Author: Retsy Ann Roy

Introduction The Engineering Change Order feature is part of the Supply Chain Management SuiteApp V4.0.The Engineering Change Order feature lets you generate engineering change order (ECO) records. These records document changes to your Bills of Materials (BOMs) and authorize the implementation of those changes. Prerequisite for Engineering Change Order An administrator must enable the Advanced… Continue reading Engineering Change Order(ECO)in NS

What is a Billing Schedule? Defines the schedule to bill a sale over a range of time or a contract term.For Eg, bill monthly for the sale of a one-year membership, or bill quarterly for a three-year service contract.Manage the billing process by tracking when to invoice customers and how much to bill.Can be apply… Continue reading Billing Schedules in NetSuite

User would like to add images on File cabinet and associate it to Item record via CSV import.  Step1: Upload the images to your File Cabinet. On your Computer, collect all your images and make sure to name them accordingly. Move it to one folder then Archive it Login as an Administrator Navigate to Documents > Files… Continue reading Add Images to File Cabinet via CSV Import and Associate Them to Item.

Credit Card Charge Import To be able to import credit card charges data, your company must have a credit card account. After you have added a credit card account, you can import credit card charges and refunds CSV data. Credit Card Charge Body and Sublist Fields When you import a credit card charge, you specify… Continue reading Credit Card Transaction Import

Fixed Asset Process Overview In the fixed Asset Management Process the roles associated with it includes ERP Purchasing & Inventory Managers Asset Manager/Accountant Asset Manager/Controller Fixed Assets are physical items your company purchases to conduct business operations. These are not intended for resale to a customer. Fixed assets can include land, buildings, cars, furniture’s and… Continue reading Fixed Asset Management in NetSuite

The above diagram explains the high level design flow of Project Management in NetSuite. In the Project To Cash Flow Process the user roles includes the Sales Project Manager Consultants & Contractors Finance & Operations The flow starts with the CRM process which initiates with a Create Oppurtunity which comes under the Oppurtunity Management. From… Continue reading Service Resource Planning (SRP) in NetSuite

The goal of inventory management is to get your product to your customer in the shortest amount of time and at the lowest cost. This helps maintain quality and customer service. One means to achieve this goal is continuous examination of inventory workflow processes and acting on your analysis. The diagram below illustrates the processes… Continue reading Inventory Workflow

The different types of Items in NetSuite are Inventory Item Non-Inventory Item Service Item Assembly Item Group Item Kit/Package Item Discount Item The first step in the Item Management is Define the Item Strategy. We need to identify the item type and define how to implement it in the NS. The items defined can be… Continue reading Item Management in NetSuite

NetSuite Warehouse Management System (WMS) optimizes day-to-day warehouse operations using industry-leading practices, such as mobile RF barcode scanning, defined strategies for putaway and picking, task management, return authorization receipts and cycle count plans. The three major WareHouse capabilities are 1.Putaway Logic 2. Bin Replenishment 3. Picking Logic WMS Process Overview WMS Roles Key Benefits• Increase… Continue reading Warehouse Management System(WMS) in NetSuite

A BOM is a structured, comprehensive list of the materials, components and parts required to manufacture or repair a product, as well as the quantities in which the materials are needed and their names, descriptions and costs. An essential step in manufacturing is completing a bill of materials, or BOM. 10 Key Elements of a… Continue reading Bill of Material(BOM)