Now, we NetSuite...

P2P (Procure to Pay) is the blueprint of how a company conduct the entire supply chain process.  This is a business process that describes the mechanism and the obligation of the company in order to complete the transaction.  This touches the Account Payable portion of the business which impacts expense.  Aside from the sales process, this is another area where you can expect the company generate a lot of its data in NetSuite.  The design of P2P process in NetSuite look like this... Purchase Order For a lot of companies, it starts out with a Purchase Order (to get to a new PO you can global search 'Enter Purchase Order').  A Purchase Order record is a non-posing transaction in NetSuite and there are a few key data points that you will need.  The subsidiary is the first key entry as you can have more than one company doing business through NetSuite.  The vendor you are getting the supply from will be required.  Of course, there is the items that yo...

Search can get bored, but when you found something meaningful, it gets exciting.  Data is growing in your NetSuite by the day, it will be useful only if you can extract out of it and put them in a way that is useful.  NetSuite provides many ways to consume data, and one powerful tool is called the Saved Search. In case you haven't notice, when you look at transaction record in NetSuite (it can be Sales Order, Item Fulfillment, Return Authorization, Purchase Order, Invoice, etc) you should see that there is a notion of a header level then a sub list (line) level data point.  This is important when you are creating saved searches, or any search.  A tip in creating saved searches is to keep a record type open in a new tab so you can reference the data point as you are setting it up. My prefer way of starting out a new saved search is global search 'new saved search'.  I usually tell users that one of the ways you can think of saved search is that you are working wi...

O2C (Order to Cash) is the blueprint of how a company conduct the entire sales process.  This is a business process that describes the mechanism and the obligation of the company in order to complete the transaction.  This touches the Account Receivable portion of the business that impacts revenue.  This is also easily one of places where the organizations start to generate most of its data in NetSuite.  So, here is the breakdown of the process in more detail... Sales Order NetSuite designed the O2C process by starting out in a non-posting Sales Order record (to start creating sales order you can global search 'Enter Sales Order').  In the sales record, there are a few major data points worth pointing out.  The obvious is the subsidiary the customer is buying it from, keep in mind that you can have more than one company doing business through NetSuite (you might not now but in future times).  Next is the customer who is making the purchase.  Then ...

Global Search is the input bar on the top of you every NetSuite page.  You can think of it as the Google for your NetSuite environment and there are some cool things you can do to save time! Add prefixes to your search, the first three letter follow by a colon (:) is telling NetSuite to filter transaction type on the spot.  Here is an example: sa:119012 results in This is telling the search to filter to the sales order number. inv:325689 results in This is telling the search to filter to invoice number. Here is a cheat sheet for the abbreviations. To show all inactive records in the global search you can append the plus sign (+) at the end of the string text.  For example, em:33150+ To search using wildcard you can insert the percentage signs (%).  For example, if you type in Jack% H%le, you would get Jackson Hole in return, if there is a record of such.  The trick can also be applied in Saved Search filters. Combined search is possible when you insert OR in bet...

In NetSuite, you will notice that there are fields everywhere on a record page.  The fields are attributes that tracks a particular piece of data for that particular object.  Fields can be system-defaulted or custom.  Some fields can behave differently than others.  For instances, the quantity subfield in an item record is system calculated and it cannot be changed on the record page, instead, it has to be done through adjustments.  Most fields you see can be edited and some are locked.  There are business reason behind why certain fields are locked vs open and that would largely depend on your company's decision. One tip to keep in mind is that every field label is also a link that loads up a pop-up help window.  Some pop-up may be blank and that may due to your administrator have yet to put anything in for it.  Most default NetSuite field would have a field help filled out.  When used properly, field help can be a good source of documentati...

For most people, it's pretty much known as a giant website which you can login with an email then start transacting from there. NetSuite is an ERP software in the cloud.  Enterprise resource planning software, ERP, is essentially a business management tool that support business operations of all sizes and shapes.  NetSuite is a subscription based software that comes pre-built with a number of business solutions already as well as providing fully customizable kits to manage special business processes. At the center of all is a single source of data that captures the handling of AP, AR, CRM, Inventory, etc. just to name a few and funnel them into Accounting.  At the time of this post, NetSuite offers the following major modules: Financial Customer Relationship Management Inventory/Order Management Commerce Human Resources Professional Services Automation Supply Chain Within each major module it has its own additional package to choose from.  In additional to the major ...