Suite Learning

Tips for Maintaining NetSuite Data
Tuesday, September 26, 2023 11:00a.m. – 12:00p.m. PT

Having a single source of NetSuite data provides many benefits to a business, but over time, as more data is created, you may need to do a bit of data cleansing to keep it reliable. Join this webinar with NetSuite experts to understand how you can best maintain your NetSuite data by standardizing naming conventions, eliminating bad data, performing data uploads and joins, and using inline editing to modify records.

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Building a NetSuite Saved Search
Tuesday, October 10, 2023 11:00a.m. – 12:00p.m. PDT

With the right data, you can make the right business decisions. NetSuite Saved Searches allow users to search through almost all records in NetSuite to pinpoint the financial and customer information needed. The results from a Saved Search can be used in many ways such as adding to a dashboard, exporting the data or creating a list. Join this training event to learn about NetSuite Saved Searches, including standard search foundations and best practices; understanding search outputs; and building search templates for your organization.

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An Expert Guide to NetSuite Reporting
Tuesday, November 7, 2023, 11:00 a.m. – 12:00 p.m. PST

Learn how to customize, combine and automate NetSuite reports to improve business insights, drive more informed decisions and increase productivity. View this webinar with NetSuite experts to advance your NetSuite report creation skills by customizing reports to show detailed comparisons, adding fields to incorporate custom metrics and automating recurring reports.

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NetSuite Procure to Pay Tips and Best Practices
Tuesday, November 28, 2023 11:00a.m. – 12:00p.m. PST

With a well-built procurement process, you can better manage vendor relationships and control spending. Join this training event to learn how to optimize NetSuite procurement capabilities, including managing vendor records, bills and payments; creating custom purchase orders; and setting up your procurement dashboards.

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Harness the Power of NetSuite’s Dashboards

You may already be familiar with basic dashboards, but did you know NetSuite's home dashboard is just one of several dashboards you can customize to your needs? You can build your own workspace with the most relevant key performance indicators (KPIs). View this on-demand training event to learn how to customize your NetSuite dashboards and KPIs, including personalizing dashboards for specific users and roles, setting up KPI portlets and KPI meters, and leveraging custom KPIs.

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Using NetSuite Shortcuts

With a few quick clicks, users can navigate NetSuite like a pro. Learn how you can utilize NetSuite shortcuts for improved productivity – and get time back in your day. View this on-demand training event to learn about commonly used NetSuite shortcuts, including keyboard and search shortcuts, accessing recent records, user guides and more.

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Get More from NetSuite Custom Fields

NetSuite custom fields are fields that you can add to your records and transactions to record information specific to your business needs. View this on-demand webinar with NetSuite experts to understand how you can optimize your record pages by applying best practices using custom fields, creating and modifying custom fields, and deploying custom fields.

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Creating NetSuite Saved Search Formulas

You’ve conquered the fundamentals of NetSuite saved searches and now you’re wondering how you can get more from your searches. By including formulas in your searches, you can auto-calculate customized values to extract precise data points for your business. View this on-demand webinar with NetSuite experts to unlock the full power of saved searches by embedding formulas in saved search results and criteria, applying formulas to business use cases and using SQL functions for enhanced formulas.

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Tackling Common Admin Tasks in NetSuite

As a time-stretched administrator, you need to work more efficiently to meet the demands of your growing organization. View this on-demand webinar with NetSuite experts to understand how to better perform admin tasks, including publishing custom dashboards, determining workflow permissions, matching access to user role and resolving field errors.

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Customize Your NetSuite Financial Statements

Pick up some tips for customizing NetSuite financial statements, so they fit the needs of your business. Learn how you can customize your financial statements in NetSuite by getting started with financial statement layouts, customizing financial statement formatting and sharing custom reports with key stakeholders.

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Get the Most Out of NetSuite Inventory Management

Enhance your inventory visibility, tracking and control capabilities. Learn how to better track and manage inventory from supplier, shelf and into the customers hands. View this webinar with NetSuite experts and pick up some tips to better manage inventory, including optimizing item set-up and item dashboards; automating cycle counting; and using KPIs, metrics and reports to help manage inventory.

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Hidden Gems of NetSuite Accounting

Improve your NetSuite know-how and complete common accounting tasks more efficiently. By learning about a few “hidden gems,” you can optimize day-to-day accounting tasks. View this session to better leverage NetSuite accounting by utilizing allocation schedules, creating custom classification fields and segments and auto-generating Statistical Journals Entries.

