Trainings

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

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

• Enabling the feature
• Setting Amortization Preferences
• Specifying Deferral Accounts for Amortization

• Creating Amortization Templates
• Configuration for Amortization
• Associating Amortization Template with Expenses

• Fixed Allocation
• Dynamic Allocation

Inventory Management Training

Basic 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

• 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

• 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

Contact Us

Fixed Asset Management Training

Basic Training

• 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

• 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

• 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

• 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

• 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

• Discuss Customer Invoices
• Discuss Payment Hold Process

• Demo on Customer, Hold, Payments and Credits
• Exercise

• Customer Center View

Multi-Book Accounting Training

Training and Implementation Overview

• 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

• 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.

This 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

Roles and Permissions Training

• Data Security
• What is a role?
• Permissions and Access Levels Overview
• Security Layers on a Role

• Accessing Standard NetSuite Roles
• The Administrator Role
• Customizing a Role
• Customize the Role – Other Subtabs