SuperTraining

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@dragonfly5649 2 сағат бұрын

Can you describe how to set a Transaction with a Set Email Template by default ? In other words, Customer Payment, Book the Payment and then Save and Email without having to open the Email form and select the template.

@Afropapii 3 сағат бұрын

When is it dropping?

@SuiteCris Сағат бұрын

Hard to say, I ran into a barrier that may prolong SAP content for a few months. I'll probably just do Sage in the meantime.

@rebesteves 4 сағат бұрын

How to create recurring month-end book close activities (tasks) assigned to the team, recurring monthly?

@SuiteCris Сағат бұрын

If you want to create a monthly-recurring Task that certain teammates have to do, that is crazy easy. Just create a new Task, set the time, set what has to be done, make it recurring by month (the popup window is very straightforward) and add the necessary teammates. HOWEVER, if you want to add tasks to the official Month End Close checklist, that is simply not possible in native NetSuite.

@rebesteves 4 сағат бұрын

Is Suite Project required? or this functionality is available in the Basic project?

@SuiteCris 4 сағат бұрын

Basic is fine. SuiteProject Pro (previously known as OpenAir) is a completely different module created by Oracle.

@MichaelChean 19 сағат бұрын

This is a great video!!!

@SuiteCris 19 сағат бұрын

Thanks!

@Sandhya-w9p4o Күн бұрын

Hi. Who don't i get receive option once I create a purchase order record it shows me directly bill option

@SuiteCris Күн бұрын

It depends what you have turned on in Enable Features. You may get both buttons.

@melyndarudolff2844 2 күн бұрын

Ok for basic netsuite views. The flow is not great, talking about items not shown is confusing. Does not show actual reconciliation, only the buttons to press, and not in order.

@SuiteCris Күн бұрын

Whew, tough crowd eh? Feel free to let me know what you'd prefer to have in a Bank Recs training. I'm thinking about doing a Bank Recs webinar, so any advice would be appreciated.

@MidwayFSM 4 күн бұрын

Who could i talk to to get advice on best practice for planned maintenance? For example customer has an annual pm contract when they renew what's the best way to handle the sales order or what is suggested workflow? Ive seen create a new sales order, add a line item, etc but its just not flowing great?

@SuiteCris 4 күн бұрын

Hi Midway, probably best to reach out to me by email ([email protected]). I need more detail in terms of what you're asking.

@khyatipiprotar6442 4 күн бұрын

Thank you for your hard work ❤

@SuiteCris 4 күн бұрын

Of course, happy to help!

@pamtassoni 5 күн бұрын

vendor rebate accurals - Sales Rep COMmission accruals

@SuiteCris 5 күн бұрын

Roger that Pam.

@omararaujo2471 6 күн бұрын

muy buenos tus videos, eres un master! te sigo. Gracias por compartir tu conocimiento y experiencia.

@SuiteCris 6 күн бұрын

Muchas gracias!

@Transmogaddict 6 күн бұрын

I have got to say, I have watched practically every video you have created. Now that I am the sole Admin for my company, it's daunting. Having you keep releasing video on new topics is helpful for someone like me who is just trying to learn everything I can to excel my career in NetSuite.

@SuiteCris 6 күн бұрын

It's great to have loyal viewers, thanks Transmog!

@kenxinhxc1635 8 күн бұрын

indeed emailed my background match for netsuite application nesuite i dont even know shit

@SuiteCris 8 күн бұрын

Tough luck Kenny.

@rebeccahacking9090 10 күн бұрын

Thank you

@SuiteCris 9 күн бұрын

You're welcome!

@rebeccahacking9090 10 күн бұрын

Very beautiful editing and thanks

@SuiteCris 9 күн бұрын

Hah, I don't get many compliments for my editing, so thanks!

@MNFeliciaT 10 күн бұрын

Thank you so much for making these videos! By far the best demos I have found! Thank you, thank you, thank you, for taking the time to put these together!

@SuiteCris 10 күн бұрын

Glad you liked them!