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Get More from NetSuite Saved Searches

Take your Saved Search skills to the next level. Understand best practices for advanced searches with enhanced formatting, functions, and customizations for richer, real-time data. View this on-demand webinar with NetSuite experts to master Advanced Saved Searches by deploying advanced saved searches, embedding formulas in saved search results and criteria and formatting and grouping results.

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Tips for Setting Up NetSuite KPI Scorecards

Now that you’ve created your company key performance indicators (KPIs), learn how to easily monitor KPIs over time for better, data-driven decisions with KPI Scorecards.

View this on-demand webinar with NetSuite experts to understand how you can set up KPI Scorecards by highlighting KPI Scorecard results, building custom KPI scorecards and customizing the KPI portlet display.

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Top Tips to Improve Your NetSuite Admin Skills

Enhance your administrator skills and better support your business. Designed to empower both new and experienced NetSuite administrators, learn how to better configure your NetSuite solution with native set-up, customization, and configuration options.

View this on-demand webinar with NetSuite experts to optimize NetSuite administer tasks by modifying and creating custom roles for better controls and security, managing data and maintaining data integrity and leveraging customizations with SuiteApps.

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Optimizing Your Use of SuiteAnalytics Workbooks

SuiteAnalytics workbook datasets can make analyzing crucial business data even faster and easier. Learn how to best create and customize datasets to highlight opportunities that drive the success of your business.

View this on-demand training event with NetSuite experts to understand how you can optimize SuiteAnalytics workbooks by building workbook table views and pivot tables, defining column-level filters and advanced formatting, creating charts to graphically represent source data, and exporting and sharing workbooks with other users and roles.

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Managing Fixed Assets in NetSuite

Managing the depreciation of fixed assets and complying with lease accounting standards is easy in NetSuite. Learn best practices for managing the entire asset lifecycle, from acquisition to retirement.

View this on-demand training event with NetSuite experts to understand how NetSuite can help better control and report on fixed assets by utilizing standard and custom depreciation methods, integrating asset management with accounting, and leveraging fixed Asset Workflows and Reports.

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Creating NetSuite Workflows

Are you using the full power of NetSuite workflow capabilities? SuiteFlow helps businesses maximize efficiency by automating workflow-driven tasks, from simple alerts and data input validations to complex, multistage processes—without any complex programming or development effort.

View this on-demand training event with NetSuite experts to understand the key capabilities and best practices of SuiteFlow and how you can optimize workflows through workflow foundations to support unique business needs; and an overview of workflow manager, workflow components and modular workflow design.

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Tips for Simplifying Revenue Recognition

NetSuite Revenue Management helps automate the revenue recognition process. View this on-demand training event with NetSuite experts to understand how to optimize your revenue recognition process by building revenue recognition rules, creating and editing revenue arrangements, managing forecast and actual revenue plans, and using revenue reports and dashboards.

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Tips for Expediting Common Accounting Tasks in NetSuite

Do you use the full power of NetSuite’s many accounting features? Whether you’re just starting out or need a refresher, these quick tips and best practices will help you be more effective in your daily work. View this on-demand training event with NetSuite experts to understand how you can ensure better bookkeeping in areas including your chart of accounts, journal entries and banking transactions.

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Customizing NetSuite Reports

From accounting to operations, you likely use many of NetSuite’s standard reports. However, you can also build custom reports to fill in any missing gaps. View this on-demand training event with NetSuite experts to pick up some tips to help you customize reports, including modifying pre-built standard reports to add, move, and delete fields; changing attributes, groupings, filtering, and sorting; and creating new reports from scratch with different metrics and formats.

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NetSuite Period-End Close Best Practices

Learn NetSuite best practices to help save time and ensure financial accuracy when conducting your financial close. View this on-demand training event with NetSuite experts to pick up some best practices for closing your books in NetSuite, including utilizing the Period Close Checklist, reconciling bank and credit card statements with reports and creating Saved Searches to analyze period close metrics. This Suite Learning event offers a sample of the training content available through NetSuite Learning Cloud Support (LCS).

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Getting the Most Out of NetSuite Standard Costing Capabilities

Not understanding why your actual cost of items are different than your expected cost can lead to expensive manufacturing and procurement issues. Standard costing not only tells you that a variance occurs, but it also helps you understand why costs are different from what was expected to take action to improve these areas.

Watch this on-demand training to learn how to use standard costing in NetSuite.

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How to Optimize Dashboards and KPIs in NetSuite

A well-designed dashboard and relevant KPIs can keep you up to date on the business and on task. NetSuite dashboards boost productivity by displaying actionable insights in the form of KPIs, reminders, tasks and visual report snapshots in a single place.

Download this ebook to pick up tips on how to optimize your dashboards and KPIs.

