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What are Grants in NetSuite’s Non for Profit Environment?

Posted by Sara Duong, Consultant on May 16, 2024 10:00:00 AM

 

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Financial Report, Grant

Creating Pricing Groups, and Add/ Remove Pricing Group in a Customer Record via CSV Import

Posted by Kevin Suh, NetSuite Administrator on May 14, 2024 10:18:10 AM

Price groups enable you to assign customer-specific price levels for groups of items. For example, you could create a pricing group called Bicycles and associate the pricing group with all of your bicycle items. The price level for a pricing group takes precedence over the customer's price level. It does not take precedence over item pricing. I will show you the way to mass create, add and remove pricing group in this blog.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, CSV Import, Pricing, Prices, Price Levels, Pricing Groups

Feature Overview: Item Substitution

Posted by Jose Moreno, Consultant on May 9, 2024 9:00:00 AM

NetSuite’s Supply Chain Management bundle includes a collection of features that can help drive efficiencies across the entire supply chain. We have covered several of these features on this blog including estimated landed costs, customer part numbers, and engineering change orders. This time, we will be covering the item substitution feature. Through the use of this feature, we are able to enter substitutions, which are alternative items offered to customers when their originally requested item is not available. Capturing this data in NetSuite can be helpful in driving supply chain efficiencies as it helps us analyze where supply failed to meet demand, and also helps us establish relationships between items that are suitable substitutions. Let us take a quick look at the feature and how it works.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Sales Order, Item Alternatives, Food and Service, Item Substitution

Feature Overview: Intelligent Item Recommendations

Posted by Jose Moreno, Consultant on May 7, 2024 9:57:07 AM

With the continued increase in artificial intelligence algorithms, more technology companies are looking for opportunities to implement this new tool into their software catalogs. Oracle is no stranger here and has recently been deploying various AI tools across their software offerings, including NetSuite. One recently released AI driven tool is the intelligent recommendations feature. If you use NetSuite sales orders, there is a good chance you have seen a new spiffy Intelligent Recommendations button on your sales order forms. What does it do and what is all about? Read on to find out.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Artificial Intelligent, Intelligent Item Recommendations

SuiteApp Overview: Costed Bill of Materials

Posted by Jose Moreno, Consultant on May 1, 2024 1:57:54 PM

In the manufacturing industry, knowing the cost of a finished good is critically important in driving decision-making. For instance, knowing costs helps identify opportunities to reduce component costs, and help set sales prices to ensure profitability. For companies using NetSuite’s Advanced Bill of Materials feature, it can be challenging to query the required data through saved searches or Suite Analytics datasets. This can be especially so if you use multi-level assemblies. Fortunately, NetSuite released the Costed Bill of Materials SuiteApp which aims to facilitate this querying process by providing a streamlined and centralized process for pulling this important cost data. Let us dive in and see what it is all about.

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Tags: NetSuite, ERP, NetSuite Partner, NetSuite How To's, NetSuite Tips, BOM, Manufacturing, Bill of Materials, Work Order, Costed BOM

Item Types: Groups, Assemblies, and Kit/Packages

Posted by Kevin Suh, NetSuite Administrator on Apr 23, 2024 11:00:00 AM

Groups, assemblies, and kits/packages are various categories of items that bundle together multiple individual items for sale. In the realm of inventory management, understanding the nuances of different item types is essential for efficient operations and streamlined workflows. Among these are item groups, assemblies, and kit/packages, each serving unique purposes and presenting distinct features.

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Tags: NetSuite, ERP, NetSuite Partner, NetSuite How To's, Inventory Management, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Inventory, Netsuite Language, Netsuite ERP, Inventory Status, Netsuite Updates, Items, NetSuite Features, NetSuite Support, Item Types

PO Rate Field

Posted by Isaias Torres, Consultant on Apr 18, 2024 11:00:00 AM

Here's a handy tip for creating drop-shipped items: you can set your preferred vendor and purchase price on the item record itself! This sublist on the Purchasing/Inventory subtab of the item record will reference the vendor in which you are ordering the item from.

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Tags: NetSuite, ERP, NetSuite Partner, NetSuite How To's, Accounting, NetSuite Tips, Financial, NetSuite Integrations, NetSuite Administrator, Netsuite Language, Netsuite ERP, Custom Fields, Netsuite Updates, NetSuite Features, NetSuite Support, PO Rate

NetSuite Implementation – Should you bring in historical transactions?

Posted by Sara Duong, Consultant on Apr 16, 2024 11:00:00 AM

With every new NetSuite implementation, there is a decision to make with what to do with historical data. Should you import just the month-end trial balances, or bring in all the individual transactions? Cleanest and most common choice is to bring in monthly trial balances. Though not impossible, it is a heavy lift to properly bring in the transactions into NetSuite.  

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Tags: NetSuite, ERP, NetSuite Partner, NetSuite How To's, Accounting, NetSuite Tips, Financial, NetSuite Integrations, NetSuite Administrator, data, Netsuite Language, Netsuite ERP, Netsuite Updates, History Record, NetSuite Features, NetSuite Support

NetSuite User Multiple Subsidiary Access using Roles

Posted by Andre Tardio on Apr 11, 2024 11:30:00 AM

Have you ever come across a situation in your NetSuite where a complex subsidiary structure necessitates assigning certain users to specific subsidiaries while excluding others. Although seemingly straightforward, managing this can be a bit more intricate due to the limitation within the employee/user record, which only permits the selection of a Primary Subsidiary. This grants access solely to that subsidiary and any child subsidiaries linked to the chosen parent. If you need to grant access to multiple subsidiaries without a hierarchical relationship, the following steps will help you out!

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, Accounting, NetSuite Tips, Segmentation, Financial, NetSuite Integrations, NetSuite Administrator, Netsuite ERP, Subsidiary, Netsuite Updates, Changing Subsidiary, NetSuite Features, NetSuite Support

A Guide to NetSuite Item Types: Groups, Assemblies, Kit/Packages

Posted by Isaias Torres, Consultant on Apr 11, 2024 11:00:00 AM

Groups, assemblies, and kits/packages are various categories of items that bundle together multiple individual items for sale. In the realm of inventory management, understanding the nuances of different item types is essential for efficient operations and streamlined workflows.

Read More

Tags: NetSuite, ERP, Project Management, NetSuite Partner, NetSuite How To's, Accounting, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Netsuite ERP, Netsuite Updates, Items, Assembly Items, NetSuite Features, NetSuite Support, Kits and Packages

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