Current Scheduled Trainings
What Our Trainee Says
Our Trainings (TBD)
NetSuite Workflow Training
Basic Training
Introduction of the SuiteFlow Training
- Introduction of Facilitator
- Introduction of Participants
- SuiteFlow overview
- SuiteFlow benefits for non-developers
- Common use cases of SuiteFlow
Agenda/Topics
SuiteFlow key elements: Discuss the basic SuiteFlow structure
- Pre-requisites
- State
- Action
- Transition
State, Action and Transition in detail
- Discuss the relationship of State and Action
- Discuss the commonly used actions
- Discuss the purpose of Transition and use cases
SuiteFlow Triggers
- Trigger overview
- Client side vs Server side triggers
- Commonly used triggers
Discuss the Event and Context Types, Condition
- Primary event type
- Event type per actions
- Context types and use cases
- Discuss the primary condition
- Condition per action and transition
- Common use cases to add conditions
Hands on - Create workflows
Intercompany Training
Basic Training
Automated Intercompany Management Overview
- Overview & Setup
- Elimination Subsidiaries
- Intercompany Accounts
- NetSuite Demo
Intercompany Sales & Billing Transactions Overview
- Overview
- Intercompany Customers & Vendor Setup
- Create Intercompany Purchase Orders
- Manage Intercompany Sales Orders
- Identifying when to use intercompany sales and purchasing management.
- Identify considerations for implementing intercompany sales and purchasing management.
- NetSuite Demo
Hand-on Exercise
- Manage Intercompany Sales Orders
- Advanced Intercompany Journal Entries
Managing Intercompany Inventory Transactions
- Overview
- Intercompany Inventory Transfers - Arm's Length& Non-Arms’ Length
- Intercompany Inventory Returns - Arm's Length
- Key Points for Inventory Transfers
Advanced Intercompany Journal Entries
- Overview
- Advanced Intercompany Journal Entries
- Intercompany Allocation Schedules
- NetSuite Demo
Intercompany Eliminations & Reports
- Overview
- Key Points for Running Intercompany Elimination
- Run Intercompany Elimination
- View Intercompany Elimination Results
- Key Points for Running Intercompany Elimination
- Working with Elimination Reports
- NetSuite Demo
Adaptive Planning Modeling and Reporting Training
Explore modeling and reporting in Adaptive Insights, basic Adaptive knowledge preferred but not required.
- Modeling in Adaptive - Design, development and deployment of planning models, best practice on using model / cube sheets and formulas, will use OpEx and Revenue models as examples
- Reporting in Adaptive - Design and generate reports in all formats, best practice in developing user-friendly and presentation-ready reports, as well
Amortization and Expense Allocations Training
Basic Training
Setup for Amortization- Enabling the feature
- Setting Amortization Preferences
- Specifying Deferral Accounts for Amortization
- Creating Amortization Templates
- Configuration for Amortization
- Associating Amortization Template with Expenses
Expense Allocation Overview
Creating Expense Allocation Schedules
- Fixed Allocation
- Dynamic Allocation
Inventory Management Training
Basic Training
Introduction of the Inventory Training- Introduction of Facilitator
- Introduction of Participants
- Agenda/Topics
- Inventory Cycle
- Item Records
- Units of Measure
- Item Pricing
- Inventory Tracking Options
- Multi Locations Inventory
- Inventory Distribution
- Quantity and Adjustments
- Item Commitment and Reallocation of Back Orders
- Bin Management and Lot/Serial Tracking
- Advanced Bin/Numbered Inventory Management
- Drop Shipments and Special Orders
Bank Import and Reconciliation
Basic Training
Bank Import and Reconciliation Process- Overview
- Permissions
- Bank Reconciliation Process
- Import Online Banking Data
- Financial Institution Record
- Bank Statement Parser SuiteApp
- Bank Connectivity SuiteApp
- Reconciling Bank Statement
- Entering Transactions while Reconciling
- Deleting Reconciliation
- Printing Reconciliation
- Bank Register Report
- Reconciliation Summary and Detail Report
- Transaction Matching for Account Statements
- Reconciling Account Statements
- Matching Transactions
- Confirming Transaction Matches
- Reconciling Transactions
OneWorld Training
OneWorld setup, Intercompany transactions, Elimination and Consolidation
Introduction to Netsuite OneWorld- OneWorld Overview
- Subsidiaries
- Subsidiary Hierarchy Planning
- Multiple Currencies
- Nexuses and Taxes
- Creating Subsidiary
- Editing Subsidiary
- Deleting Subsidiary
