Author: Jobin Jose

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

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

Online order management The process involves order capture ( CC authorized) > integration > Netsuite sales order > order validation and approval > Netsuite fulfillment > cash sales and revenue ( external ) Internal > Integration > order updated as shipped order Prebuilt integration for common Marketplace and Ecommerce applications* A single system with NetSuite… Continue reading Alignment Deck processing

Navigation > home > set preference General 1. User profile Nickname Enter the name that you want to appear in the From field of email messages you send from NetSuite. For example, you can send an email message by clicking the Email subtab on your employee record. Note:  Your Nickname does not affect records you create… Continue reading Home – Set preference

Full-Service Digital Marketing Agency Ability to easily create ad-hoc and recurring reports Visibility for PM, Account Director, and Senior Management Course Correction Strategic Decisions Easily Identify Miscoding Project Delivery PROJECT MANAGEMENT CHALLENGES Manual Project Setup Siloed Tracking Systems Overservicing/Overuns CHALLENGES Compliance & Controls Delayed out of Sync Systems CHALLENGES Manual Billing Rate Compliance SOLUTIONS Project… Continue reading PROJECT DELIVERY INITIATION

Global permission will override the permission of the role even if the level of permission is less on Global permission setup

In commerce category import, External ID is a required value. This serves as a unique ID key for the record. This can be user-defined for a manually generated CSV import file. The commerce category import lets you add or update the following information for commerce categories: Commerce Categories Subcategories Category item assignments Category tags Category… Continue reading Commerce category import

There is a standard forecasting report called the sales pipeline report. This can be used for predicting the sales for the upcoming days. In this standard report analyzing the quotes created and Quote- won closed quote and predicts the sales for next month

The user opens two tabs of the same website, manually logs out from the tab, and does an action in another tab which can be done only by logged in user. The action will return an unexpected error since the user has logged out In SCA backend (SuiteScript), there’s an option to check whether the… Continue reading Website login errors

ORDER TO CASH OVERVIEW This is a high-level overview of the NetSuite Order to Cash Process. Orders can be brought in via EDI, SCA or a Third Party Web Store. This order will then be created in NetSuite. The Order will be validated against business rules and inventory availability. When items are added to an… Continue reading Order to Cash