NetSuite Online Training
0 STUDENTS ENROLLED
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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