This course introduces the key concepts for using and maintaining NetSuite Planning and Budgeting and teaches how to perform periodic routines. This course is available in several editions and users should take the course that matches their NetSuite Planning and Budgeting edition.
NetSuite Planning and Budgeting Essentials begins with describing the application and how to navigate, enter data and how to make data meaningful. The course continues with an overview of the budget and forecast process including reporting and analytic tools before moving into an overview of the periodic tasks that need to be performed. General NetSuite and Planning and Budgeting concepts are examined. This course concludes with exploring how to import metadata and data from NetSuite to Planning and Budgeting, how to run Business Rules, set Variables, and take backups.
Expert instructors demonstrate each process. Throughout the course, recommended tips, best practices and key points are shared.
Duration: ½ day
Price: $400 USD
CPE credits are available for NetSuite courses.
Check out our CPE list for details.