1. Boston NetSuite User Group
Friday, March 10, 2016
Welcome!
Agenda
10:00 – 10:15 a.m. Registration and networking
10:15 – 10:30 a.m. Welcome
10:30 – 11:00 a.m. Advanced Approvals
11:00 – 11:30 a.m. Client Spotlights
11:30 – 11:45 a.m. Sponsor Commercials
11:45 a.m. – 12:15 p.m. Networking Break & Lunch
12:15 – 1:00 p.m. #1 Favorite Apps Panel
1:00 – 1:45 p.m. How to Find Help in NetSuite
1:45 – 2:00 p.m. NetSuite Tip Corner
2:00 p.m. Closing Remarks
2:00 – 3:00 p.m. Bonus Advanced Technical Session

2. Thank You! Meet the Board Non-Board Assistance Meet the Sponsors
Mike Kean – Sikich
Stephen Enfield – POS Supply
Ken Phu – Hub Pen Company
Brian Waller – Rapid7
Lindsey Kenny – LogMeIn
Sean Murphy – Reverse Funding
Non-Board Assistance
Mary Kemp – Sikich
Lindsey Lamphere - Sikich
Meet the Sponsors
Xcelero
Nvoicepay
SquareWorks
BMI Cloud
Corporate Sponsor
Sikich
NetSuite
Presenters
Lindsey Kenny, LogMeIn
Mark Fitzgerald – POS Supply
Meghann Ellis – Cambridge Sound
Deb Lang – IkaSystems
Caitlin Swofford – Rapid7
Bernardo Enciso, SquareWorks
William Tamulynas, Sikich

3. 3377 S. Las Vegas Blvd., Las Vegas, NV
Boston NetSuite User Group Events at SuiteWorld
Bond Over Beer
User Group Lunch
After a long day of events, join us for a beer a short walk away at the Rockhouse Bar!
Join our members for lunch. Great opportunity to learn more about the BNSUG community.
Monday, April 24th
Wednesday, April 26th
7:00—9:00 PM
12:00—1:30 PM
3377 S. Las Vegas Blvd., Las Vegas, NV
SuiteWorld Lunch Area

4. Thank you!!

5. Presented By: Lindsey Kenny from LogMeIn
SESSION I:
Advanced Approvals
Presented By: Lindsey Kenny from LogMeIn

6. Advanced Approvers Bundle - What is It?
Professional Services Team designed solution for Advanced Approvers
Created an easy to user interface to support approvals across:
Purchase Orders
Vendor Bills
Sales Orders
Expense Reports
Journal Entries
Configurable Approval Rules
Approval History
notifications
Based Approvals
Ability to use Employee Center Licenses / No Licenses – Cost Savings

7. What is the difference between a Suite Solution, a Module and a workflow?
Native to NetSuite
Fully supported by IT help desk
Receives periodic updates
Suite Solution
Solution created by PS team at NetSuite Bundle that is installed
No additional updates after installation
Basic Set-Up but needs to be customized by company
Custom Workflow
Designed/implemented by individual user
No periodic updates
Need to ensure it still works after every periodic update

8. How it Works at LogMeIn – PO’s
FP&A Review (Role)
>$5K
General Authorization (Title on employee record then Role Based - see below)
Requistionor
Purchasing (Role)
> $50K
Employee Level
Limits
Level 7
CEO
Over $1,000,000
Level 6
CFO
$1,000,000
Level 5
VP of Finance
$500,000
Level 4
CXX
$300,000
Level 3
Vice President
$100,000
Level 2
Director
$25,000
Level 1
Manager
$5,000
Level 0
Individual Contributor $0

9. Email is Sent to Next Approver

10. Approval History

11. How it Works at LogMeIn – Vendor Bills
SOX Control is on the Purchase Order Approval
Vendor Bill Approval is to ensure that we have received the goods/services
No VP Finance, CFO or CEO Approval Required
Business is confirming if the vendor bill should be paid
Employee Level
Limits
Level 4
CXX
$999,999,999
Level 3
Vice President
$100,000
Level 2
Director
$25,000
Level 1
Manager
$5,000
Level 0
Individual Contributor $0

12. Customizations Required
Approvals Across Multiple Subsidiaries/Currencies
Created a table and label that each employee record is matched against to ensure that the PO or VB is within their limit
Posting Period Issues
Since Workflow is run as an administrator, it was allowing invoices to post to closed periods
Workflow did not automatically look at PO Requestors role/limit and was routing to Next Approver
Caused PO’s and Invoices to route one level up unnecessarily
Reminder s are not sent
Since most approver cant log in – they need the to approve – easily lost
Approved PO’s are not natively sent back to the PO Requestor like they are in native NetSuite
Needed the Final Approved PDF copy to be sent back to PO requestor so that it could be forwarded to contact
Ability to Edit PO’s after they have been approved
Add $ to Pos
Edit categorization

13. Honesty What I Like What I don’t Like
- Ability to approve through
- Native NetSuite functionality is missing
- Not everyone needs a license!
- Not as easy to implement as they made it seem
- Table for limits is in USD
- Unable to have more than 1 native rule set per transaction type
- Levels are sent from HR
- SAML was unable to be tested in sandbox – had to go live with minimal testing
- Approver History tab is clear
- OOO Delegation does not work for us
- s include copy of Vendor Bill PDF
- Invoices automatically hit after being fully approved
- No ability to redirect PO or Invoice to another user

14. What I Wished I had done differently
Researched the solution more
Completely drew out our process from beginning to end in minute detail
Not rushed
Asked for the QA testing from the Dev Team to review
Rolled out to smaller audience first and then pushed to entire company

