NetSuite Workflows Full Guide

[@RogerYeah]

I am a NetSuite beginner. Your videos are very detailed and useful. I really like them. Thank you for your hard work in making them.

[@SuiteCris]

Thanks so much for the feedback. I’m always happy to help orient new users!

[@SuiteCris]

Nearly 500 views and no comments yet?! Come on guys, throw me a bone here! Ask me anything!

[@harrychhina8336]

I agree. After such a detailed and excellent series of vedios on Netsuite I too am surprised with so few comments. May be the community of user is small. Anyways, just wanted to say that your precise yet comprehensive explanantions are just awesome and super helpful. Beats the original NetSuite videos by a mile. Thankyou

[@SuiteCris]

Thank you so much Harry! I hope I can continue to be helpful!

[@derickani]

Good trainer. The most detailed I have come across.

[@SuiteCris]

Thanks!

[@Rob-678OTP]

This video is awesome. It answered so many basic wf configuration setting questions I had specifically around no having to configure the Event Definition fields at the header level because these actions can be set at the Action level. Instructor led training is so much more helpful that trying to figure things out from a Help document that never explains the "WHY" you are doing something.

[@SuiteCris]

Hi Rob, I'm glad you found the video helpful. I have a lot of other important Admin training videos in my Administrator Fundamentals course if you need more!

[@mariospanayiotoun]

I am a NetSuite beginner administrator. Your videos are very detailed and useful. I really like them. Thank you for your hard work in making them.

[@SuiteCris]

You're very welcome, happy to help.

[@Carolina-sq8qo]

Great video! So easy to understand. Thanks a lot.

[@SuiteCris]

You're very welcome!

[@ishmaeladotey4969]

Best video's on NetSuite ever!

[@SuiteCris]

Haha thanks alot Ishmael!

[@aniketchaudhari3393]

You are explain very well it is very easy to understand but you explained more videos related workflows so this this also benificial for us.

[@SuiteCris]

I'm glad you find the videos helpful!

[@renewashington7615]

I was looking for tutorials for NetSuite and I have to say that your teaching is done very well. Great job!

[@SuiteCris]

Thanks Rene, I'm glad it's helping!

[@jefflullo6599]

Hi Cris, SuperSuite is an amazing tool for learning NetSuite. Your presentation format is perfect too. Please keep this channel going!

[@SuiteCris]

Thanks Jeff!

[@FranciscaGalperin]

this was so helpful! thank you

[@SuiteCris]

You're very welcome, happy to help!

[@natitafl]

Hi Cris, Very useful video. Thank you!

[@SuiteCris]

You're welcome Natita!

[@AmitDeshmukh4]

Your videos are amazing and well explained.

[@SuiteCris]

Thanks Amit!

[@untoldStoryOfIndia]

Thank you so much for valuable video...explain very well and easy manner.

[@SuiteCris]

Happy to help!

[@syafiqammar8004]

I am your 995 subscribers kudos to your videos I can learn about Netsuite 👍🏻

[@SuiteCris]

Haha, thanks so much!

[@donaldf266]

great video again Cris! just wondering what would be a use case to "lock" a record (instead of keeping it "open") upon Rejection. Cheers.

[@SuiteCris]

Hi Donald. If you wanted a rejected Purchase order to get locked off and not have it tampered with after the fact, you might want to do that.

[@surendarmangalapelli6430]

Question: I noticed that only the "Preferred Payment Method" field is appearing in the Record Join Field section when setting up the workflow. There are many other fields in the Customer record, so could you please explain why only this specific field is available in the join fields list?

[@SuiteCris]

I assume you're talking about in the 19-20 min mark? A little earlier, I set a Condition that was tied specifically to the Preferred Payment Method field so when I set the actual parameter below it only had that one option.

[@kunilkang4492]

Great video! One Question~ PO was approved and Record is locked. By the way, can I edit the PO (ex : total amount 100 > 2000) again?

[@SuiteCris]

Not if it's locked, but you can change the workflow so that there is a Condition that leaves it unlocked for certain roles (like an Administrator or Controller). You can also format the workflow so if the value of the PO is changed it will recycle back through the approval process.

[@jefflullo6599]

Hi Cris, Can you please make a video on the NetSuite Advanced Manufacturing module soon? Thank you!

[@SuiteCris]

I'll probably do a course on that at some point. So not soon...but soon enough.

[@AfanMukadam-y6s]

sir did you prepare csv imports for charts of account , customers and bill of materials?

[@SuiteCris]

I have a video called Data Imports where I talk about CSV imports. I don't do all the imports you mention above, but the mechanics are the same.

[@BryanLivingston-e7r]

Can a Workflow be made to require the department field to be updated before submitting a JE with expense accounts only? If so how to go about writing this Workflow?

[@SuiteCris]

Yep, you'd want to make the Dept Field mandatory and have a Condition set up that only applies to JEs with Expense Accounts.

