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Changing Custom Sales Order Form Based on Specific Customer

Posted by Kevin Suh, NetSuite Administrator on Sep 28, 2023 11:00:00 AM

Did you know that you have the power to dynamically alter the Custom Form used for Sales Orders in NetSuite based on your selected customer? This can be an incredibly handy feature when you require distinct PDF forms or record formats for specific customers. Let's walk through how you can achieve this!

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Tags: NetSuite, Customer Service, NetSuite Partner, NetSuite How To's, NetSuite Tips, Sales, NetSuite Administrator, Sales Order, Netsuite ERP, Sales Order Form

Authorized Contacts in NetSuite Account Center

Posted by Kevin Suh, NetSuite Administrator on Sep 26, 2023 11:00:00 AM

Are you currently utilizing Netsuite's customer support services? To enhance response times and establish a more scalable customer support system, Netsuite has implemented a streamlined process known as "Authorized Contacts" in alignment with the Terms of Support Service.

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Tags: NetSuite, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Administrator, Netsuite ERP, Authorized Contacts, Account Center

How To Reschedule Your Release Update

Posted by Sara Duong, Consultant on Sep 21, 2023 11:00:00 AM

We find ourselves in the midst of an implementation process, and the timing of the upcoming NetSuite release updates couldn't be more inconvenient. It's right in the heart of our user acceptance testing phase, which not only poses a risk of disrupting our testing but also threatens to delay our go-live plans. Historically, unless you were subscribed to premium support, you had no choice but to adhere to the assigned release update schedule. However, if your system is running on the OCI database structure, you now have the flexibility to reschedule these release dates to better suit your needs.

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Tags: NetSuite, NetSuite How To's, NetSuite Tips, NetSuite Administrator, Netsuite ERP, Netsuite Updates, Changing Schedules, Request Different Dates, OCI Database

The Pros and Cons of Self Implementation in ERP Projects

Posted by Cherry Tan on Sep 13, 2023 11:00:00 AM

In today's fast-paced business landscape, organizations face constant pressure to optimize their operations and enhance productivity. One way to achieve this is through Enterprise Resource Planning (ERP) systems. When it comes to implementing an ERP solution, organizations have two primary options: self implementation or partnering with an external vendor. In this article, we will delve into the concept of self implementation, exploring its benefits, challenges, and the factors to consider when making this crucial decision.

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Tags: ERP, Project Management, Acumatica, cloud-based ERP, Cloud ERP, Acumatica ERP, Project Managing, Self Implementation, ERP Projects, Pros Cons

Enabling and Creating Inventory Statuses

Posted by Cherry Tan on Sep 12, 2023 11:00:00 AM

Unlocking the Power of NetSuite's Inventory Status Feature

When it comes to managing your inventory effectively in NetSuite, there's a fundamental tool you shouldn't overlook: the Inventory Status feature. In this article, we'll guide you through the process of enabling and utilizing this crucial feature, helping you gain better control over your inventory. 


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Tags: NetSuite, NetSuite How To's, NetSuite Tips, Inventory, Netsuite ERP

Sage & Viewpoint: Streamlining Operations and Enhancing Efficiency

Posted by Cherry Tan on Sep 11, 2023 11:00:00 AM

At its core, Acumatica offers tools for project management, financial management, job costing, and more. What sets Acumatica apart is its user-friendly interface and role-based access, ensuring that each user sees only the information relevant to their role. Customizable dashboards provide high-level overviews of critical information, tailored to specific roles within the organization. These dashboards can even include widgets like weather updates, providing real-time insights that are invaluable in the construction industry.

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Tags: ERP, Project Management, Acumatica, cloud-based ERP, Cloud ERP, Acumatica ERP, Project Managing

Extracting Data CSV v. Excel

Posted by Cherry Tan on Sep 7, 2023 11:00:00 AM

Understanding Data Extraction Options in Netsuite

When it comes to managing data in Netsuite, having a grasp of your data extraction options can significantly impact your workflow efficiency. In this article, we'll explore the various export options available in Netsuite and shed light on the differences between CSV and Excel exports. So, let's dive in!


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Tags: NetSuite, NetSuite How To's, NetSuite Tips, data, Excel, CSV Import, Netsuite ERP, CSV, Pros Cons

Streamlining Construction Operations with Acumatica's Cloud-based ERP Software

Posted by Cherry Tan on Sep 6, 2023 11:00:00 AM

In the rapidly evolving construction industry, efficient project management and cost control are crucial for success. To meet these demands, contractors are turning to Acumatica, a powerful cloud-based Enterprise Resource Planning (ERP) software tailored specifically for the construction sector. Acumatica's role-based system, customizable dashboards, and seamless integration provide contractors with the tools they need to streamline their operations, manage projects from start to finish, and optimize profitability. In this article, we'll explore how Acumatica empowers construction companies to achieve their goals while saving time and resources.

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Tags: ERP, Project Management, Acumatica, cloud-based ERP, Cloud ERP, Acumatica ERP, Project Managing

Streamlining Construction Management with Acumatica: A Comprehensive Overview

Posted by Cherry Tan on Aug 31, 2023 11:00:00 AM

Managing construction projects requires precision, organization, and access to real-time information. Acumatica, a leading cloud-based ERP solution, offers an array of features tailored to the needs of the construction industry. In this article, we delve into the core functionalities of Acumatica for Construction, from project setup and management to cost analysis and change orders. Let's explore how this platform empowers construction professionals for efficient project execution.

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Tags: ERP, Project Management, Acumatica, cloud-based ERP, Cloud ERP, Acumatica ERP, Project Managing

Common Errors on CSV Imports

Posted by Kevin Suh, NetSuite Administrator on Aug 29, 2023 11:00:00 AM

Mastering CSV Data Upload in NetSuite

Let's kick off by delving into the process of integrating new data into the system. To access the CSV import tool, navigate to Setup → Import/Export → Import CSV Records:

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Workflow Instance, Record Management, CSV

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