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Ilija Budimir, Author at FMT

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SuiteWorld 2017: What's Suite in Vegas?
SuiteWorld 2017 experience as told by our very own NetSuite consultant, Ilija Budimir. Wow, this year SuiteWorld (SW) was amazing! Not so much because it was packed with new faces and not because Oracle’s CEO was announcing big, bold plans, but because it took place in Sin City! SW felt bigger and more glamorous than usual.   Although I only spent two days at the conference, I have many takeaways and thoughts I would love to share with you, customers, NetSuite enthusiasts, and colleagues.   I will not speak about the new announcements and modules that are being rolled out as you can read up on these here: SuitePeople Global Expansion Initiatives NetSuite 2017.1 Release Sneak Peek Instead, I will give you some of my impressions of SuiteWorld 2017. Hopefully, this will motivate you to attend next year’s edition of NetSuite’s largest conference.   I arrived in Las Vegas on […]
FMT's Custom NetSuite Solutions: Serialized Number Tracking
Over the years FMT’s NetSuite team has produced a number of innovative solutions that can be characterized as a combination of configuration, custom scripting, and custom workflow development. Most of the time, these customizations are driven by real and unique customer needs that cannot be satisfied by NetSuite’s out-of-the-box functionality. The Need Recently, we were contacted by a client who was frustrated by their inability to track serial numbers in NetSuite. This client did not know how to manage warranties within their system and asked for our recommendation on how to solve this issue. We immediately scanned NetSuite for available Saved Searches/Reports relative to serial number tracking. Unfortunately, the results of our query were disappointing; there were no out-of-the-box reports related to serial numbers that we could find. We determined that we could build a Saved Search for our customer, but this solution proved to be lacking relative to their unique needs. […]
3 NetSuite Reporting Features You Can’t Live Without
In this blog, we’ll explore three key reporting features in NetSuite that will help you gain complete visibility into your organizational data and performance. The three NetSuite reporting features are: Financial Segmentation Slicing and Dicing of Financial Reports Financial Report Customization 1. NetSuite Reporting and Segmentation What are Financial Segments? The Financial Segments are divisions or subsets of business operations. In order to be considered segments, these divisions must have a direct financial impact on the company. Each segment’s expenses and revenues may be accounted for separately. Furthermore, segments facilitate financial reporting and permit slicing and dicing of financial information. A. Introduction to NetSuite Segments In NetSuite, all segment lists can be found under Setup > Company > Classifications Section. The segments can be imported via CSV. The segments support parent and child relationships, which means that you can have departments and sub-departments or Classes and Sub-Classes. Segments are available on […]
How to Create Custom Records in NetSuite – Step by Step Instructions: Part II
Overview In the first part of this blog we demonstrated how to create and setup custom records in NetSuite. In this second part you will learn how to manipulate custom records and use them in the context of transactions. See part 1 of the blog series here: How to Create Custom Records in NetSuite – Step by Step Instructions: Part I If you recall, in our business scenario we said that: The webinars will be held once per week and after each webinar the list of the attendees and the webinar's rate / fee will be imported into NetSuite. Based on this information, we will be able to bill our attendees. When we bill our attendee we will mark that attendee as billed, so that we do not double-bill our clients. Also, we will link the invoices that were created to our attendee records for reference and reporting purposes. Step 1. […]
How to Create Custom Records in NetSuite – Step by Step Instructions: Part I
This is part 1 in a blog series of 2. See part 2 here: How to Create Custom Records in NetSuite – Step by Step Instructions: Part II Overview In NetSuite, Custom Records are essentially everything and anything. My bet is that whenever you need a process or a functionality that is not available in NetSuite out-of-the-box, custom records can help you! Custom Records are dynamic and customizable building blocks that allow you to create custom fields, lists and special links with other NetSuite records and transactions. Here are some advantages of using Custom Records in NetSuite: Advantages Description Flexibility and Interactivity Custom records can be almost anything. They are easy to format and configure. They can also be tied to almost any record in NetSuite. Highly Integrated When you create Custom Records, NetSuite will treat them like any record in the system. Each new record is assigned a standard form […]
E-Signatures with EchoSign and NetSuite
