In this lesson we take a look at the second half of the procure to pay cycle which covers payables. We look at how to create a single bill from a single purchase order, and how to use the bill purchase orders screen to create multiple bills at the same time. We cover how to manually enter a bill, and how we can use memorized transactions to automate the bill creation process for recurring transactions. We cover bill approval using the default workflow. Then we round out the video by looking at actually paying the bills, and marking them as paid inside NetSuite.

In this lesson we cover creating financial reports, or statements. We create a standard balance sheet, and cover changing the layout of the report, within the constraints provided, to make sure the data is presented in a meaningful way. We cover how summary rows look and whether they show as expanded or not, and the actual colors, fonts and other display characteristics of the report. We also take a look at some of the column editing differences between financial and non-financial reports, and look at the alternate period range that is used to do period over period, think month, quarter and year, comparisons. Finally we cover some extra options that are available when building and when running the financial report.

In this video we take a look at Employees, Users, Permissions and Roles. We cover how each of these components interact with the others. We go over creating new employees and users, and some best practices when creating them. We talk about expense and purchasing limits, enabling commissions on the employee record, and storing sensitive data in the employee record. We cover turning employees into users, and notifying those employees of the change in a way that will help them get started working immediately. We talk about customer and vendor login accounts. We talk about roles and billing, and how the two interact. Finally we talk about how roles and permissions work, and where to get some more help with them if you need it.

There is no description for this video yet.

In this lesson we talk about how to navigate to NetSuite and login, and how to create a browser and desktop shortcut to make getting back into the system a bit easier. We also cover setting your initial password within the given password criteria, and setting your security questions to assist with password recovery should the need arise. We briefly mention the use of two factor authentication, and cover securely signing out of the system. Finally we talk about common login problems that can occur and how to handle them.

In this video we take a look at the first half of the order to cash cycle, which starts with sales. We start with the Opportunity, then generate a Quote from it, and Finally create a Sales Order from that, including printing and email transactions. We talk about the Sales Funnel or Pipeline, and how it is implement in the system, and talk about approval processes. We round out the lesson by covering the Pick, Pack and Ship Process, and Cash Sales.

In this video we take a look at saved searches, and how they differ from reports. We look at the different types of searches that can be created, and go through the entire process of creating a transaction search for sales orders. We cover using an iterative approach to creating searches and reports, and why this is important. We cover adding fields to search results, and setting the fields the search will sort by. We cover how to use the search that we created as a list view or in a dashboard, or how to set it as the default search for specific users or roles. We cover filtering by criteria at build time, as well as adding filters for run time filtering, and use examples of filtering by type, transaction mainline, and date. We cover creating highlighting and formatting rules to help key data stand out. We cover controlling access to the search through audience, permission and search owner settings, and viewing the audit trail to see if the search has been changed, and the execution log to see when a search has been run. Finally we talk about search translation, inline editing results while running a search, and exporting the results to Excel, CSV, PDF or via email.

In this video we provide some additional resources to continue your journey learning NetSuite. We review what was covered in the basics course. We look at resources such as Reddit, Slack, User Groups, and other training. Finally we talk about sandbox accounts and why you should have one.

There is no description for this video yet.