Bundle:Pre-packaged sets of configurations or customizations deployed to a NetSuite account. Common Types of NetSuite Bundles Suite Success Bundles: Aligns with common configurations based on SuiteSuccess Leading Practices. Platform Solution Group (PSG) Bundles: Extensions of the NetSuite platform with features built using custom record and SuiteScript. Address functionality that is common but not part of… Continue reading SuiteLife Demo and Delivery: Bundle Deployment Types
Author: Diniya A J
SuiteLife Demo and Delivery: Personalization Session Roles
Project Manager Schedules the Personalization Sessions after the Kickoff call. Ensures all key roles can attend the sessions, and all action items post-sessions are executed on time. Functional Consultant Owns and leads the Personalization Sessions with the customer. Reviews the Blueprint and resaves it as the Personalization Worksheet. Starts the offline configuration of NetSuite after… Continue reading SuiteLife Demo and Delivery: Personalization Session Roles
SuiteLife Demo and Delivery: User Acceptance Testing Roles Involved
Project Manager Organizes the UAT Planning Meeting with the customer to set expectations and discuss the UAT process and templates to be used Functional Consultant Provides support and guidance throughout the testing period Works with the customer stakeholders in addressing the issues captured and logged by the testers Customer Stakeholder Leads and manages the UAT… Continue reading SuiteLife Demo and Delivery: User Acceptance Testing Roles Involved
SuiteLife Demo and Delivery: Cutover Planning
What is Cutover? Cutover is the process of transitioning from one system to another. Business Process Cutover Planning Customer end-user Preparation. Define and agree any documentation plan of any issues and resolution, including escalation process, communication process, and communication plans. Identification of key roles involved for each cutover activity. Timing and method to communicate completion… Continue reading SuiteLife Demo and Delivery: Cutover Planning
Transaction Line Distribution SuiteApp
The Transaction Line Distribution SuiteApp provides organizations the ability to distribute expenses across different subsidiaries, classifications, custom segments, departments, locations, and accounts. Features of Transaction Line Distribution The Transaction Line Distribution SuiteApp enables you to perform the following tasks: Simplify the distribution of shared direct costs to benefiting subsidiaries or segments Improve efficiency and accuracy… Continue reading Transaction Line Distribution SuiteApp
Modifying the Appearance of a Dashboard Tile
Only users with an Administrator role or users with edit access can modify the appearance of a dashboard tile. To modify the dashboard tile appearance: Place the cursor over the tile that you want to edit and click the Edit icon.The Edit icon is only available to users with an Administrator role. If you are not an administrator but… Continue reading Modifying the Appearance of a Dashboard Tile
Precision Project Management with NetSuite’s Job Costing and Project Budgeting Feature
Client Request: “We require an effective system to calculate costs for labor based on tracked time, integrate these costs seamlessly into our general ledger, and create project-specific budgets to manage expenses and labor costs accurately. Can you provide a solution to address these requirements?” Solution: Feature: JOB COSTING AND PROJECT BUDGETING NetSuite’s Job Costing and… Continue reading Precision Project Management with NetSuite’s Job Costing and Project Budgeting Feature
Enhancing Project Organization with NetSuite’s Activity Codes Feature
Client Request: “We need a more efficient way to categorize and classify activities across our various projects and customers. It’s crucial that we can better organize our project-related transactions and expenses. Additionally, we require a solution that allows us to create global activity codes to standardize our project activity organization across all projects within our… Continue reading Enhancing Project Organization with NetSuite’s Activity Codes Feature
Enhancing Project Cost Management
Client Request: “We need a more efficient system for budgeting and managing project expenses and costs. It’s crucial that we can define a Work Breakdown Structure (WBS) for our projects, providing a structured framework for budgeting and financial control. Can you provide a solution to meet these requirements?” Solution: Feature: ADVANCED PROJECT BUDGETS NetSuite’s Advanced… Continue reading Enhancing Project Cost Management
Simplifying Project Task Management with SuiteApp’s Project Task Manager
Client Request: “We need a more efficient system to manage and edit project task assignments. It’s crucial that we have a clear view of project resources and their assigned tasks to ensure better coordination. Can you provide a solution to meet these requirements?” Solution: SuiteApp: PROJECT TASK MANAGER SuiteApp Project Task Manager effectively addresses these… Continue reading Simplifying Project Task Management with SuiteApp’s Project Task Manager