Create a request for SuiteSuccess bundles by creating a UTS ticket. Follow these steps to create a UTS ticket: 1. Using your NetSuite Partner role, Click on the Support Tab → Custom → UTS – Unified Ticketing System → New 2. In the Ticket Type section, select SuiteSuccess/SuiteSolutions 3. In the SS: SUITESUCCESS OR SUITESOLUTION field,… Continue reading SuiteSuccess Bundles and SuiteApps Request Process for NetSuite Partners
Author: Sandhra Simon
Recurring Billing Overview
The NetSuite Recurring Billing SuiteApp manages your business’ pricing and rating strategies and automates your company’s billing and invoicing processes. The solution supports businesses that sell recurring and usage-based products and services in a brick and mortar or online operations. Recurring Billing is provided as a SuiteApp developed by NetSuite. Contact your NetSuite account manager… Continue reading Recurring Billing Overview
Benefits of ERP for Professional Services
Professional services project engagements often involve an ever-shifting combination of companywide resources that continuously adapt to new assignments, requirements, time frames and budgets. The following benefits of ERP systems make it possible for firms to stay completely up-to-date with shifting priorities, ensuring that internal processes and resources operate smoothly, costs are accurately tracked and billed,… Continue reading Benefits of ERP for Professional Services
How ERP Helps Professional Services
Managing Multiple Entities For professional services firms, especially those with a global reach or diversified services, juggling multiple entities, such as branches, departments and distinct business units, can be daunting. Each likely has its own financial processes, operations and unique challenges. Differences in currencies, regulations, local business practices and cultural nuances can pose significant operational… Continue reading How ERP Helps Professional Services
The Ins and Outs of NetSuite User Licensing Access to NetSuite Is Based on User Licensing, Roles and Permissions
What Is a User? A user is an individual who has access to a NetSuite account. Most users are employees, but vendors, partners, integration seats and customers also can be users. User licenses are for each individual user and logins are not to be shared across devices. Setting Up a User Users need to be… Continue reading The Ins and Outs of NetSuite User Licensing Access to NetSuite Is Based on User Licensing, Roles and Permissions
NetSuite Oneworld
NetSuite OneWorld enables companies to manage multiple subsidiaries, business units and legal entities, domestic or internationally from a single solution, providing real time financial and operational visibility and control at the local, regional, and headquarters levels. Develop standardized business processes and deploy them across the entire organization, from headquarters to divisions and subsidiaries, at the… Continue reading NetSuite Oneworld
Data Migration Opening Balance Part 1
Cut-Over Plan Best Practices for Go-Live Success It’s Go-Live time! You’ve done all the hard work to define requirements, configure, integrate, and thoroughly test the new system and everyone is excited to start using it! So what could go wrong? There are several final planning and preparation tasks to make your NetSuite transition a success.… Continue reading Data Migration Opening Balance Part 1
Oracle NetSuite vs SAP Business One
Both SAP AND NETSUITE offer ERP software designed to help SMB companies run their businesses better. But how are they different? Top 5 differentiators of Oracle NetSuite vs SAP Business One: Cloud Deployment and Customer Base: SAP Business One is currently transitioning to a cloud-hosted deployment model and thus far, has a minimal number of… Continue reading Oracle NetSuite vs SAP Business One
Useful Excel Formulas for Data Cleansing
Proper Use the PROPER function to capitalize names Vlookup Looks for a value in the leftmost column of a table, and then returns a value in the same row from a column you specify… Basically, you define a value (the lookup_value) for the formula to look for. It looks for this value in the leftmost… Continue reading Useful Excel Formulas for Data Cleansing
Actual Date today is showing using {today} tag on the content of Scheduled Saved search
Once a saved search is configured with {today} in the Email content, the date will be automatically updated. You only need to click “Save and Email” to send the report every day. it will work in the scheduled emails too. Just save the search and then try to email.