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Jesse Guzman, Consultant

Jesse Guzman, Consultant
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Recent Posts

What’s the difference between a Purchase Request and Purchase Requisition in Netsuite?

Posted by Jesse Guzman, Consultant on Jan 4, 2022 9:00:00 AM

In a previous blog we explored how to create a Purchase Request using the Employee Center role.  In this blog we’ll explore the differences between a Purchase Request and a Purchase Requisition. 

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Tags: NetSuite, ERP, NetSuite How To's, NetSuite Tips, Purchase Order, Purchase Request, Administrator, Purchase Requisitions

Creating NetSuite Purchase Request with the Employee Center Role

Posted by Jesse Guzman, Consultant on Dec 7, 2021 11:00:00 AM

NetSuite has a great Purchase Request feature which can be leveraged to monitor and control the purchases within an organization. Many organizations find it difficult to control spending in certain key areas or lack a formal process to request new equipment.

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Tags: ERP, NetSuite How To's, NetSuite Tips, Purchase Order, Purchase Request, Administrator

NetSuite Billing Schedules

Posted by Jesse Guzman, Consultant on Nov 18, 2021 12:38:47 PM

This article is geared towards use cases where recurring billing is needed. The need for billing schedules is becoming a bigger necessity as more businesses move to subscription type billing. While in this case we are not leveraging the contracts module in NetSuite, we can leverage the standard billing schedules functionality on the sales order form by following these steps.

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Tags: NetSuite How To's, Accounting, NetSuite Tips

NetSuite Drop Down vs List

Posted by Jesse Guzman, Consultant on Sep 15, 2021 2:30:00 PM
This article is geared towards NetSuite Administrators and NetSuite super users. Personally, I’ve worked on quite a few implementations and early on, one of the NetSuite behaviors that stumped me was how some environments had a drop-down list versus others had the predictive search text or double down arrow to open a list. Specifically on any transaction when entering items.
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Tags: Project Management, NetSuite How To's

NetSuite: Integrate Salesforce

Posted by Jesse Guzman, Consultant on Jun 14, 2021 11:21:41 AM
NetSuite and Salesforce are two powerhouses in the cloud business tools industry. In some ways they compete for customers. NetSuite can provide many of the same tools as Salesforce, however, there are many organizations who decided NetSuite will be the system of record for financials, manufacturing, inventory, order processing, etc yet rely on the power of Salesforce for CRM.
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Tags: Project Management, NetSuite How To's

NetSuite: Stop Manually Uploading Your Big Commerce Orders

Posted by Jesse Guzman, Consultant on Mar 16, 2021 3:41:23 PM

E-Commerce business is growing at a rapid pace. Many estimates are putting the 2020 growth of e-commerce in the range of 130% - 150%. Undoubtedly the pandemic of 2020 was a catalyst to accelerate the trend towards e-commerce.

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Tags: Project Management, NetSuite How To's

NetSuite: Saved Search or Reports

Posted by Jesse Guzman, Consultant on Jan 7, 2021 12:26:13 PM
NetSuite Saved Searches are a powerful tool. NetSuite comes pre-loaded with many useful reports. So, which is better?
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Tags: Project Management, People Management, NetSuite How To's

NetSuite vs SAP: Key Differences

Posted by Jesse Guzman, Consultant on Dec 29, 2020 1:49:43 PM

There are many articles highlighting the pros and cons of NetSuite ERP vs SAP Business by Design. This blog will focus on some of the key differences. Note, SAP has recently made their Business One module available for cloud deployment as well. Business One is available in cloud only, on-premises or a hybrid approach. In this article we will focus on ByD for a more direct comparison of cloud only platforms.

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Tags: Project Management, People Management, NetSuite How To's

NetSuite vs. Dynamics: Key Differences

Posted by Jesse Guzman, Consultant on Oct 27, 2020 12:21:26 PM
There are many articles highlighting the pros and cons of NetSuite ERP vs Microsoft 365. This blog will focus on some of the key differences.
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Tags: Project Management, People Management, NetSuite How To's

Short & ‘Suite: Workflows Using the Lock Record Feature

Posted by Jesse Guzman, Consultant on Oct 27, 2020 12:13:29 PM
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Tags: NetSuite Tips

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