@juliamars5980 11 күн бұрын

I am very excited and waiting for your training! Thank you so much for your previous video about clarifying what is SAP!

@SuiteCris 11 күн бұрын

Thanks Julia!

@olagarpendal3677 12 күн бұрын

Very interesting talk! Can you comment on how System Notes data, custom records and renamed standard records are handled?

@SuiteCris 12 күн бұрын

Not sure on System Notes, but custom records and renamed standard records are fine.

@chandrahardyal62 15 күн бұрын

Chris you are great at explanation! Easy to understand!

@SuiteCris 15 күн бұрын

Thanks Chandra!

@chandrahardyal62 15 күн бұрын

This is awesome! Please make more videos of complex Save Reports! Thank You.

@SuiteCris 15 күн бұрын

Will do!

@yuliaru8028 18 күн бұрын

You are really good at speaking and explaining! Keep doing it, Cris💪🏻

@SuiteCris 18 күн бұрын

Much appreciated Yulia!

@e8n 18 күн бұрын

Excellent summary, extremely helpful to get oriented in the options available for reporting.

@SuiteCris 18 күн бұрын

Thank you!

@morgangilmore2463 18 күн бұрын

Hi Chris! My company is going to be starting our netsuite implementation in about 2 weeks. I have never used the program before and i will be only 1 of 2 people working on the implementation and i will be the NetSuite Admin moving forward. My question is- at what point would you recommend taking on of your courses? Would it be better to start one now, even though i dont really have access to the program yet? Or would it be better to wait until after implementation?

@SuiteCris 18 күн бұрын

I always recommend training with an actual account and not just videos, so you may want to wait two weeks until you have signed your contracts and can actually tinker around in the system. But I would NOT recommend waiting until AFTER implementation to start your training. Much MUCH better to have your users trained and familiar while you're going through Implementation, you'll be able to steer your Implementation Partner team in the ideal direction for you. Good luck!

@mickmac4113 20 күн бұрын

I actually bought your Certification course. I found it really helpful. I'm glad you decided to be the presenter on your KZbin courses. I know from experience that public speaking is a bit intimidating but after a bit of practice, it's so helpful even in everyday interactions. Glad to have seen you on Suitescript Stories! Best of luck!

@SuiteCris 19 күн бұрын

Thanks MickMac, I'm glad it worked out too!

@sleepingmusic2846 20 күн бұрын

❤ 🇮🇳

@SuiteCris 20 күн бұрын

Thanks!

@rebesteves 20 күн бұрын

While I am looking for how to do non-inventory item receipt and how to determine unpaid bill for accrual, come across this video. It's so clear and detailed for standalone bill....

@SuiteCris 20 күн бұрын

Maybe next time, I'll do a video about non-inventory item receipts and unpaid bill accruals...

@jiranshahi7043 21 күн бұрын

You are an exceptional trainer. Your training style and videos make my MBA feel insignificant. I appreciate your efforts. God bless.

@SuiteCris 21 күн бұрын

I'm glad to help!

@shivamupadhyay3048 22 күн бұрын

@SuiteCris hi can import the transaction data from netsuite throught API?

@SuiteCris 22 күн бұрын

Yes, but why would you want to? CSV is preferred for many reasons. In the rare use case where it is better to use an API, check out this link for more information how to accomplish it using a REST API. docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_157797198485.html

@shivamupadhyay3048 21 күн бұрын

@@SuiteCris thanks you very much for replying, actually my question was, if i want to export (retrive) my netsuite transactions data and customer data into excel or power bi with the live connection , is it possible ???

@shivamupadhyay3048 21 күн бұрын

@@SuiteCris Thank you for your response. I tried using the CSV approach, but it isn't compatible with my credentials. Instead, I’m retrieving data into Power BI using a Python script. While I can fetch customer and invoice data with the same credentials, I’m encountering a 401 error when retrieving transaction data.

@SuiteCris 21 күн бұрын

yes

@shivamupadhyay3048 22 күн бұрын

Hi, DO we have any video like where we exproting the transaction data through the API intp excel or power bi ?

