NetSuite Workflow Training

Basic Training

Introduction of the SuiteFlow Training

• Introduction of Facilitator
• Introduction of Participants

Agenda/Topics

• SuiteFlow overview
• SuiteFlow benefits for non-developers
• Common use cases of SuiteFlow

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