In this video we take a look at purchases which are the first part of the procure to pay cycle, and how you generally get merchandise, equipment, and other goods into your company and onto your company’s books. We talk about what purchases are, then go over creating a purchase order. We cover drop ship purchase orders and when you would use them, and we talk about purchase order approval workflows. We cover receiving items using the item receipt form, and cover an alternate purchasing flow that uses purchase requisitions. Finally we cover vendor returns.

In this lesson we cover building a non-financial report from scratch. We create an Item / Sales Order report, and talk about the different report formats that can be used such as summary, detail and matrix. We cover searching for finding and displaying fields as either columns or rows. We cover filtering the report based on specific criteria, and how to use and iterative build process and run the report intermittently while building it. We cover adding sorting criteria so that the report data is listed in a way that makes sense. We cover setting a default expansion level for a report, and controlling access to the report through the audience and access subtabs. We cover changing the display at runtime, using filters, date selections, and other display options. Finally, we cover exporting the report, creating a snapshot of the report, emailing or printing the report and scheduling the report to run at a later time.

In this video we take a look at the customization manager which is one of the best places to start customizing NetSuite. We cover lists, records, and record types. We walk through adding custom fields to records., and how to set properties for those fields. We go over customizing forms and use the cash sale transaction form as an example. Finally we talk about scripting and workflow options, and customizing Centers and Tabs.

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In this lesson we take a look at the second half of the procure to pay cycle which covers payables. We look at how to create a single bill from a single purchase order, and how to use the bill purchase orders screen to create multiple bills at the same time. We cover how to manually enter a bill, and how we can use memorized transactions to automate the bill creation process for recurring transactions. We cover bill approval using the default workflow. Then we round out the video by looking at actually paying the bills, and marking them as paid inside NetSuite.

In this lesson we cover creating financial reports, or statements. We create a standard balance sheet, and cover changing the layout of the report, within the constraints provided, to make sure the data is presented in a meaningful way. We cover how summary rows look and whether they show as expanded or not, and the actual colors, fonts and other display characteristics of the report. We also take a look at some of the column editing differences between financial and non-financial reports, and look at the alternate period range that is used to do period over period, think month, quarter and year, comparisons. Finally we cover some extra options that are available when building and when running the financial report.

In this video we take a look at Employees, Users, Permissions and Roles. We cover how each of these components interact with the others. We go over creating new employees and users, and some best practices when creating them. We talk about expense and purchasing limits, enabling commissions on the employee record, and storing sensitive data in the employee record. We cover turning employees into users, and notifying those employees of the change in a way that will help them get started working immediately. We talk about customer and vendor login accounts. We talk about roles and billing, and how the two interact. Finally we talk about how roles and permissions work, and where to get some more help with them if you need it.

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