Refine your NetSuite skills with these free online training resources

With remote working having become the new norm in recent months, NetSuite has responded with an influx of online training resources so you can use this time to upskill your NetSuite knowledge. Whether you have specific troubleshooting queries or want to brush up on best practices, below are a list of educational online resources to expand your NetSuite knowledge.

Resources

NetSuite online learning centre

This online learning centre offers a range of online tutorials including Core ERP tutorials, SuiteAnalytics webinars and social impact tutorials. Expand your knowledge of basic usability, financials, dashboards and more!

Find out more here

NetSuite accelerated learning series

To help support customers during this time of remote working, NetSuite have released a series of online classes for their ‘Accelerated learning series’. Each tutorial offers a downloadable Quick Reference Guide instructions for later reference. Each class averages around 2 hours across a variety of topics. Register using the link below to join!

Register here

SuiteAnswers

SuiteAnswers is a comprehensive knowledge base which allows users to gain searchable access to support solutions, best practices, training videos and help. Use keywords to search thousands of support articles pertaining to the topic. Check out the SuiteAnswers training tutorial for how to get the most out of the platform.

To access SuiteAnswers:

  1. Log in to your NetSuite app
  2. Navigation > Support > Go to SuiteAnswers
  3. Use the search bar to enter your query

NetSuite help centre

The NetSuite help centre offers a range of easy to access resources including user guides, release notes, frequently asked questions and more!

How to access the NetSuite help centre:

  1. Login to NetSuite
  2. Click ‘Help’ in the top right corner of your portal
  3. Browse the topics in the ‘table of contents’ on the left

Annexa tips & tricks

In our ongoing ‘tips & tricks’ series, Annexa’s expert solutions consultants have compiled a range of detailed educational blogs to help you navigate some of the most crucial areas of NetSuite.

See our current blogs:

Tips and tricks for NetSuite users

Tips and tricks for NetSuite users part 2

NetSuite tips and tricks- directories and organisational charts

NetSuite tips and tricks- dashboards

 

Still have questions? Reach out to support@annexa.com.au

NetSuite Tips and Tricks for NetSuite Dashboards

NetSuite dashboards are incredibly useful when correctly configured.

When you first log into NetSuite you immediately see the information that is useful to you – instant snapshots of KPIs, real-time business data and reports or shortcuts to areas you visit most often. There’s also direct drill-down capability, allowing you to move from summary to greater detail. We’ve provided guidance in customising your NetSuite dashboard in the past, but this time we want to talk about configuring your dashboard to your particular role.

Join Jonathan Phillips, our functional Support Lead, in an in-depth NetSuite walkthrough as he runs you through NetSuite dashboard functionality.

In this blog:

  1. Dashboard Tiles
  2. Reminders
  3. Key Performance Indicators:
  4. Navigation Shortcuts:
  5. Monthly Sales Trend:
  6. Financial Overview
  7. KPI Meter
  8. Monthly Payables Trend

1. Dashboard Tiles

Dashboard Tiles are made available by downloading a SuiteBundle.

Installing the bundle:

1. Go to Customisation > SuiteBundler > Search & Install Bundles
2. On the Search and Install Bundles page, use the following information to search for the SuiteApp:

  • Bundle Name: Dashboard Tiles
  • Bundle ID: 185219

3. Click Navigation Portlet to display its Bundle Details page

4. Click Install

  • If asked, indicate your agreement to allow NetSuite to automatically upgrade the SuiteApp in your account when updates become available
  • During the installation, click Refresh to get the latest status

Setting up the Dashboard Tiles

1. Go to Setup > Dashboard Tiles > Manage Dashboard Tiles > New
2. On the Dashboard Tile page, specify values for the following fields:

  • Name – Enter a name that describes the static value to be displayed in the tile.
    For example, Balance Sheet.
  • Tile Type – Select Static.
  • Display to All Roles – Check this box to make the tile visible to all roles. When this box is checked, the Roles field becomes read-only.
  • Roles – Select at least one role that can access the tile. To select multiple roles, press and hold down the Ctrl key.
  • Display Order – Enter a numeric value to define the order that the tile is displayed in the portlet. For example, enter 1 to display the tile as the first tile in the portlet.

