Leaving NetSuite

7 minutes Standard

With older traditional on-premise systems there was always an option to simple leave the old system around where it was available. With newer cloud or SaaS systems, you have to keep paying to keep the system around. In this video we take a look at the reality that there may come a time when you need to leave NetSuite, and what can be done to confidently move when you need to pull the plug. These actions include performing a full CSV export, using a data retention plan, exporting from saved searches, and exporting financial reports.

To access this content, you must purchase Full Access Subscription with 7 Day Trial.

Customization

12 minutes Standard

In this episode we take a look at a very general question about how customizable NetSuite is, and what problems can popup after implementing NetSuite. We talk about customizing the look and feel of input and printed forms, and using custom fields and record types to capture more data. We talk about customizing the work centers and dashboards (including the use of widgets) in NetSuite to allow your users to work more efficiently. We touch on setting user permissions and roles. We talk about customizing the behavior of they system through the use of workflows, scripting and system configuration. We also talk about add-on modules, components, and bundles that can enhance the functionality of the system. Then we cover third party apps, and using integrations such as those provided by web services and the REST based API. Lastly we cover vendor lock in.

Backups

8 minutes Standard

In this episode we address a topic that comes up often when dealing with NetSuite, and really any type of cloud software. That is: Do I need to perform backups, and what do I do about them? We discuss the use of full CSV exports and System Note exports, and the use of automation software such as WGET. Then we look at the use of third party products such as those provided by Sesame Software which also work with the Salesforce CRM. We also talk about the backups that Oracle does for the NetSuite system, corrupt records, and accidentally or maliciously deleted records.

To access this content, you must purchase Full Access Subscription with 7 Day Trial.

Updating a Bundle Manually

6 minutes Standard

In this video we cover manually updating bundles when the time arises. We cover how to know when bundles need to be updated either through the reminders portlet, or by looking at the installed bundles screen. Then we cover reviewing what the update will do, and performing the actual update, using the Avalara AvaTax bundle as the example. We cover how to handle changes that come with updates such as preserving, merging or overwriting data in lists and whether to update users’ dashboards or not during the update. Lastly we cover a few words of caution and recommendations when updating a bundle, including testing functionality, update cadence, and contingency plans.

To access this content, you must purchase Full Access Subscription with 7 Day Trial.

Configuring Bundles After the Install

7 minutes Standard

In this lesson we cover steps that are often needed to configure a bundle after it has been installed. We use several bundles to do this including the File Drag and Drop bundle, the Sticky Notes bundle, and the Nolan Electronic Payments for NetSuite bundle. The steps required can include things such as reviewing internal or external help documentation, searching SuiteAnswers, looking in the File Cabinet and even exploring the components and scripts that make up a bundle.

To access this content, you must purchase Full Access Subscription with 7 Day Trial.

Installing Bundles

5 minutes Standard

In this lesson we cover the actual install of a bundle. We pickup after having found a bundle to install, and go through the entire installation process. For this example, we use the Last Sales Activity bundle for the install, and cover the header information section, and the Overview, Components and SuiteApp Info subtabs. We also cover accessing help documentation for the bundle.

To access this content, you must purchase Full Access Subscription with 7 Day Trial.

Using the Advanced Bundle Search

3 minutes Standard

In this video we cover the advanced search for bundles, and how to use it to filter the results to more easily find what you are looking for. We specifically cover the Location, Availability, Product, Vertical and Language filters.

To access this content, you must purchase Full Access Subscription with 7 Day Trial.

Reviewing Bundle Search Results

4 minutes Standard

In this video we cover the results that are returned from the Search and Install Bundles screen, and what the results mean. We go over each column of the results screen and explain what the they used for, and how you can use them.

To access this content, you must purchase Full Access Subscription with 7 Day Trial.

Finding Bundles

5 minutes Standard

In this video we cover searching for and finding bundles that add useful or needed functionality to NetSuite. We cover the permissions that are needed to perform installs, and we cover viewing what bundles are currently installed. We cover basic searches, and advanced searches, and when to use each. Lastly we cover bundle licensing and the general bundle install license provided by NetSuite.

To access this content, you must purchase Full Access Subscription with 7 Day Trial.

What is a Bundle

6 minutes Standard

In this video we answer the question “What is a Bundle”? We take a look at the components that go into a bundle such as Code, Records, Fields, Files, Scripts and Other Assets, and draw some useful analogies to help better understand how to think of a bundle. We take a look at where bundles come from and what makes them so useful. Lastly, we cover some words of caution when installing bundles.

To access this content, you must purchase Full Access Subscription with 7 Day Trial.
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