@SuiteCris 22 күн бұрын

I don't have a video on it. But check out the below link. If you need a team to hook up a Power BI and integrate it with NetSuite, I made a video about this and I can refer a team if needed. docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_157909186990.html

@christianpostey7734 26 күн бұрын

Hi Cris, there's also inbound shipments and you can add the landed costs on that record. How does it all work together? When do you use that record to input the landed costs vs what you showed?

@SuiteCris 26 күн бұрын

Yeah you're exactly right, inbound shipments can play a key role in applying landed costs to many item receipts at once. I'll keep that in mind as the subject for a future video.

@AccountingDepartment-b1g 26 күн бұрын

Hi Chris I have been watching your videos since start of this week to learn more about NetSuite. I have benefited a lot, the videos are really good. I have 8 years of experience with QB Desktop, Online and Xero. So I find NetSuite very easy but I wanted to test my assumption that it's very similar to QuickBooks Enterprise and it is except some additional features which I'm learning from your videos. Although the very first step for me and the most important one is to import all my transactions of last 15 years of my company from QuickBooks to NetSuite. I didn't find any helpful an overall video which actually explains how do I move from another legacy system to Netsuite, Even in the Import masterclass you only focused on Sales orders import. I'm guessing now that I have to import all my transactions separately, Invoices, SOs, POs, Bills, Journal Entries, Banks

@SuiteCris 26 күн бұрын

Yeah I need to do a much more detailed video (or probably a mini-course) on migrating from Quickbooks to NetSuite. I get asked about it all the time. In regards to QB compared to NS, I agree that most ERPs have a lot of similarities. However, I wouldn't say that you can just step from QB right into NS, they have a lot of differences in terms of record organization, tool functionality, and of course UI. You are right that you need to import the other records, however, I'd start with the higher level records like Customers, Vendors, Items, etc before importing transaction records.

@TomDickson66 27 күн бұрын

xlookup would have found the InternalID earlier. And formatting Items as a table you could use the column names. Not convinced you have to Copy>Past as Values if you're saving as a csv. Also NetSuite can have special characters if you don't use the default csv, but use the UTF-8 version of csv which ought to be standard for all international workers, as it handles accents and plenty of special characters. CHAR(160) is a swine in text fields, and trailing spaces. Recommend NotePad++ so you can visually spot naughty spaces. Fabulous series Cris!

@SuiteCris 26 күн бұрын

Definitely true that XLookUp is a great alternative to Vlookup. Thanks for the other pointers!

@janeanevans9625 27 күн бұрын

This is a really helpful video. I wish I knew this when I started using NetSuite 5 years ago.

@SuiteCris 27 күн бұрын

Heh, yeah I wish I had gotten started sooner.

@viviennesplaytime3832 27 күн бұрын

How do I forward the invoice in Netsuite to the buyer for the quantity mismatch?

@SuiteCris 27 күн бұрын

There's a few ways you can do that, but I assume you want a workflow. You can create one that has a Send Email action that's conditional based on the quantity mismatch.

@monikadevic1403 27 күн бұрын

Hi, could you please create a saved search on aging A/P report that contains the columns for date the vendor was paid last and vendors payment terms? Thanks

@SuiteCris 27 күн бұрын

Yep, you can create that by customizing the A/P Aging Saved Search to add those fields in the Results.

@obamania2009 28 күн бұрын

Hi Chris, I am really finding your videos extremely helpful! I'm hoping you can help me with something. I have an issue where I lose a lot of detail in GL from anything that is journaled via revenue recognition. I have a transaction saved search that ties to the P&L and bring with it a ton of useful information relevant to the sales order, however when items are journaled via rev rec, I can't find any item detail to bring into the search. How can I pull item information via a saved search off transation for items that have been rev rec'd?

@SuiteCris 28 күн бұрын

You should be able to do a Join Field that looks at the journal entries and pulls whatever relevant item info you want into the Search Results.

