For organizations that buy and sell physical goods, being able to efficiently and accurately move inventory within warehouse(s) is critical. Knowing exactly how many units of each product you have in a particular location and/or bin drives both purchasing and sales activity, so it is extremely important that changes to inventory are recorded correctly and in a timely manner.

Tags: Project Management, NetSuite How To's

Are you looking for ways to make the bank reconciliation process easier? There are many ways to slice and dice this need. Before reaching out to another vendor or requesting a NetSuite customization from your Partner, consider NetSuite’s native functionality. As of 2020.1 release, you can now download a bundle called Auto Bank Statement Import to automatically import bank statements on a daily basis.

Tags: Project Management, People Management, NetSuite How To's

Have you been managing your assets outside of NetSuite? Are you looking for an automatic way to manage the accounting, maintenance, and location of your assets? Do you want to know the status or condition of your assets at any given time?

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Have you gotten stuck on why the billing address won’t display on the PDF version of the Invoice? You checked the billing address in the Customer record and You checked the PDF is formatted correctly.

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There are many articles highlighting the pros and cons of NetSuite ERP vs QuickBooks. This blog will focus on some of the key differences.

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There have been many discussions on the value of working from home. Whatever side of the spectrum you may fall on, you may now be faced with the reality where you are being asked to work from home. Below is a list of tips and suggestions for working from home. It is not a one size fits all solution, just like everyone has different habits in the office, everyone may also have different habits at home. The goal is to find what works well for you.

Tags: Project Management, People Management, NetSuite How To's

A typical NetSuite implementation takes 3-6 months, depending on complexity and resource availability at the organization that is transitioning to NetSuite. One of the first steps of the implementation process is the development of a detailed project plan, which outlines each of the tasks that need to be completed prior to the go-live date along with deadlines.

Tags: Project Management, NetSuite How To's

NetSuite’s role-based architecture gives you the ability to control which users can perform each of the various functions and view related data within your environment with laser precision. This level of customization is extremely powerful when used correctly, but can cause inefficiencies, employee frustration, and even erroneous data when configured poorly. In this article, I’ll share five of my best practices when working with user roles in NetSuite.

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In previous posts, I’ve covered some of the ways that both saved searches and workflows can be leveraged to create automatons, enforce business process and controls, and provide proactive updates and metrics, but I haven’t spent much time showing how the two tools can be used together. In this post, I’ll provide an overview of how to create scheduled workflows that trigger based on saved search results and share a few practical examples that show how you can put this functionality into use in your NetSuite environment.

Tags: Project Management, NetSuite How To's

NetSuite releases two system upgrades per year to all accounts, often providing new functionality within existing features in addition to launching brand new capabilities. Prior to being upgraded to the new release, all accounts are given access to a release preview environment that allows users to preview the changes in a sandbox-like setting. Detailed documentation describing all changes that are included as part of the new release are also provided at this time and can be accessed from the New Release portlet and in SuiteAnswers.

Tags: Project Management, NetSuite How To's