3. On the Data subtab, specify values for the following fields:

  • Display Value – Enter the static value to be displayed in the tile.
  • Link – (Optional) Specify the URL to use for the tile. For example, you can enter a saved search URL.
    In our example, we’ve taken a custom Balance Sheet Report URL and created a link.
    When you click the tile, the system launches URL page.
  • Prefix – Enter text or characters to append before the tile value
    For example, you can use a currency symbol as a prefix
  • Suffix – Enter text or characters to append after the tile value
    For static tiles, the Saved Search field is read-only

4. (Optional) Modify the tile appearance or apply conditional alerts.

5. Click Save.
6. Repeat for each dashboard tile you’d like to display.

Adding roles that can view the dashboard tiles

1. Go to Setup > Dashboard Tiles > Roles Update.
2. On the Dashboard Tiles Roles Update page, specify values for the following fields:

  • Target Role – Select a target role. To select multiple roles, press and hold down the Ctrl key.
  • Source Role – Select a source role.

3. Click Run Update.
4. Click OK.
5. On the Schedule Script Status page, click Refresh to check the status of the update.

  • The Status column displays Complete after the update.

Setting up the dashboard

1. Click Personalize Dashboard.
2. Click or drag and drop the Custom Portlet item.
3. In the Custom portlet, click Set Up.
4. In the Custom Content Pop-out, in the Source Drop down select Tiles

 

2. Reminders

If you do not see any Reminders portlet on your dashboard, click Personalize in the upper right corner of your dashboard. You can also use Personalize Dashboard in the Settings portlet.

On the Standard Content tab of the Personalize Dashboard palette, click the Reminders icon or drag it onto the dashboard.

In the Reminders portlet’s menu, click Set Up.

Click a reminder in the left list or drag it to the Current Selections list on the right.

The reminders are arranged alphabetically. Custom reminders are marked with .

Add all the reminders that you would like, then click save.

Tips and Tricks for Reminders

1. Change the order by dragging and dropping the items
2. Drag reminders under the ‘Headline’ section to headline a reminder
3. Select ‘Show reminders with zero results’ if you want to see all reminders regardless of results

 

3. Key Performance Indicators

To add the Key Performance Indicators portlet:

Note: this must be done before setting up the KPI Meter.

1.. Click Personalize Dashboard
2. Click or drag and drop the Key Performance Indicators item.

  • The portlet appears on the page, displaying default or previously selected KPI data.

3. In the Key Performance Indicators portlet, click Set Up to open the Set Up Key Performance Indicators popup.
4. To select standard KPIs for display in the portlet, click Add Standard KPIs to open the Choose Standard Key Performance Indicators dialog.

  • Click a KPI in the left list to move it to the right list, which indicates that it should be displayed
  • Click Done after you have finished selecting KPIs to display
  • Selected standard KPIs are listed with question mark icons. Click these icons for KPI descriptions. For a complete list of standard KPIs and their descriptions, see Standard Key Performance Indicators Table

5. To select saved searches to display as custom KPIs, click Add Custom KPIs to open the Choose Custom Key Performance Indicators dialog.

  • Click a saved search in the left list to move it to the right list, which indicates that it should be displayed as a custom KPI.
  • You can choose up to 10 custom KPIs.
  • Click Done when you have finished selecting KPIs for display.
  • Selected custom KPIs are listed with “c” icons. Click an icon for a brief general description of custom KPIs. For more details, see Custom KPIs.

Once you’ve added your KPIs, you can determine:

  • Employees
  • Date ranges
  • Comparison date ranges
  • The order, simply drag and drop to rearrange the portlet

Click save.

