NetSuite Online Training

Introduction

Learn about NetSuite Basic functional flow ERP and CRM. Contract-Lead creation, Sales order, Bill Payments. Understanding NetSuite Saved Search operations, NetSuite User Role management. Overview of NetSuite Records/forms, field types, list, file cabinet in brief…etc.

Course Content

1.NetSuite 2016 Core Functionality

  • Accounting and Back-Office Processes
  • Using NetSuite basic functionality
  • How Does NetSuite Fit Chatham’s Business (Case Study)
  • Overview of OneWorld
  • Navigate the Application
  • Set Up Company Preferences
  • Understand NetSuite Data Model
  • Roles, Permissions and Users
  • Customization: Subtabs, Lists and Fields, Forms and Records
  • Migrate Your Data
  • Data Integrity
  • Accounting Management
  • Multiple Currencies
  • Tax Information
  • Items
  • Pricing
  • Order Management
  • Fixed Assets
  • Accounts Receivable (AR)
  • Purchasing
  • Accounts Payable (AP)
  • Perform Banking and General Ledger (GL) Tasks
  • Period and Year End
  • Revenue Recognition
  • Expense Allocation
  • Reports and Searches
  • Design Dashboards
  • Sales Force Automation and Online Customer Forms
  • Customer Support and Case Management

2.Financial Reports, Searches And KPIs

  • Using Standard Reports
  • Customizing Standard Reports
  • Financial Statements Overview
  • Financial Statement Layouts
  • Standard Matrix Reports
  • Financial Matrix Statements

3.Creating Saved Searches

  • Create Saved Searches
  • Add In-Depth Analysis
  • Publish Saved Searches

4.Key Performance Indicators

  • Using Standard KPIs
  • Create and Use Custom KPIs

5.Analyzing Operational Performance

  • Set-Up KPI Scorecards
  • Realize Smart Dashboards

6.Customization And SuiteCloud Development Tools

  • Introduce NetSuite Architecture
  • Introduce SuiteCloud Platform
  • SuiteBuilder – Tailor your Business
  • SuiteFlow – Automate Business Processes
  • SuiteScript – Extend NetSuite with JavaScript
  • SuiteTalk – Integrate Applications
  • Identify Integration Options
  • Evaluate Customization Tools
  • SuiteBundler – Package Customizations

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