Build a CFO-Ready ERP ROI Model

Want to get buy-in from your CFO? Learn how to build an ROI model that makes ERP worth the investment.

Introduction

ERP should not be treated as a sunk cost or IT upgrade—it should be evaluated as a strategic investment. Forward-thinking CFOs increasingly demand a detailed ROI model before signing off on ERP selection. According to Panorama Consulting Group, 83% of organizations that conducted ROI analysis before implementation reported that their ERP project met or exceeded their financial expectations[1]. This blog outlines five steps to build a CFO-ready ERP ROI model that delivers confidence, alignment, and clarity before making a major ERP purchase.

 

Tags: NetSuite, ERP, NetSuite Partner, NetSuite How To's, NetSuite Tips, Shortcuts, dashboard

 

 

Introduction

Duplicate dashboard shortcuts can lead to confusion, clutter, and inefficiencies in system navigation. This guide outlines the process for identifying and resolving duplicate shortcuts to ensure a streamlined and user-friendly dashboard experience.

 

Tags: NetSuite, ERP, NetSuite Partner, NetSuite How To's, NetSuite Tips, Shortcuts, dashboard

 

 

Introduction

With the Multi-Currency Customers feature in NetSuite, users can assign a primary (base) currency to a customer and define additional currencies for transactions with them.

However, when trying to apply a customer payment in a different currency than the invoice, users will notice that the invoice does not appear under Transactions > Customers > Accept Customer Payments, unless the payment and invoice use the same currency.

Example Scenario

• Customer's Primary Currency: CAD
• Invoice Currency: CAD
• Intended Payment Currency: USD

Tags: NetSuite, ERP, NetSuite Partner, NetSuite How To's, NetSuite Tips, Currency

 

Introduction

In NetSuite, saving files directly from a Client Script (CS) is not possible because the N/file module is only available on the server side. To work around this limitation, you can send file data from the browser to a Suitelet, which then saves the file to the File Cabinet using server-side APIs.

This article demonstrates how to implement this pattern, including example code, best practices, and a brief introduction to JavaScript file objects used in the browser.

Tags: NetSuite, NetSuite How To's, NetSuite Tips, SuiteScript, Client Script, suitelet, file upload

Learn how to centralize environment-related variables in NetSuite SuiteScript using a shared module, with examples, benefits, and implementation steps.

 

Introduction

Managing environment-specific variables (such as script IDs, deployment IDs, and folder IDs) is a common challenge in NetSuite SuiteScript development. Hardcoding these values in multiple scripts can lead to maintenance headaches and errors, especially when moving between sandbox, production, or other environments.

A best practice is to centralize these variables in a shared library module. This article explains the benefits, shows how to implement a shared environment variable library, and demonstrates how to use it in your SuiteScript projects.

 

Tags: NetSuite, SuiteScript, Environment Variables, Shared Library, Script Configuration, NetSuite Best Practices

 

How to Use NetSuite's Online Case Form with Custom HTML: A Step-by-Step Guide

NetSuite's External Online Case Form functionality allows companies to collect customer service inquiries directly from their website and have them entered automatically into NetSuite as Case records. This guide walks through how to set up an Online Case Form, use either the default or a custom HTML template, configure related settings such as customer creation and case profile defaults, and embed the form into your website.

 

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, HTML, Online Case Form, NetSuite CRM/Support

 

Introduction

Adding a custom popup dialog to a NetSuite record form allows you to create interactive UI experiences beyond what the native server widget dialogs provide. With a Client Script, you can fully control the popup’s content, logic, and styling.

This article shows how to use a User Event Script (UE) to add a button, and a Client Script (CS) to display a simple but customizable popup dialog using a <div>. The popup includes a button that updates its own content, demonstrating how you can react to user actions.  

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, SuiteScript, SuiteScript 2.1, User Event Script, Client Script, UI Customization, Popup

 Operating globally means dealing with multiple currencies—and NetSuite’s multicurrency and consolidation features make it easy to manage transactions, financial statements, and reporting across different currencies. Here’s how to set up multicurrency transactions, configure consolidated exchange rates, and even update them using CSV imports. 

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, SuiteScript, Multicurrency, Consolidated Exchange Rates

When printing transactions like purchase orders using NetSuite’s basic PDF/HTML forms, the line items often show the vendor's item name or code by default. If you prefer to display your internal Item Name/Number instead—for clarity or consistency—you can do this using a custom transaction line field and updating your form settings. 

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Items, SuiteScript, Basic PDF Print, Vendor Name/Code

 NetSuite provides the ability to automate the delivery of key reports through the scheduling feature on their saved searches. This feature lets you automatically email search results on a daily, weekly, or monthly basis, keeping your team informed without lifting a finger. 

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, SuiteScript, Schedule Saved Searches