4. Navigation Shortcuts

Installing the bundle

1. Go to Customisation > SuiteBundler > Search & Install Bundles.
2. On the Search and Install Bundles page, use the following information to search for the SuiteApp:

  • Bundle Name: Navigation Portlet
  • Bundle ID: 186103

3. Click Navigation Portlet to display its Bundle Details page.

4. Click Install.

  • If asked, indicate your agreement to allow NetSuite to automatically upgrade the SuiteApp in your account when updates become available.
  • During the installation, click Refresh to get the latest status.

Adding roles that can use the Navigation Portlet

1. Go to Setup > Dashboard Tiles > Roles Update.
2. On the Dashboard Tiles Roles Update page, specify values for the following fields:

  • Target Role – Select a target role. To select multiple roles, press and hold down the Ctrl key.
  • Source Role – Select a source role.

3. Click Run Update.
4. Click OK.
5. On the Schedule Script Status page, click Refresh to check the status of the update.
The Status column displays Complete after the update.

Create a Navigation Category

1. Go to Setup > Navigation Portlet > Manage Shortcut Group > New.
2. In the Assign to Category field, select New from the list or click the + icon.
3. In the Name field, enter a name for the navigation category.
4. Click Save.

Creating a Shortcut Group

1. Go to Setup > Navigation Portlet > Manage Shortcut Group > New.
2. Provide values for the following fields:

  • Name – Enter a name for the shortcut group.
  • Assign to Category – Select a navigation category where you want to assign the shortcut group, assign it to the category you created in the previous step.
  • Shortcut Group Display Order – Enter a numeric value to define the display order of the shortcut group.
    For example, if you enter 1, the shortcut group is shown as the first column in the navigation portlet. The display order of the shortcut groups is based on available columns. If two or more shortcut groups have the same display order, the system displays the shortcut groups in alphabetical order.
  • Icon – Select an icon for the shortcut group.
    Image files must be uploaded to the File Cabinet. If possible, use a square image. The system automatically adjusts the size to 60 × 60 pixels.
  • Display Shortcut Groups to All Roles – Check this box to make the shortcut group visible to all roles.
    When this box is checked, the Role field becomes read-only.
  • Role – Select at least one role that can access this shortcut group.
    To select multiple roles, press and hold down the Ctrl key.

3. Add shortcuts to the shortcut group:

  • Navigation Shortcut Name – Enter the shortcut name.
  • Shortcut Display Order – Enter a numeric value to determine the display order of the shortcut in the shortcut group.
  • Link – Enter the URL of the shortcut.
  • Click Add.
  • Repeat steps a through e to add more shortcuts to the shortcut group.

You can add up to 5 shortcuts per shortcut group.
You can copy the URL’s of the shortcuts that you already use to create a shortcut group.

4. Click Save.

Setting up the dashboard

1. Click Personalize Dashboard.
2. Click or drag and drop the Custom Portlet item.
3. In the Custom portlet, click Set Up.
4. In the Custom Content Pop-out, in the Source Drop down select Navigation Portlet

 

5. Monthly Sales Trend

Setting up the dashboard

1. Click Personalize Dashboard
2. Click or drag and drop the Trend Graph item.
3. In the Custom portlet, click Set Up.
4. In the Trend Graph Pop-out;

  • Set a name for the portal – Monthly Sales Trend
  • Select Column for chart type
  • In KPI select Sales
  • In Trend Type set Monthly
  • Check Show Moving Average
  • Period to Calculate Moving Average, set to 2
  • Check Show Last Data Point
  • Chart Theme set to Global Theme
  • Background Type set to Global Background

5. Click Save

 

6. Financial Overview

1. Click Personalise Dashboard.
2. Click or drag and drop the KPI Scorecard item.
3. In the KPI Scorecard, click Set Up.
4. In the set-up pop out:

  • Set KPI Scorecard to Financial Overview
  • Restrict to All
  • Set Orientation to KPIs on Left
  • Check Show Trend Graph Icon

5. Click Save

 

7. KPI Meter

1. Click Personalise Dashboard.
2. Click or drag and drop the KPI Meter item.
3. In the KPI Meter, click Set Up.
4. In the set-up pop out:

