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

While many individuals working on a project have a good understanding of fundamental project management concepts like scope, timelines, updates, and budgets, there are several unspoken subtleties to consider when working with new clients/teams on a brand new implementation project.

Tags: NetSuite, ERP, Project Management, People Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Project, PM

With Netsuite’s 2023.1 Release right around the corner, Netsuite is ending support for its Legacy Bill of Materials module. While business critical issues will continue to be addressed and resolved, new feature developments will no longer include Legacy Bill of Materials. As a result, Netsuite recommends migrating to Netsuite’s Advanced Bill of Materials. To be clear, immediate migration to Advanced Bill of Materials is not necessary, but you may be thinking of making the change in the near future. You may also be wondering how Advanced Bill of Materials compares to Legacy Bill of Materials, and what impacts to data you should be aware of.

Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Implementation, BOM, Manufacturing, Bill of Materials, Advanced BOM

During the course of managing your assets in NetSuite’s Fixed Asset Management (“FAM”) module, you are bound to revalue a few assets.  Revaluing an asset means the current value of the asset is more or less than the original cost, the asset life has changed, depreciation method has changed, or the residual value has changed. NetSuite’s FAM module can help you revalue and post the correct GL impacts to your financial statements. If you would like to learn how to revalue an asset in the FAM module, please visit SuiteAnswers: Revaluation of an Asset (https://suiteanswers.custhelp.com/app/answers/detail/a_id/19284/loc/en_US).  

Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Bank Reconciliation, Fixed Asset, Reconciliation, Fixed Asset Management, Revaluation

Successful inventory management is a key component in any business, and understanding the challenges and opportunities in this space is critical to developing successful and impactful processes. One of the challenges in this space with regard to Netsuite has been how to effectively manage inventory that should not be sold, or inventory that can be sold but should otherwise be segregated based on specific attributes. Traditionally, part of the challenge is how to prevent this inventory from being allocated to sales orders or how to track inventory items that share the same item number in Netsuite but may have small differences such as packaging.

Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, Inventory Management, Warehouse Management System (WMS), NetSuite Tips, WMS, Netsuite WMS, Implementing, Implementation, Inventory Status, Item Receipt, Defective Inventory, Quality Assurance