Have you ever wondered if there’s an easier and more efficient way to obtain signatures on contracts or other important documents? Well, your wondering time is over. EchoSign for NetSuite automates your documents approval processes and eliminates the hassle of tedious and paper based approval processes. What is EchoSign: EchoSign is a complete, automated electronic signature and web contracting solution, featuring a smooth and easy document signing experience that allows you to instantly send, e-sign, track and file documents securely online. EchoSign is the only e-Signature system with complete integration to NetSuite, delivering complete web contracting automation in NetSuite. With EchoSign you can easily send contracts or other documents directly from your NetSuite instance. You can view contract history, save contracts that were signed by your clients with the associated NetSuite records: (i.e.: customers, estimates, sales orders and more) and much more. With EchoSign for NetSuite You Can: Send any […]
Creating Google Map Custom Portlets in NetSuite – a How-to Guide
I am sure everybody appreciates NetSuite’s Dashboards and its flexibility in relation to custom reports and other business-related key performance indicators (KPIs). However, sometimes out-of-the-box functionality and numerous standard and custom KPIs in NetSuite are not enough. Frequently, there is a need to source external company information and feed it directly into NetSuite’s Dashboard, or perhaps create custom functionality that NetSuite does not offer out-of-the-box. In order to bridge this gap, NetSuite gives us ‘Custom Portlets’ which are custom SuiteScript scripts that can be deployed directly on NetSuite’s Dashboard. There are 4 different types of custom portlet scripts: List: A list of user-defined column headers and rows. (i.e.: custom Saved Search result portlet) Form: A basic data entry form which when submitted can create / modify records in NetSuite, HTML: A HTML-based portlet - the most flexible presentation format used to display free-form HTML (images, Flash, custom HTML). Links: This […]
Pre Go-Live Checklist for NetSuite Implementations
More often than not, NetSuite implementations face unnecessary challenges when there is no clear plan as to how the ERP solution and the environment will be delivered to the end users. Most of the time, the fault lies with the implementation consultants as it is their duty to understand their client's business, all relevant processes, assess all possible risks or pitfalls before the project execution phase, and finally create a plan or set of tasks that will lead the implementation to its final Go-Live phase. In this article I will discuss the final checklist of the tasks that must be duly completed before we can call an implementation a “success.” Although the checklist will vary from organization to organization, the order of tasks and their dependencies will typically follow the same pattern. Please note that this article assumes that you have completed the initial configuration of your NetSuite account, and […]
Seamless NetSuite to MailChimp Integration with Cazoomi
Although NetSuite is known for its great Marketing and CRM tools, many businesses are used to creating their email blasts and campaigns with MailChimp. MailChimp is an email marketing tool used to create, send and track email campaigns. It is extremely easy to use and it provides a wealth of great email templates that will look professional in almost any email client. Cazoomi is a third party cloud solution provider that is now providing an integration/synchronization between NetSuite and MailChimp. Syncapps, by Cazoomi, is the solution that allows you to sync your Contacts, Leads or Customers in NetSuite with your MailChimp Campaign lists. The following article explains how to setup and configure your MailChimp account with SyncApps. To reap the full benefits of the instructions below, you need to have some experience with MailChimp, have Administrator rights of your NetSuites Instance and have registered with Syncapps here: https://syncapps.cazoomi.com/pricing-emailmarketing#syncapps Part 1: MailChimp […]
The Best Way to Integrate External Web Forms with NetSuite!
During NetSuite implementations, clients frequently ask me if there is a way to integrate an external Web form (a form stored on the company’s external website). The easiest way to this is to create an ‘Online Customer Form’ in NetSuite and then embed it on an external website via iFrame. While this approach is simple, iFrame is not the most elegant solution. In addition, this approach will require some styling of NetSuite’s Online Customer Form. This can be especially cumbersome if the client already has a nicely styled ‘Contact Us’ form on their company site. In this blog, I will present an alternative to embedding the NetSuite’s Online form via iFrame. I find that this solution is simple and easy to configure and it will allow you to keep your existing ‘Contact Us’ page. Please note that a small tweak to your external ‘Contact Us’ form will allow you to […]
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