Author Archives for Laura Miller

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NetSuite Nonprofit Financial Statements – Net Assets

- May 2, 2025

The Social Impact edition of NetSuite comes with pre-built Nonprofit Financial Statements, including Statement of Financial Position, Statement of Activity,...

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Is it time to migrate from your legacy ERP?

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Is it time to migrate from your legacy ERP?

- December 7, 2023

Is it time to Migrate from your Legacy ERP? Signs to Migrate from an Old System include: Unsupported Technology The...

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Custom Center Tab and Executive Dashboard

Custom Center Tab and Executive Dashboard

- February 28, 2020

Purpose: Create a custom Center Tab with customized links and a Center Tab Dashboard, using Saved Searches and SuiteAnalytics Workbook...

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Saved Search on System Notes Fields

Saved Search on System Notes Fields

- February 20, 2020

Purpose: Saved Search to show the latest edit to a record using System Notes fields Use Case: Vendor Edits to...

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Add Custom Action to “Save &” Drop-Down on a Record

Add Custom Action to “Save &” Drop-Down on a Record

- November 4, 2019

Purpose: Add a custom workflow button to the Save &… menu on a transaction. The steps below will aid in...

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Approval Workflow – Rejection Reason

Approval Workflow – Rejection Reason

- October 11, 2019

Purpose: Create a custom record to record rejection reasons as part of an approval workflow. Create a sublist on the...

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Standard Costing Setup in NetSuite

Standard Costing Setup in NetSuite

- January 28, 2019

Standard costing helps identify cost-saving opportunities in manufacturing and procurement by allowing users to track cost variances by category. Required...

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Create Record Workflow Action in NetSuite

Create Record Workflow Action in NetSuite

- December 5, 2018

Create Record Workflow Action Purpose: Automatically create a project record upon saving a Quote/Sales Order and link records together. Add...

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NetSuite Landed Cost – Mill Taxes

NetSuite Landed Cost – Mill Taxes

- November 21, 2018

Purpose To record Mill tax as a part of the inventory cost, rather than an expense. Facilitate matching monthly cost...

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