- Adding or Removing Nexuses from a Subsidiary
- Locking Transactions by Subsidiary
- Using Subsidiary-Specific Transaction Auto-Numbering
- Assigning Subsidiary to an Employee
- Assigning Subsidiary to a Vendor
- Assigning Subsidiary to a Customer
- Assigning Subsidiary to an Item
- Setting Up Automated Intercompany Management
- Intercompany Sales and Billing Overview
- Intercompany Elimination Overview
- Using Automated Intercompany Management for Elimination
- Working with Elimination Reports
- Subsidiary Context for Reports
- Journal Entries in OneWorld
- Locking Accounting Periods in OneWorld
- Intercompany Time and Expenses
- Intercompany Allocation Schedules
- Subsidiary Budgets in OneWorld
Fixed Asset Management Training
Basic Training
FAM Overview- Overview
- System Setup
- Asset Types
- Depreciation Methods
- Alternate Methods
- Generate Lease Schedules
- Record Lease Interest
- Finalize Migrated Leases
- Asset Register
- Asset Summary
- Depreciation Schedule Net Book Value
- Depreciation Schedule Period Depreciation
- Depreciation Monthly Report
- Fixed Asset Listing
Reports and Saved Search Training
Basic Training
Saved Search Overview- Defining a Saved Search
- Review Search Types
- Review Dashboard, List and Sublist View
- Create a Customer Search
- How to use Criteria Expressions
- Create a Transaction Search.
- Review Header and Line fields
- Review Available Filters
- Create a Transaction Search with Grouped Columns
- How/When to use grouping
- Review Summary Criteria
- Review Functions
- Create search that send emails
- Review Scheduled Emails/Alerts
- Reports Overview
- Create a Saved Report
- Create a Financial Saved Report
Fields and Custom Record Customization Training
Discuss the Basics of Customization- How to customize a Form
- How to create Custom Fields
- How to create Custom Lists
- How to create Custom Tabs (Center | Subtabs)
- How to create Center Links
- How to apply Custom Fields and Custom Lists on Forms
- How to create Custom Records
- How to display Custom Records on Forms
- Demo
- Exercise
Year-End Close Training
Basic Training
Year-End Close Overview- What is Year-End Close?
- How do we close books in NetSuite?
- Manual Close
- Automatic Close
- Accessing the checklist
- Completing tasks in the checklist
- Before year-end close
- During year-end close
- After year-end close
NetSuite Order to Cash (AR) Training
Basic Training
Accounts Receivable Overview- Order to Cash flow
- System Roles and Processes
- Processing Sales Order, Sales Ordre Fulfillment, Billing Sales Order, Apply
- Customer Payment
- Issuing Credit Memo
- Managing Customer Record
- Customer Dashboard Management
- Other Relationships – One customer record, multiple relationships
- Communication / Multiple Address functions / Preferences
- Credit Limit – Hold /Terms
- Multiple Currency
- Customer center access / Multiple Subsidiary
- Discuss the Flow of Purchase Order flow chart
- Demo (New Customer Records)
- Exercise
- Item Master (Item types)
- Sales Order Entry
- Sales Order Fulfillment
- GL Impact
Multi-Book Accounting Training
Training and Implementation Overview
Multi-book Accounting OverviewMulti-book Implementation- Implementation Considerations
- Limitations
- Supported Use Cases
- Not Supported Use Cases
- Enabling MB Feature
- Accounting Book Status
- Adding Accounting Books
- HTP Overview
- Chart of Accounts Mapping
- Accounting Book Period Close Management
- Foreign Currency Management
- Revenue & Expense Management
- Book-Generic and Book Specific Records
Basic Workflow Training
Basic Training
Overview of SuiteFlow/Workflow- Permissions
- Enabling the feature
- Workflow Sample/Demo
- Creation
- Properties
- States
- Actions
- Transitions
- Conditions
- Workflow Instance & History
- Testing & Troubleshooting Workflows
- SuiteFlow References
- Triggers
- States
- Event Types
- Templates
- Actions
- Transitions
- Conditions
- Demo
- Exercise
Adaptive Planning Open Forum
Free open Q&A for any questions about Adaptive Planning.
AUDIENCE :Any Adaptive Admin / End Users - CFO, FP&A, Finance, ITThis is free session open to anyone using or interested in Workday Adaptive Planning. Questions may include:
- How to perform a certain task?
- Is Adaptive a good fit for a business function?
- What’s the best practice for a certain business scenario?
- Any problem encountered while using Adaptive
Starting the conversation is easy.
You're just a few keystrokes away from a conversation that could change your business.
Required *