  • Range This Month
  • Check Compare
  • Compare Range Last Month

8. Monthly Payables Trend

1. Click Personalise Dashboard.
2. Click or drag and drop the Trend Graph item.
3. In the Custom portlet, click Set Up.
4. In the Trend Graph Pop-out;

  • Set a name for the portal – Monthly Sales Trend
  • Select Column for chart type
  • In KPI select Sales
  • In Trend Type set Monthly
  • Check Show Moving Average
  • Period to Calculate Moving Average, set to 2
  • Check Show Last Data Point
  • Chart Theme set to Global Theme
  • Background Type set to Global Background

5. Click Save

 

 

 

NetSuite tips and tricks – directories and organisational charts

With businesses everywhere adjusting to the new normal of a remote workforce, ensuring employees can quickly find information to support them in their roles is essential.

For the Annexa team, having SuitePeople’s employee directory and organisational chart in NetSuite has been a real time-saver. Before we could just turn to a colleague for the info, but with that no longer possible we needed a solution to give us all access to our colleagues contact information. Enter SuitePeople’s Employee Directory SuiteApp which enables quick searching for Employee Details, an Employee Directory and Organisational Chart.

How do I get this functionality in NetSuite?

First, you need SuitePeople – a Human Resources offering natively built on the NetSuite unified cloud suite – to access these capabilities. The module integrates HR functionality into the same suite that NetSuite customers use to run every aspect of their business, thus eliminating repetitive and manual processes. If you are interested in learning more about SuitePeople , please speak with your Annexa representative for further details.

For companies already using SuitePeople and NetSuite

SuitePeople’s employee directory and organisational chart requires configuring before users can access this critical information. Annexa can help you get this functionality up and running quickly. Once set up, users can easily add the directory and organisational chart to their NetSuite dashboard.

In this quick how-to, we walk you through how end users can setup their own NetSuite account to display the Employee Directory SuiteApp – ince their organisation has correctly configured the module.

The Employee Directory SuiteApp

The Employee Directory SuiteApp can be added to any NetSuite dashboard, allowing you to search directly within the SuiteApp portlet or navigate directly to the Employee Directory or Org Browser.

Installation | Open the personalise section on your Dashboard. Navigate to ‘SuiteApps’ and click, or drag and drop, the Employee Directory SuiteApp onto your dashboard.

Organisational Chart

The Organisational Chart can be viewed at any time by viewing the Org Browser as part of the Employee Directory SuiteApp. The Org Browser allows you to intuitively navigate the organisation to understand how individuals or teams fit within its structure. With dynamic layout, you can display the right level of information and even download a copy of your current view of the organisation. Employee data is automatically updated with each employee change.

Employee Directory

The NetSuite Employee Directory contains, full names, job titles, phone numbers, email addresses, department and supervisor information.

Users can use keywords to search across all aspects of an employee’s profile and further filter the results to locate the person they want to get in touch with.

Behind the apps: Meet FileConnect with Andrew Maloney, Charles Wakeford & Jarred Spriggs

FileConnect is an Annexa developed NetSuite app that automates the import, export and management of CSV data in NetSuite.

It’s a full-featured import/export extension. Allowing users to drag and drop CSV files into the NetSuite dashboard for a painless, streamlined upload – with everything managed from the one user friendly dashboard.

It’s one of Annexa’s first internal built apps made available to our customers and it’s already used by 30% of our customers.

The idea first sprung to life in early 2017. Annexa’s very own Andrew Maloney had found that while NetSuite has many fantastic user-centric features, when it came to importing and exporting files at speed the platform fell short. NetSuite’s native CSV import functionality requires users to manually import data into the platform. This means substantial time and effort is used each time a user must perform an import or export. Andrew knew that if he could find a way to automate the process, he could save customers plenty of time, remove frustration and improve their productivity too.

