Enterprise resource planning (ERP) systems are key to getting a single, 360 degree view of your business. It helps you move from disparate data to actionable, real-time data that you can use to increase your bottom line. And guess what? People are getting it. ERP adoption has soared in the last few years because companies understand how important it is to overall business success.
Netsuite WMS: Warehouse Picking Options
In a previous blog, I covered the order release process through the Netsuite WMS wave release feature. The feature comes standard with Netsuite’s warehouse management software and among its toolset provides several options to specify how warehouse pickers should pick assigned orders. If you’re considering Netsuite WMS, or perhaps already use it, you may want to know the different methods available to pick orders and how they differ. If so, this blog is for you! Let’s jump right in and see what’s available in Netsuite WMS.
Tags: NetSuite, NetSuite How To's, Warehouse Management System (WMS), NetSuite Tips, WMS, Supply Chain Management, Netsuite WMS, Pack Station, Pack
WMS Pack Station: Reprinting Documents via Netsuite UI
Netsuite’s PackStation application offers a way to re-print important documents through the mobile UI on the go. In most cases, mobile warehouse operators are able to quickly reprint documents right from the handheld. However, there may be occasions where this may not be possible or where an alternative may be desired. An alternative option is to print the document through the Netsuite UI, and the process is fairly straightforward. In addition to printing documents through the Netsuite UI, you are also able to send documents straight through the PrintNode connection out to the warehouse. Let’s take a look at both options.
Tags: NetSuite, NetSuite How To's, Warehouse Management System (WMS), NetSuite Tips, WMS, Supply Chain Management, Netsuite WMS, Pack Station, Pack
Common Project Time Entry Troubleshooting
Time entry is important for many different businesses, particularly project based businesses. For instance, service companies charge their clients by the hour. Therefore, tracking and billing the correct number of hours by project determines the profitability of a company. Ultimately, it helps companies track costs or billable time is the source of their revenue.
Tags: NetSuite, NetSuite How To's, NetSuite Tips, Project Time Entry, Troubleshoot, Errors, Time Entry, Billable Time
There are many reasons why a company may want to have dates and periods not match-up. One common reason may be related to the month-end close process. A company may want to enter the actual date (which is in a prior period) of a vendor bill, but since the previous period has already been closed, they will post to the current period for financial purposes. NetSuite can allowtransaction dates outside of the posting periods through the company’s Accounting Preferences. This can increase the risk of unwanted date/period mismatches as well as cause headaches for reconciliations between AR/AP Aging reports to the Balance Sheet. One way to monitor this is through a Saved Search.
Tags: NetSuite, Reporting, NetSuite How To's, Accounting, NetSuite Tips, Accounting Periods, Saved Search, Transactions, Date Mismatch
During your WMS PackStation implementation, you may have noticed your packages have autogenerated numbers. Generally, those autogenerated packages follow the numbering scheme of sales order # + some number. In most cases, the default numbering scheme will suffice for most customers. However, as with most settings in Netsuite, this can be customized based on business requirements.
Tags: NetSuite, Reporting, NetSuite How To's, Warehouse Management System (WMS), NetSuite Tips, WMS, Supply Chain Management, Netsuite WMS, Shipping, Pack Station, Carton
Orders Being Shipped Under North American Free Trade Agreement (NAFTA)
You might have encountered error/ notice: "There are no international customs documents to print for this fulfillment" when printing commercial invoice on Item Fulfillment. When shipping between US, Canada and Mexico, it is a requirement for NAFTA (North American Free Trade Agreement) Certificate of Origin to enter the criteria of the item being exported. What is NAFTA? And how does this impact you?
Tags: NetSuite, Reporting, NetSuite How To's, NetSuite Tips, Order Fulfillment, Shipping, NAFTA
Creating a Month-By-Month Balance Sheet for Last 3 Periods
You want to review month over month movement of your Balance Sheet. You will notice in order to see a month-by-month trend, you can add the Accounting Period on the columns, but it shows all the historical periods. Are there times you would like a quick view of the Balance Sheet for recent periods. Your options could be running it for all periods and deleting the columns you don’t need in excel or manually set the periods using custom periods. The process below will help you run a dynamic balance sheet by month for the last 3 periods by changing the date on the Reports Page without having to go back to the customization page.
Tags: NetSuite, Reporting, NetSuite How To's, Accounting, NetSuite Tips, Trend, Balance Sheet, Statement
What are Vendor Prepayments? When Vendor requests a deposit or payment before a Purchase Order is approved or before a Vendor Bill is issued, you can record this payment as a Vendor Prepayment in NetSuite.
Tags: NetSuite, NetSuite How To's, Accounting, NetSuite Tips, Financial, Transactions, Vendor, Vendor Payments, Bills, Bill Payment
Get an Undeposited Funds as of Date Report
Have you ever wondered if there was an easier way to get a detail report of Undeposited Funds for a previous Date? If you have a lot of transactions that flow in and out of this account, it can be a daunting task if you don’t reconcile this right after month-end close or even if there happened to be back-dated transactions after you month-end bank reconciliation. The following search will help you download a saved search report to solve that issue.
Tags: NetSuite, Reporting, NetSuite How To's, Accounting, NetSuite Tips, Financial, Bank Reconciliation, Bank Account, Saved Search, Transactions, Undeposited Funds