@philsheppard4446 Ай бұрын

Hey you seem very knowledgeable and I’m hoping you can help me resolve an issue: lets say we have a 1-year contract that’s a “late renewal” meaning on 2/1/25 we invoice for a contract that’s started on 1/1/25. We would like to recognize two months of revenue in the period it was invoiced without impacting the prior months GL and then continue recognizing revenue each month as normal throughout the remaining life of the contract. Is this achievable?

@SuiteCris 29 күн бұрын

Yep, that is achievable.

@philsheppard4446 28 күн бұрын

Thank you! I was originally planning on manually calculating the initial amount and spreading the remainder of the contract value over the life of the contract but we are using the exact days method and this leaves a lot of room for error so I am hoping there is a way to avoid the manual calculation. Please let me know if you have any suggestions!

@SuiteCris 27 күн бұрын

No, you want to modify the Rev Rec rule to have the setup you want without manual entry.

@philsheppard4446 11 күн бұрын

It took me longer than I’d like to admit to find the catch-up period field, but all set now. Thanks for the help!

@SuiteCris 8 күн бұрын

Of course!

@AndrewEsau-r6d Ай бұрын

We have a Client Script that sets the line Department field based on the SuiteKey selected, but we are having an issue where this doesn't happen when importing Sales Orders via CSV import. We have ensured that CSV Import is in the context filtering of the deployment and that "Run Server SuiteScript and trigger WorkFlows" is checked for the CSV Import as well. Any idea how to fix? It works when manually entering in lines on a Sales Order, just not during the CSV Import.

@SuiteCris 29 күн бұрын

Hi Andrew, Client scripts are "Client-Side" meaning they trigger in the browser. They will not execute on "Server-Side" contexts like CSV imports or custom solutions that create records. If this is needed, you will need to also add the logic to a User Event script. You can use the Runtime module to specifically filter only CSV Import contexts as to not double run their logic between the two scripts. Hope that helps

@brunski1966 Ай бұрын

Great video!!

@dhashinidhaya Ай бұрын

In the vendor record, the Tax ID field is not visible. By any chance, do you know why it's not showing? When I customize the form, the 'Show' checkbox for the Tax ID field is checked, but the field still doesn't appear in the vendor record. Do you know why this might be?

@SuiteCris Ай бұрын

Could be a lot of things, I like to think about these things in layers. There are a lot of layers that could be causing the problem, it could be with the permissions on the role, it could be the Form settings, the Field Group, the Field, etc. Try to probe around and see what might be messing it up. Maybe you are customizing one form but then looking at the record using a different form. You can also try going to the same record from a different role and see if it's only a problem with your current role.

@nathaliedorard301 Ай бұрын

Hello , Where can I find the videos about the pick; pack and shipped as you said you will cover those subjects in separate videos? thank you

@SuiteCris Ай бұрын

They're in my Inventory Mgmt course: www.supertraining.cloud/courses/inventory-mgmt

@renatabarreto1987 Ай бұрын

Exactly what I need, saved my life.. following now

@KevinWebb Ай бұрын

Thanks for this. Is there a way to pull "Check #" as a field for a saved search or report? Is there a setup tick box so I can create a report that shows the check numbers on paid bills.

@SuiteCris 29 күн бұрын

Yep, if you're doing a search that pulls up Bill Payments, you'll want to add Document Number to the Results (which will pull up the Check #). If your Search is limited to Bills then you'll need to add a Join Field (the "..." ones) for "Paying Transaction..." or "Applied to Transaction..." , and then select Document Number.

@shermurad-qr8nl Ай бұрын

very helpfull. Keep it up.

@SuiteCris Ай бұрын

Thanks!

@lavanyakurapati7634 Ай бұрын

Hi , I am lavanya I am working as an accountant I am trying to get Net suite certifications from which level do i have to start the course can you plz guide me?

@SuiteCris Ай бұрын

This video gives you a guide to NetSuite certifications. I think I also mention a bit about which of my courses you would take for each cert. kzbin.info/www/bejne/eKO8dnSrpbeMirM