Suite Learning

A Product Training Series

Learn how to expand your NetSuite knowledge and skills.

As a NetSuite user, you may be wondering how to make the most out of your daily use of the system. You may not have time to read the instruction manual, so you need quick tips to get you started.

This series will guide you through the top challenges that users face and help you learn how to optimize your use of NetSuite.

Upcoming Events

Creating NetSuite Workflows
Tuesday, December 6, 2022, 11:00 a.m. – 12:00 p.m. PST

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.

Join this webinar 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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Managing Fixed Assets in NetSuite
Tuesday, January 3, 2023, 11:00 a.m. – 12:00 p.m. PST

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.

Join this webinar 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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Optimizing Your Use of SuiteAnalytics Workbooks
Tuesday, January 17, 2023, 11:00 a.m. – 12:00 p.m. PST

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.

Join this webinar 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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Tips for Setting Up NetSuite KPI Scorecards
Tuesday, February 7, 2023, 11:00 a.m. – 12:00 p.m. PST

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.

Join this webinar with NetSuite experts to understand how you can set up KPI Scorecards by determining the KPI requirements, calculating key variances over multiple date ranges or accounting periods, and customizing the KPI Scorecard portlet display.

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On Demand

Couldn’t join us live?

We have you covered. Past events are available On Demand and will be published after each event.

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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Building a NetSuite Saved Search

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 add to a dashboard, export the data or create a list. View this on-demand training event to learn about NetSuite Saved Searches, including standard searches foundations and best practices, understanding search outputs, and building search templates for your organization.

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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. This Suite Learning event offers a sample of the training content available through NetSuite Learning Cloud Support (LCS).

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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 custom KPIs. 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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Resources

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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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 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 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 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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