Author: Jobin Jose

Navigation > Set up > sales preference >General General Lead Status Select the status a lead should automatically have when a lead record is created. On a Lead record, you can change the status by selecting a different one in the Status field. To create a new status, go to Setup > Sales > Customer… Continue reading Sales Preference

Navigation: Set up > Accounting > Accounting preference > General > one world One world Intercompany Time You can set this preference to Allow, to allow time entries where the employee and customer have different subsidiaries, or to Disallow, to prohibit these transactions. (Default setting is Allow.) Intercompany Expenses You can set this preference to… Continue reading Accounting preference: One world

Navigation: Set up > Accounting > Accounting preference > General > Classifications Classifications Make Departments Mandatory Check this box to make the Department field required on records and transactions. If you check this box, records and transactions cannot be saved without completing this field. Note: If you check this box, the system will prevent you… Continue reading Accounting preference: Classifications

Navigation > Setup > support > Issue preference General Navigation > Setup > Issue > Issue preference > General Use the Last Assignee Check this box to automatically assign an issue to the person who was most recently assigned in that issue role (Development, PM, QA or Support). For example, Engineer John Smith changes the… Continue reading Issue Preference

Navigation: Set up > Accounting > Accounting preference > General > Budget Budget Enable Budget With Elimination Subsidiaries Check this box to create budgets for elimination subsidiaries.

Navigation > Setup > support > support preference General Case Email Setup Navigation > Setup > support > support preference > General Default Case Form To Send To Customer Check this box if you want the Send to Customer box on a case record enabled by default.See Case > Communication subtab > Outgoing from Support… Continue reading Support preference

Navigation: Set up > Accounting > Accounting preference > General > Exchange rate integration Exchange rate integration Rate Provider Select a Rate Provider for this NetSuite account from the list. Important: If you change your rate provider, you must re-agree to the Notice at Setup > Company > Setup Tasks > Enable Features > Company subtab.  Use… Continue reading Accounting preference: Exchange rate integration

Financial Segmentation Chart of Accounts Journal Entries Bank Reconciliations Budget Management Period Close and Currency Financial Reporting Financial Management Challenges Business visibility Dashboard metrics Global search SuiteAnalytics Disparate systems Integration consolidated reporting NetSuite platform Currency and closing Checklist Automation revaluation consolidation Financial reporting Audit tracking automation alerts scheduling Multi – Subsidiary structure Setup currencies >… Continue reading Financial management

95 Reports, including: Weekly Cash Projection Available to Sell Churn – Customers Accounts Receivable Cash Incoming Accounts Payable Cash Outgoing 7 KPI Scorecards, including: Vendor Performance Covenants Period Based Financials 25 Forms to help streamline your business processes ORACLE | NETSUITE PROFESSIONAL SERVICES Leadership & Guidance Leading practices Process walkthroughs System Activation System prep configuration… Continue reading SuiteSuccess Starter : Activation Completion