To turn the idea into reality, a team gathered to strategise and plan the apps scope and functionality. With a detailed framework in hand, they began gathering a team with the speciality skills needed to make it happen. Charles Wakefield came on board to work on file connectivity, ensuring files could seamlessly move back and forth between FTP servers. Jarred Spriggs got to work on the complex task of mapping files to custom records. The front facing element – the drag and drop portlet integrated into the dashboard – required a custom HTML Java script portlet that would support both the dropping of CSV files and Jarred’s mapping logic. Perhaps the biggest hurdle was the automation piece. It was simple on the surface but tracking down and accessing the CSV files presented challenges that required some creative gymnastics to ideate the right solution.

It took about a month to complete the first iteration of FileConnect which also involved a warehouse integration. Since then FileConnect has undergone some serious iterative enhancements that have seen it snapped up by our commerce clients –who find the functionality particularly valuable for its ability to export and import CSVs to and from NetSuite when re-valuing stock or creating transfer or purchase orders. That said, any organisation in any industry needing to move data and files in and out of NetSuite will find see the advantage of FileConnect and its ability to remove an often time-intensive process.

Charles Wakefield believes the biggest customer benefit is the portlet itself:

“The portlet allows users to create a safe search in NetSuite, extract the CSV and just drop it in. You don’t have to map every time. While you might need to do a little mapping at the start, you don’t need do it again for that function.”

Another big benefit is its standard metric functionality. This means users can leverage the CSV import templates, as well as save searches to export data.

When it comes to customer feedback, Andrew says FileConnect’s strongest endorsement by customers comes in the form of silence. He explains:

“Once we’ve set FileConnect up, it’s 100% configured. Customers don’t need to follow up with us because it’s working from day one. And if something unexpected does occur, FileConnect’s advanced error management lets them resolve things straight away.”

Because of the value and time-saving value provided by FileConnect, it has become a must-have for organisations looking for a more seamless approach for importing and exporting in NetSuite. Plus, the user-friendly drag and drop interface means the extension doesn’t require any technical knowledge.

Ultimately FileConnect enables the flow of information on a more regular basis. For our customers already using FileConnect they are able to access their data quickly which improves visibility, insights and processing times.

To learn more about FileConnect see our apps by Annexa page here

Could data help you greenlight your next big project?

To remain relevant in today’s consumer markets, businesses should focus on exploring new ideas and innovations that could lead to new products or services. Indeed, innovation is at the heart of any growing business. Innovation also comes with risks that can dissuade board members and other stakeholders from lending their crucial support.

Over 37% of IT leaders in the Asia-Pacific region* have to manage internal barriers to innovation within their own businesses. Resistance can come from less rational sources, including failures or bad experiences of different stakeholders in the past. How can change-makers overcome barriers to get their ideas signed off?

Download this guide to learn how data may be the key to greenlighting your next big project.

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Innovation – how we practice what we preach with NetSuite

Here at Annexa we often preach innovative practices to our clients.  We’ve seen first-hand how it’s possible to achieve remarkable outcomes by genuinely focusing on creating, exploring and solving problems for clients using modern technology. For example, our fledgling app creator series – created to showcase our innovation in real life examples – has proven popular with customers looking for new ways to power up their NetSuite investment.

Here is a look at some of the ways the Annexa team unleash their passion and talent to build truly remarkable solutions shaped to our customer’s needs.

NetSuite Extensions

We have developed a range of pre-built NetSuite extensions to extend the capabilities of your NetSuite investment. From connecting your bank – ANZ and NAB, creating a direct line to Australian Post from your NetSuite solution or linking your ecommerce platform to NetSuite – Vend of Shopify we have built a range of affordable solutions to better streamline your platform. And we keep adding to this catalogue too.

Annexa Connect API

With so many ways to shape NetSuite to your individual business processes, it’s possible we haven’t yet developed the exact integration needed at your business. That doesn’t mean we can’t. Our robust API supports us to connect your disparate business systems to NetSuite so you can build a properly integrated business system ready to support your strategy, reduce costs and support digital transformation.

Here’s a few ways our API can be put to work:

Customer relationship management (CRM)

Add native or integrated CRM solutions to deliver a seamless flow of information across the customer lifecycle.