[@lacyannlukert9607]

Do you have a video on doing a workflow to autofill a field with the names of which user is doing the transaction?

[@SuiteCris]

Hi Lacy. I don't have a video on that exact example, but I did a video that shows a technique that can be easily extrapolated to your purpose: kzbin.info/www/bejne/gIXWhY2mhNGgftE

[@AbdurRaheem-p4i]

Best NetSuite Training Content!!!!!!

[@SuiteCris]

Thanks!

[@accountant110]

You have awesome videos, was just curious is your original background in accounting or audit? Thanks

[@SuiteCris]

Thanks a lot man. Background is in accounting.

[@husambadwan980]

When I open the visual builder, the field type of "Preferred Payment Method" is not available (@18:23). Am I missing something? I followed all of your steps so far but that field type is not showing up for me.

[@SuiteCris]

Hi Husam, if memory serves me correctly, Preferred Payment Method was a custom field I had added to the Customer Records in an earlier video (this video was made at the same time I was making the Administrator's Course). So you wouldn't have it on your side.

[@husambadwan980]

@@SuiteCris Makes sense. Thanks for letting me know. Can you link me to that video as well?

[@SuiteCris]

That video is in the Administrators Course. Basically, what I do is I make a course and about 25% of what I teach in the course, I turn around and make KZbin videos about.

[@creator1979]

Question, Can the logs be place outside of the system in order to minimize performance issues? maybe point the log file to a folder?

[@SuiteCris]

Theoretically you could customize the system to do that, however, I don't know how much better it would be for performance. A better recommendation is only run the logs until you know the workflow is running appropriately in all foreseeable circumstances.

[@creator1979]

@@SuiteCristhanks for the prompt response, appreciate it. I am looking for a high level Administrator video. I’ve been administering Netsuite alongside 3 other ERPs and over a dozen others (HRIS, LMS, Legal CRM, etc) so I can’t say I master any of them (NAV 09,13, BC, GreatPlains, and Netsuite) I am applying to a role where I’ll be mainly focusing on Netsuite and other non-ERPs systems… any video that can give me very high level of the main administrative tasks (roles, permissions, custom objects, scripting, workflows, reports, and dashboards) TIA

[@SuiteCris]

You're welcome. Sounds like you're pretty deep into it, I don't know that a single "high level" video is going to be of much use to you. I mean your sentence describing the main responsibilities of an Admin (roles, customizations, workflows, etc) is basically the high level overview. If you want some more information on each tool, I have videos on KZbin for literally every topic you brought up. I know it takes time to watch hours of content, but unfortunately, it takes most people years to get proficient with NetSuite. Good luck!

[@lasagna2240]

Thank you so much for the video sir. Thank you for making me being useful at work. 😢 Maybe after this I’ll stop trying to solve everything with Client Script.

[@SuiteCris]

Haha, exactly. You're welcome!

[@HimanshuChaudhary-c3v]

I am not getting the field preffered payment please help

[@SuiteCris]

Sorry, it's a custom field I had made in a previous video.

[@mountainlandandhomes]

Very easy to understand! Great explanations! I am new to NetSuite so I find your videos very helpful! Do you have a video on bill capture with several invoices? Thanks :)

[@SuiteCris]

You're very welcome, I'm glad the videos are helpful! Coincidentally, I just filmed a video on A/R and billing a couple days ago. The downside is that lesson is part of a course that won't be released for several weeks. But if you subscribe, you'll definitely see it when it comes out!

[@Liz-vv3ux]

@@SuiteCris i just subscribed and cant wait to see the bill capture lesson, and also want to know the netsuite deployment with a brief full life cycle video

[@SuiteCris]

Hi Liz, sounds good I'll add NetSuite Deployment to the queue!

[@arshilsiddiqui5147]

hi there just wanted to know is netsuite a good career option to pursue? thanks

[@SuiteCris]

It totally depends on you. If you like working with systems and have an inclination towards accounting or I/T functions, then yes, NetSuite can be a great career path.

[@ashwinjuwekar2841]

Pl upload a video on "Workflow Action Script" , your videos are useful.

[@SuiteCris]

Thanks Ash. I have a Developer I'm helping to make a full NetSuite Developer's Course, hopefully you see it soon!

[@smitharajan8182]

Can you do video regarding kpi scorecard

[@SuiteCris]

I actually did one recently where I cover KPI scorecards. It's in my SuiteFoundation course (the video on the Home Dashboard). Is that sufficient or are you looking for more?

[@Nicolasojedaok]

i need to implement that on a customer

[@SuiteCris]

Cool, good luck!

[@matt_sellers]

Would love a video on how to create a workflow that automatically sends new invoices to customers when the invoice is created! Maybe that’s just me though!

[@SuiteCris]

That is actually a phenomenal idea! I could make a whole series of videos that are super short and show how to make specific workflows. Ok, give me a little time to wrap up some projects and I'll totally do that. Thanks Matt!