Learning Cloud Support - ERP

Beyond The Basics

What is it?

Unlock the power of NetSuite's features with the Beyond the Basics series (BTB).

 

Who should attend?

Intermediate or advanced users who want to expand their knowledge of NetSuite.

 

Schedule

The series occurs every Thursday at 11 AM PT for 60 minutes.

 

Table of Contents

  • 1099 Vendors
  • 3-way match and booking variances
  • AP Automation
  • Bank Reconciliation
  • Bin Management
  • Cash 360
  • Consolidated Payments
  • Custom Segments
  • Cycle Counting
  • Drop-ship orders
  • Duplicate Detection
  • Duplicate Detection, Bounced Emails, Mass Merges
  • Electronic Bank Payments
  • Electronic Funds Transfer
  • Finance charges and generate Statements
  • Fixed Assets
  • Inbound Shipments
  • Inventory Allocation
  • Invoice Grouping
  • Landed Costs
  • Lead to Customer
  • Leased Fixed Assets
  • Manufacturing Lay of the Land
  • Marketing on the Customer Record
  • Mass Updates
  • Matrix Items
  • Mobile App
  • Purchase requests and Requisitions
  • Reorder Point Replenishment
  • Returns in Case Management
  • Sales Force Management
  • Sales Taxes
  • Serial and Lot Number Item - impact points
  • Setting Vendor Credit Limits and Warnings
  • Standard Costing
  • SuiteFlow Approvals
  • SuitePromotions
  • Vendor Payments
  • WMS
  • Work orders and assemblies
Session
1
1099 Vendors

Learn how to set up 1099 vendors and report on their earnings during your end-of-year processes.

Agenda
What to Prepare
Prerequisites

  • Review account settings
  • Vendor record flags
  • Reports to keep track of 1099 vendor earnings
Registration in the Learning Portal

 

Session
2
Consolidated Payments

This session will provide an overview of the Consolidated Payments functionality.

Agenda
What to Prepare
Prerequisites

  • Consolidated Payment Walkthrough
Registration in the Learning Portal

 

Session
3
Lead to Customer

NetSuite's features for helping your sales force capture leads and the journey to converting them to customers.

Agenda
What to Prepare
Prerequisites

  • NetSuite's features for helping your sales force capture leads and the journey to converting them to customers.
Registration in the Learning Portal

 

Session
4
Overview of Outbound Logistics Flow in NetSuite Warehouse Management Systems (WMS)

This session will provide an overview of the Outbound Logistics Flow in NetSuite Warehouse Management Systems (WMS).

Agenda
What to Prepare
Prerequisites

  • Walkthrough
Registration in the Learning Portal

 

Session
5
Sales Taxes

This webinar will cover how to charge sales tax to your customers and how to manage the sales tax payment.

Agenda
What to Prepare
Prerequisites

  • Walkthrough
Registration in the Learning Portal

 

Session
6
Setting Credit Limits and Warning

In this session, we review how to set credit limits on vendor and customer records, and ways to manage NetSuite behavior when limits are reached.

Agenda
What to Prepare
Prerequisites

  • Walkthrough
Registration in the Learning Portal

 

Session
7
Customer Service and Case Management

The efficient handling of customer problems, questions or concerns is a top priority in customer service.

Agenda
What to Prepare
Prerequisites

  • Explore NetSuite's Case Management functionality and how it can help you manage your customer service needs.
Registration in the Learning Portal

 

Session
8
The Manufacturing Lay of the Land

NetSuite has many features that allow you to manage the manufacturing process.

Agenda
What to Prepare
Prerequisites

  • Overview of features and functionalities that are available to help you manage your manufacturing needs.
Registration in the Learning Portal

 

Session
9
Vendor Prepayments

The Vendor Prepayments feature records and tracks payments to vendors before they accept a purchase order for a good or service.

Agenda
What to Prepare
Prerequisites

  • Overview of the Vendor Prepayment feature and how it can support your procurement process.
Registration in the Learning Portal

 

Session
10
Serialized and Lot Numbered Items: Impact Points

Serialized and lot numbered inventory is a way to track the purchase and sale of physical inventory items.

Agenda
What to Prepare
Prerequisites

  • How the introduction and use of lot numbered and serialized items will impact your inventory process.
Registration in the Learning Portal

 

Session
11
Landed Costs

Landed costs provide the ability to increase the asset value of inventory by including additional expenses associated with procuring stock, such as freight and duty fees.

Agenda
What to Prepare
Prerequisites

  • Review options in NetSuite for tracking landed costs.

 

Registration in the Learning Portal
Session
12
Leased Fixed Assets

The Lease Accounting feature is introduced in the Fixed Assets Management SuiteApp to comply with the IFRS 16 and ASC 842 standards for lease. This standard requires lessees to recognize nearly all leases and transfer all operating leases to the balance sheet starting on January 1, 2019.

Agenda
What to Prepare
Prerequisites

  • Creating lease records
  • Linking fixed assets to leases
  • Post period end transactions.

 

Registration in the Learning Portal
Session
13
Electronic Funds Transfer

Electronic Funds Transfer (EFT) is a process that enables you to authorize the transfer of funds from your bank account via ACH to pay your vendor bills.

Agenda
What to Prepare
Prerequisites

  • Learn about using the Electronic Funds transfer feature to pay your vendors in NetSuite.

 

Registration in the Learning Portal
Session
14
A/P Automation

A/P Automation allows you to upload scanned vendor invoices and generate vendor bills in NetSuite.

Agenda
What to Prepare
Prerequisites

  • Walkthrough
Registration in the Learning Portal