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How to Efficiently Close Your Accounting Periods in NetSuite

Ready to make closing your accounting periods even easier? Download this ebook to pick up a few tips on how to efficiently close your accounting periods with NetSuite, including facilitating period close activities, accessing the Period Close Checklists, and utilizing saved search and reports for reconciliation.

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How to Build NetSuite Reports

Master the fundamentals of using standard reports, customizing reports and building new reports in NetSuite to get exactly the data you need to empower your business. Download this ebook to pick up a few tips on NetSuite reporting, including utilizing report filters and export features, building custom reports and formulas, and selecting data and metrics for custom reports.

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NetSuite Shortcuts That Will Save You Time

We are all looking for ways to be more productive, even with the use of NetSuite. These simple NetSuite shortcuts will help users be more efficient and productive in their daily use of NetSuite. Download this ebook to discover some top NetSuite shortcuts, including utilizing keyboard commands, narrowing down global search results and accessing favorites and recent records.

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Top Tips for NetSuite Admins

Whether you’re a new or an experienced NetSuite administrator, we’re always looking for to ways to work more efficiently. Download this Ebook to discover best practices for top administrator tasks, including defining user roles and permissions, maintaining data integrity and creating and publishing personalized dashboards

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Optimizing NetSuite Records

Learn how to enhance NetSuite’s record and transaction pages. By adding custom fields, you can track all the information you need for your business. Download this eBook to learn about using custom fields in NetSuite, including creating and assigning custom fields by record types; deploying custom fields and customizing forms; and editing or deactivating an existing custom field.

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Get the Most Out of Your NetSuite General Ledger

The general ledger is the backbone of any accounting system. It's the core of all financial processes, and when designed right, makes controlling your finances much easier. Download this Ebook for tips to help optimize your general ledger, including creating and numbering your general ledger accounts; efficiently managing your chart of accounts; managing journal entry creations, approvals and reversals; and managing banking transactions.

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More Tips for Enhancing Your NetSuite Saved Searches

Make sure you’re able to use NetSuite saved searches to their fullest. Download this ebook to pick up more tips about saved searches, including defining and deploying advanced saved searches; embedding formulas for results, criteria and highlights; and formatting and grouping results with summary functions.

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Tips to Optimize Inventory Management with NetSuite

Get the most out of NetSuite Inventory Management for more informed business decisions. Better understand how to track, adjust, and view key data to enhance and simplify your inventory management processes. Download this Ebook to learn more about NetSuite Inventory Management, including utilizing inventory adjustment forms and worksheets, optimizing inventory transfer processes and supporting role-based inventory dashboards

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How to Track Key Metrics with Custom KPI Scorecards

Scorecards help to simplify complex comparisons among multiple KPIs. Learn about best practices for creating and monitoring NetSuite KPI scorecards that will help power your business decisions. Download this ebook to pick up a few tips on how to build KPI scorecards, including creating KPI scorecards and portlets, creating custom KPIs on a KPI scorecard and comparing and highlighting data.

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How to Build More Impactful SuiteAnalytics Workbooks

With SuiteAnalytics Workbook, turn NetSuite data into easy-to-read charts and pivot tables. Start with a prebuilt template that can be customized based on your business needs. Download this Ebook to learn how to master your use of SuiteAnalytics Workbooks, including creating complex workbooks and datasets, connecting multiple datasets, customizing workbooks to format and filter data and generating visualizations.

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How to Build and Customize NetSuite Workflows

Go beyond the basics of NetSuite workflows. Better understand how to design, visualize and customize automated business processes with SuiteFlow to boost efficiency. Download this ebook to learn more about NetSuite workflows, including building standard and custom workflows, performing form-level data validations, automating approval routing and supporting role-based business processes.

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How to Build a NetSuite Saved Search

NetSuite stores critical financial, customer, project, and sales data, but how can you pinpoint exactly what you need? Using saved search, you can gain real-time insights based on criteria and filters you create. Download this ebook to pick up a few tips on how to build your first NetSuite saved search, including setting up standard saved searches, creating custom saved searches, and accessing published saved searches.

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How to Improve Cash Management in NetSuite

Managing cash has never been more important as it is now. Oracle NetSuite provides key capabilities to help you do so efficiently and accurately.

Download this ebook and learn how to tackle top cash management tasks in NetSuite.

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Tips to Tackling Top NetSuite Admin Tasks

As a NetSuite Administrator, every day your plate is full of many different requests from different areas of your organization. As a time-stretched administrator, you need to work more efficiently to meet these demands.

Download this ebook and discover quick tips for tackling some of the top administrator tasks.

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