As much as we plan and prepare, most projects will run into situations that throw either budget, schedule, or both off tracks. Sometimes you can save the go live date or budget and sometimes you need to make a change. This is where the project manager is worth their weight in gold. Generally speaking, there are 3 stages a project manager goes through when a project is off track. How well a project manager handles each stage is a direct impact to the success of the project.

Tags: Project Management, NetSuite How To's

After long internal discussions and a restructuring of your budget for the new year, you’ve made it – your company has finally decided to begin its search for a long-term ERP solution. Congrats!

Tags: ERP, Project Management

For organizations that buy and resell products from overseas, knowing which products are on the water and which purchase orders they were ordered on can be challenging, especially when tracking changes in ownership. I’ve seen a few businesses that have implemented complex customizations for tracking these shipments and their associated asset value, without realizing that NetSuite offers native functionality for inbound shipment tracking.

Tags: Project Management, NetSuite How To's

Have you ever encountered the error message: 'Inventory Revaluation is no longer the first transaction in the item's history’?

Tags: Project Management, NetSuite How To's

It is critical to have accurate inventory for your warehouse in order to stay competitive and it is frustrating to see the inventory discrepancy within the system. You might have encountered the situation where the quantity available in the location differs from the quantity available in the serial lot. I’ll share a quick fix when the Advance Bin Management is turned off and inventory quantity mismatch occurs in Netsuite.

Tags: Project Management, NetSuite How To's

One of NetSuite’s hidden gems is their robust catalog of SuiteApps, which are add-on bundles built by NetSuite that enhance existing functionality and are often available completely free of charge. SuiteApps range from custom reporting to meet country-specific tax requirements to improved employee and subsidiary navigation interfaces to a drag and drop tool for attaching files to records (one of my personal favorites). In today’s post, I’ll discuss the Effective Date Pricing SuiteApp, which allows you to schedule and automate pricing updates in your NetSuite environment.

Tags: Project Management, NetSuite How To's

As a NetSuite Administrator, it's important to know tips and tricks of how to troubleshoot and manage system integrity.  NetSuite provides an Administrator with a lot of auditing tools to help him or her do their job well. Below are a few more commonly used auditing functions.

Tags: Project Management, NetSuite How To's

NetSuite Saved Searches are a powerful tool. NetSuite comes pre-loaded with many useful reports. So, which is better?

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

If your business sells physical goods and uses NetSuite as its ERP system, then configuring the way that you fulfill inventory is critical to your daily operations. In the Accounting Preferences menu, there are a number of preferences specifically related to fulfillment that can have a significant impact on how orders are processed. In this post, I’ll discuss each of the options offered and how each effects the fulfillment process.

Tags: Project Management, NetSuite How To's

One of my favorite features of NetSuite is the way that it tracks bidirectional email activity for emails generated from within the system. Having visibility into communication activity related to a customer, vendor, or specific transaction record is an invaluable resource, but only if the initial outbound email is delivered as intended. NetSuite offers the ability to configure DKIM (DomainKeys Identified Mail), which is essentially a digital signature within the code of your email that can be read by internet service providers to help identify spam and improve the deliverability of your messages. While there are some slightly technical aspects of setting up a DKIM entry, even a non-technical user can do it once they understand the process. In this post, I’ll take the mystery out of configuring DKIM in your NetSuite environment.

Tags: Project Management, NetSuite How To's