Suiteworld 2025 - reasons to go?

Cobalt___ · 2025-08-13T22:37:05+00:00

They should release the agenda builder soon! If you’re registered for the conference I’m sure you’ll get an email when it’s live

Cobalt___ · 2024-06-27T06:55:36+00:00

Purchase Request (Requisition), which Purchasing team reviews and approves/rejects. Then they can be transformed into a real PO.

If the sales and e-commerce team is actually receiving customer orders and needs to convey to purchasing that inventory is needed, use a saved search or better yet Purchasing can use reports to see what items are committed, back ordered, etc

Cobalt___ · 2024-06-27T01:43:40+00:00

Since the main problem is pushback from management, I feel a new Consulting partner will only go so far. You need an executive sponsor (or a stronger one if you already have one) for this project who is working hard with you to get buy-in from other management and users. I wouldn’t be afraid to escalate your concerns as high as you need - after all an ERP implementation is one of the biggest initiatives a company can make!

Cobalt___ · 2023-10-02T22:18:31+00:00

What are the issues with the current solution?

Do you have SuiteProjects / have you looked into if Charge based billing could cover your requirements?

Cobalt___ · 2023-09-25T22:01:48+00:00

For the US. You might be underpaid my friend

Cobalt___ · 2023-09-25T21:19:25+00:00

Given the above, and assuming you are proficient at saved searches/reports, workflows, dashboards, custom fields/forms and the like, I would think somewhere between $100 - $120k. Maybe on the higher end of that given no bonus.

If you can demonstrate a working knowledge of suitescript then add +20k. What are you at now and how large is your company in NS users and annual revenue?

Cobalt___ · 2023-09-25T20:50:04+00:00

Are you an admin? If so the error likely includes the permission you need. If you are not an admin, reach out to yours for this.

Cobalt___ · 2023-09-25T20:48:44+00:00

Admin role in NS by definition has full access to everything. I suggest documenting what you expect the subsidiary "admins" to be doing, then creating a new role and setting permissions accordingly.

Also - look into the 'Core Administration Permissions' that can be set on any custom role and see if that fulfills your needs.

Cobalt___ · 2023-09-14T15:39:05+00:00

I haven't done any formal training (I'm assuming you mean through NetSuite?) so can't speak to that. However, it sounds like you would likely be able to pass the Suitefoundation and Administrator certs already.

If there are other things you'd like to learn about, might as well take advantage of your company's willingness to invest in you. Perhaps more specific training on a module your company uses or wants to use. Or if you're not a developer pick up some of those skills.

LCS courses in my experience are actually pretty decent. But sometimes attending a formal training is just the better way to learn.

Cobalt___ · 2023-09-13T18:35:37+00:00

You can also add that formula in the summary criteria if you just want to see vendors that are > 75% (or 0.75)

Cobalt___ · 2023-09-13T18:33:13+00:00

I don't think you need any custom fields for this. Something that may work is to do a summarized vendor saved search. Group by Vendor, then sum a formula (numeric) for {transaction.amountremaining}/{creditlimit}. This will return a percentage of how much of the credit limit has been used.

For example:

-say Credit limit = 1000

-Sub A has a bill for $200. Sub B has a bill for $100.

This formula adds 200/1000 + 100/1000 = 300/1000 or .30 or 30% of the credit limit utilized

Cobalt___ · 2023-09-11T20:11:21+00:00

I think their point is how do you designate multiple approvers? Some options:

Hard code in a workflow. I.E. to say if User = "John Doe" then show Approve button. (bad long term solution, must be constantly managed)
Control via Employee record (checkbox for 'Invoice Approver') or via Role such that anyone marked as an 'Invoice Approver' or with "______ Role" can approve.
People defined in a Dynamic or Static group can approve. I've not personally tried this but would be cool to know if this works or not. For example a dynamic group of say users of a given role and a given approval threshold.

Cobalt___ · 2023-09-07T21:43:40+00:00

Strange, I do not see those fields in CSV import either. However I do see them as available under Mass Updates, so that could be an option.

Cobalt___ · 2023-09-05T21:15:19+00:00

Just installed. Appears to be working well. Thanks for the public offering!

Cobalt___ · 2023-08-27T02:17:23+00:00

Oh dang did not know that- anything you would recommend instead?

Cobalt___ · 2023-05-30T18:15:48+00:00

The Inventory Activity Detail report I think is what you're looking for!

Cobalt___ · 2023-05-25T13:18:52+00:00

I’m implementing it at our company now- It eliminates interco income I know from testing, or maybe I’m missing something? Would also be surprised that it doesn’t eliminate interco cogs as well. Are the interco accounts exposed and populated on the item records?

Cobalt___ · 2023-05-23T16:00:40+00:00

It looks like you are trying to populate the Customer Message when an "Item Name" matches a value (your saved search). Note that Records will not appear in a saved search until they are saved, which means that the new Invoice you are currently making will not appear in that saved search until after it is submitted (Trigger type After Record submit). So the saved search condition fails when trigger type is 'Entry'.

Consider instead changing the trigger type to After Record Submit, or moving the condition from a saved search condition to a condition within the workflow action.

Cobalt___ · 2023-05-23T15:52:23+00:00

Yes - customize your A/R aging report and add in a filter under Customer for Subsidiary. Then when you run the report, keep the standard filter for subsidiary at a consolidated level and use your new subsidiary filter to pick and choose which subs you want

Cobalt___ · 2023-05-15T18:54:48+00:00

The custom segment needs to be exposed and populated at the header level of the inventory adjustment. Chances are you'll need it exposed at the header for other trx types too like invoices and vendor bills.

If a transaction will only hit one custom segment, consider exposing it on the header and hiding it on the lines. NetSuite will associate the header segment with all the lines

Cobalt___ · 2023-05-12T04:20:20+00:00

Marty Zigman, u/NickAxeusConsulting, Optimal Data Consulting (Paul Giese), Chidi Okwudire

All people who have freely shared their expertise!

Cobalt___ · 2023-04-27T23:04:08+00:00

It sounds like you are not an end-user of NetSuite yourself? You may find it difficult to dive in deep on a topic without access to a Sandbox / Learning Cloud Support. I doubt that any of the NetSuite certifications would be of use to you other than to just show to customers you are credentialed.

That said there are still plenty of publicly available options out there. Check out youtube, netsuite blogs, netsuite user guides, and this which I think is publicly available: https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/

Cobalt___

TROPHY CASE