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

How to Keep NetSuite Flexible: The Secret Most Partners Don’t Tell You

Posted by Carlos Alvarez, Management Consultant on Nov 14, 2017 9:27:00 AM

Any program (system, application, service, etc.) that has ever existed, big or small, was created with a purpose - to solve a problem. But, as your company grows, evolves, and adapts to industry changes, your needs change. And as your needs change, so do your problems.

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

4 Steps to Set Up Warranty and Repairs Management in NetSuite

Posted by Jenny Roman-Engelhart, Solutions Consultant on Nov 7, 2017 10:13:51 AM

If you’re in the wholesale and distribution industry, you’ve probably come across the need to track warranty claims against a product or part that has been sold.  But this process can be complicated and be even more so depending on the unique ways your company and perhaps, product line, requires.

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Tags: NetSuite, NetSuite How To's

5 Ways to Streamline Case Management with NetSuite’s Saved Searches

Posted by Sarah Meehan, Solutions Consultant on Nov 2, 2017 8:45:14 AM

NetSuite’s saved search feature is a powerful tool that allows you to create customized reports based on your unique criteria.  Saved searches can be created for standard record types as well as custom records, and can even use formulas and SQL statements to accommodate more complex criteria or display more dynamic results. 

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Tags: NetSuite, NetSuite How To's

5 Steps to Create a Meaningful Financial Reporting Structure

Posted by Rudy Ortiz, Solutions Consultant on Oct 31, 2017 9:06:22 AM

CFO’S, Controllers and managers have a lot on their plate.  Managing a business is a challenge on its own.   Imagine running a business without data or information that helps provide a basis for change.  Not having a solid financial reporting structure in your business will prevent you from making the necessary changes, or in some cases, from preventing significant losses.  The same can be said with too much data or “information overload” when that information is not meaningful to your business. 

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Tags: NetSuite, Reporting, NetSuite How To's

How to Turn a Vendor Relationship into a Partnership

Posted by John Martinez, Practice Director on Oct 16, 2017 6:07:39 PM

What would it be like to have a great Partner, not just a vendor?

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Tags: NetSuite, Customer Service

10 Questions to Ask Yourself About Your NetSuite Partner

Posted by Jenny Roman-Engelhart, Solutions Consultant on Sep 29, 2017 3:52:19 PM

There are a ton of NetSuite partners out there. Some are more knowledgeable than others, but chances are most of them know more than the average NetSuite user. So how do you determine which NetSuite partner to choose? Or, if you are already working with a NetSuite partner, how do you know if they are really the right partner for you?

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Tags: NetSuite

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