We all know the importance of data and how it can drive future decisions. Especially if you just had a new implementation, you want to make the best use of the information you are obtaining in NetSuite. Setting up your KPIsto measure a company’s progress toward a set of objectives is a great way to start. Tracked over a set period, KPIs help an organization make informed, data-driven decisions.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, KPI, KPI Scorecard
Netsuite forms will contain native fields on their pages and sometimes that is not enough. When additional fields are needed on a form, custom fields come into play. Custom fields allow you to add a variety of options on your form. When deciding to add a custom field, you have a few options to find the page to create a custom field.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Customize, Customization, Custom Fields
Save searches have emerged as a powerful tool to sift through high volumes of data and uncover relevant information. However, there are instances when you need to extract data for a specific subset of transactions, without the overload of excess information. In this article, we will explore ways to leverage unique identifiers, such as Transaction IDs or Internal IDs, to streamline your search and focus solely on data that matters to you most.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, Transactions, Transaction Lines, Implementation, Transaction IDs
In previous blogs, we’ve seen how native Netsuite functionality can be leveraged to support your pricing process. Pricing scenarios such as customer specific pricing and group pricing allow us to implement robust and logical pricing structures to ensure we charge customers the right price. We extend those concepts in this blog by reviewing quantity based pricing. In Netsuite, quantity based pricing can be set up using standard functionality to help us offer discounts based on quantity sold.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Implementation, Pricing, Item Pricing, Prices, Discounts, Quantity Pricing, Pricing Schedules
In a previous blog, we introduced you to Netsuite’s price level concept, which helps us assign different pricing for items. We can then take these price levels and assign them to customers allowing customers to receive different pricing for a given item. In this blog, we will continue to explore Netsuite’s pricing concepts and processes by reviewing pricing groups.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Implementation, Pricing, Item Pricing, Prices, Discounts, Pricing Groups, Group Pricing
NetSuite provides some powerful functionality to help you set item pricing and ensure you are charging your customers the correct price. Tools offered by NetSuite to help you manage item prices include Price Levels, Pricing Groups, Quantity Pricing (and Pricing Schedules), along with free SuiteApps such as their Effective Date Pricing solution. These tools, while helpful, may seem daunting to implement at first but are fairly simple to set up. For this series of blogs, we’ll walk through the different native pricing options you have at your disposal.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Implementation, Pricing, Item Pricing, Prices, Price Levels, Discounts
In the upcoming Netsuite Release 2023.2, there will be a key change to a saved search function. This alteration specifically affects the HTML option available to users when creating formulas within the search. In this article, we will review how to maintain the HTML hyperlink option in your saved search fields.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, Customization, HTML
One of the most common edits requested by customers during a new NetSuite implementation is to customize the sublist display for several transaction records, namely the Items and Expenses subtabs on Vendor Bills and Purchase Orders.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Purchase Order, Transactions, Vendor, Customization, Vendor Bill, Transaction Forms
Are you using Avalara AvaTax to calculate tax in Netsuite? Avalara AvaTax automatically calculates sales and use tax for transactions, invoices, and other activity powered by NetSuite.Avatax is a comprehensive cloud-based tax calculation.I shared how to set a Customer to be Tax Exempt in U.S. and Canada in Avalara account in the previous blog. In this blog, I will share how to exempt customers from sales tax in NetSuite with an entity use code.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Customization, Customer Records, Entity/Use Code, Avalara, AvaTax, Sales Tax
NetSuite provides a variety of search tools to identifyimportant information, filter criteria, and obtainthe real-time data. I will shareone of the latest NetSuite search tips, methods, formula restrictions, and the importance of using NetSuite’s tools to quickly find information. In this blog, I will share the great tip to count the number of selected values from the custom field.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, Customization, Custom Fields
