve highlighted some of the more advanced techniques that can be used when creating saved searches within NetSuite, including formulas and SQL statements.  In contrast, this article will address one of the easiest-to-use and most powerful features available within saved searches – automated email alerts.  With just a few clicks, you can create automated emails that are specifically tailored to the unique processes of your business, all without any coding or development background.

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Tags: NetSuite How To's

5 Ways to Use Formulas in NetSuite’s Saved Searches

Posted by Sarah Meehan, Solutions Consultant on Nov 28, 2017 9:26:10 AM

Using NetSuite’s saved searches feature is one of the easiest and most effective ways to segment data and create custom reporting without requiring a technical background.  Not only can you harness both standard and custom field values as search criteria and in search results, but you can also use formulas and SQL statements to include calculated values within your searches.  In this post, I’ll share five of my favorite ways to use formulas to make your searches even more powerful – including tricks for generating dynamic links within searches, adding custom highlighting on individual text values, consolidating values into a single column, and more.

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Tags: NetSuite, NetSuite How To's

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