Marketing

Now keep your sales and marketing systems effortlessly in sync with integrations for leading marketing platforms.

Warehousing

Bring in solutions to control inventory, fulfilment and shipping costs, all while streamlining your warehousing operations.

eCommerce and point of sale

Offer true omnichannel experiences with eCommerce or POS solution integrations.

Apps by Annexa

Our apps were hugely popular with attendees ar SuiteConnect in Sydney. With 40+ apps already designed we are sure to have an app that will help you either solve process inefficiencies across planning and budgeting, expense management, delivery or sales. Monocle, our NetSuite dashboard has been a stand out with existing customers. We use it ourselves at Annexa HQ. Another huge time saver is our Guided Selling app – a CPQ that simplifies selling complex or highly configurable products by allowing you to quickly and accurately generate quotes for orders in NetSuite.

If you’re inspired to affordably ramp up the power of your NetSuite investment, you can view all of our integrations, connectors and apps here.

To find out more,  you can view all of our integrations, connectors and apps here, reach out to us online or call us on 1300 994 550 to discuss how we can help you use our innovations to improve your NetSuite platform. Or use the chat feature in the bottom right of this website.

 

Digital supply chain management: What’s the cost of doing nothing?

Whether you’re running a manufacturing company, a distributorship, or a retail organisation, your supply chain is becoming increasingly complex and managing it is getting difficult year upon year.

As those complexities escalate, straight forward tasks like getting accurate forecasts around customer demand and future orders require additional time, resources and labour. This is especially true for companies that haven’t embraced digital supply chain management and are operating their supply chains with manual processes and siloed, outdated technology solutions.

This report expands on the challenges facing today’s distributers as it highlights the high cost of failing to implement modern supply chain technology in today’s increasingly uncertain times.

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6 key insights from some of Australia and New Zealand’s most successful brands

What does it take to turn an Australian retail business into a national, or even global success?

Oracle NetSuite digs deep by interviewing some of Australia and New Zealand’s best-known brands, exploring the key drivers of success.

The report features Annexa customer REA Group whose success can be accredited to their fundamental principles of providing seamless experiences for customers, consumers and partners.

The drivers covered include the role of organisational values through to the factors that impact operations like cash flow, outsourcing practices and their key performance indicators (KPIs). The 14 businesses varied quite significantly in size, type of industry and business model, ranging from family-owned manufacturers and retailers to ASX-listed digital players and billion-dollar software start-ups. Yet their responses proved remarkably similar—not only in how they achieved success, but also how they define success.

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Paper: Shining a light on the flexibility of true cloud solutions

The last few weeks have seen businesses flock to cloud collaboration solutions – such as Microsoft Teams and Slack – as they look to oversee a new and almost entirely remote workforce.

The value of these cloud tools cannot be underestimated in these uncertain times.

Of course, cloud technologies have long been key tools for businesses looking to support a more flexible, remote workforce. The last few years have seen more and more companies move business applications to the cloud, and reap the productivity benefits. Still, many businesses continue to drag their feet when it comes to shifting mission critical on-premises ERP solutions to the cloud.

True cloud offers economies of scale, regular updates and the scalability you couldn’t with hosted solutions. And with well-established companies like NetSuite and Annexa, you get partners invested in your success that continues to enhance the product, while supplying the security, uptime and flexibility that a modern business demands.

If your organisation is considering taking the next step and shifting your ERP to the cloud, this paper will provide clarity around the different flavours of cloud ERP and a detailed explanation of why multi-tenant SaaS offers the greatest combination of value, agility and scalability in these unusual times.

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Elephant in the Not for Profit boardroom

Not for Profit finance and development teams each bring a unique perspective to an organisation’s finances.

Disparate fundraising strategies and accounting regulations can lead to conflicting reports that threaten an organisation’s long-term sustainability.

This paper explores the common mismatches between finance and development strategies and comments on the role that technology plays in supporting a strategy of transparency, impact and stewardship.

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