Platforms Archives - Page 7 of 8 - FMT

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 […]

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. […]

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 […]

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 […]

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 […]

This NetSuite training video provides a thorough overview of NetSuite SuiteCommerce and covers a wide range of topics including: Leveraging the power of SSP: What is SSP and Backcone.js? How is it used in Netsuite and how does it interact with Netsuite’s SuiteCommerce platform? Reference Checkout: General walk-through Reference Checkout Development Files Simple Customization My Account: General walk-through Watch the first part of the series here. This video was recorded on June 17th, 2014 by Ilija Budimir, Senior NetSuite Consultant at FMT Consultants. For more information and assistance with NetSuite, please contact FMT Consultants. Posted by: Jakob Bechgaard

This NetSuite training video dives into NetSuite ecommerce and covers a wide range of topics including: Site Builder Setup: Setting up Domains and Preferences Glance at the Themes and Templates Items and the Content Manager: Web Store tab of the Item Record How to associate Items to the Tabs and Categories in the Content Manager Publishing Items to our Web Store Creating Orders: Walk-through a Shopping Cart Checkout Review Order: My Account Section Watch the second part of the series here. The video was recorded on May 29th, 2014 by Ilija Budimir, Senior NetSuite Consultant at FMT Consultants. Contact FMT Consultants for more information and for assistance with NetSuite. Posted by: Jakob Bechgaard

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 […]

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 video provides a broad overview of NetSuite and demonstrates a wide array of the built in features and capabilities including: Capturing Website Leads Lead to Order Order to Cash Reporting and Dashboard. The video was recorded by Paul Clayton on May 13th 2014. Contact FMT Consultants today to learn more about NetSuite. Posted by: Jakob Bechgaard

FMT Consultants will be hosting 10 complimentary educational sessions focusing on NetSuite – a unified, cloud-based business management suite, encompassing ERP/financials, CRM and ecommerce. San Diego, CA, May 9, 2014 – FMT Consultants, a Southern California NetSuite consulting firm, announces a series of upcoming NetSuite educational webinars running from May through August 2014. The webinars cover a wide range of NetSuite features and functionality including ecommerce, procurement, Adobe Echosign integration, custom records, reporting and segmentation, marketing campaign management and sales processes. The online sessions will empower end-users and system administrators to become more proficient with NetSuite, and demonstrate best practices for using NetSuite’s many components. Since 1995, FMT Consultants has been partnering with emerging to mid-sized companies to increase profitability through innovative and efficient use of technology solutions. Leveraging the expertise of a dedicated team of 40+ in-house technology experts and a wide array of software applications, including NetSuite, FMT […]

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 […]