15. Future Enhancements NON-PO Vendor Bill Process
Create 7 custom workflows to allow for invoices related to rent, utilities, Benefits, legal fees can be routed to 2 pre-defined approvers rather than through traditional invoice approval workflow
Setting Tolerance Levels on Invoices
Add in tolerance so that if VB is greater than X%, then the VB can not be submitted before the PO is updated and approved for the greater value
Need to ensure that VAT is not included in the tolerance calculation
Include a control so that if an Invoice is created that is not linked to a PO, that it routes up the entire PO approval routing rather than the VB routing
There will be exceptions and if an invoice is created without associated PO, it needs to be routed all the way up the approval chain, not the shortened version
Super Approve
Ability as the admin to push a PO/VB along to the next approver in the chain, rather than fully approving it
Ability to Redirect
If PO/VB is sent to the wrong person to approve, the Admin should be able to manually re-route
Out Of Office
Allow users to identify when they are OOO and have all PO/VB’s route to next approver – not managed by admin

16. Thank you.

17. Presented By: Mark Fitzgerald from POS Supply Solutions
SESSION II:
Client Spotlights
Presented By: Mark Fitzgerald from POS Supply Solutions

18. Company Overview
Founded in 1999: POS Supply is a leading B2B distributor of supplies for Point of Sale Systems and Specialty Printers.
Standard Products: POS roll paper, ATM paper rolls, 2-Ply Carbonless rolls, Ribbons
Specialty Products: Mobile Printer rolls, Thermal Labels, Pre-Printed rolls, Custom
70,000+ Customers including MyPillow.com, Ritz Carlton, TGI Fridays, RedBox, Subway, Dollar Tree Stores, Microsoft Stores, Alaska Airlines, Rose Bowl, Friendly’s
Inc Member
Wholesale Distribution – Operates like both B2B and B2C
The Team: 12 Full-time employees, 3 Offices – Headquarters in Danvers, MA

19. Our Website – B2B with B2C UX

20. MidMarket Retail Edition
History with NetSuite and Modules Used
NetSuite user since 2005
MidMarket Retail Edition
ERP, CRM, eCommerce
Former SiteBuider User
SCA Site Coming!
Advanced Promotions
Advanced Inventory Mgmt
Bronto

21. Third Party Applications/Integrations
Oz Development / Descartes:
OzLink Pro – 2-Way Integration, NS Fulfillment Automation (2007)
OzLink for UPS – Shipping rate tool for our CS team
Celigo:
Magento2NetSuite Connector – eCommerce Integration (2013)
CloudExtend for Google – Gmail / GoogleSuite Integration (2014)
Windsor Circle: Marketing Automation (online channel) (2013)
iCharts, The Vested Group, ELIM A/R Solutions, AVID/PiraclePay, 8x8 Systems, Yotpo Reviews, Google Trusted Stores…(more)

22. BIG Initiatives in the works…
Suite Commerce Advanced
JHM Services – Seattle, WA
Planned Launch during SuiteWorld 2017!
Bronto Software
NetSuite / SCA Integration in progress
World-Class Marketing Automation
Advanced Personalization
SMS Messaging

23. Other Customizations/Workflows/Scripts
CyberSource, Merchant e-Solutions and Paypal Payment Gateway
Custom SuiteFlows to Automate Data Entry / Manual Tasks
Saved Searches
Many, Many SuiteScripts 
Copy Parent Record changes to Sub-Customer Records
PO Placement Indicator in Open Sales Order View
Customer Record Flags (ie Blind Dropship) auto-populate SO

24. 2nd (Specialty) Website App Development International Shipping
Roadmap
What’s Next?
EDI
2nd (Specialty) Website
App Development
International Shipping

25. Meet Our Sponsors

26. Xcelero
Xcelero is the developer of the Xcelero SuiteApp. It is the only Built-for-NetSuite app that automates testing of business processes and is built for the Business Analyst or QA Analyst. Key features are: (a) Ability to capture test data with a single click so no spreadsheets or record-and-replay needed (b) Definition of success criteria using saved searches (c) Ability to create process flows from test cases including integration steps (d) Automated execution (e) Test cases once defined can be executed for regression as many times as needed and (f) No need for any scripting or coding. Please go to for more information.

27. With NO Scripting or Coding
Xcelero enables ..
One-click Test Data Capture
Easy Success Criteria Setup
Automated Execution
… and does all of this
With NO Scripting or Coding
us for a demo:

28. BMI Cloud Solutions
BMI Cloud Solutions, a NetSuite reseller, and designer of products like QSMap which allow you to search on your NetSuite data through an intuitive mapping tool right on your dashboard.  Ask us for your 10 day free trial!

30. Nvoicepay
Nvoicepay transforms the massive and expensive effort that goes into paying vendors into a simple and automated solution. We optimize electronic bill payments for organizations with our payment automation SuiteApp. In addition, we provide comprehensive vendor services through our Payment Command Center and the highest level of security in the industry. By automating all domestic and international bill payments, Nvoicepay unlocks resources and immediately reduces accounts payable costs by 75 percent.

31. Key Differentiators
Native NetSuite Application – Integrated domestic and International
bill payments.
Payment Services – Dynamic supplier enablement and automatic payment and account reconciliation.
More Control – Visibility and traceability through the entire payment lifecycle.
Highest Security – SOC 1 Type 2 compliant and payment data indemnification.

32. SquareWorks
SquareWorks provides fast, reliable, ongoing NetSuite Support and Project Services for mid-size organizations. Our services include hyper-responsive day-to-day support, building new features and/or reports, executing data migrations, building integrations and many others. Our services are distinguished for having the highest quality standards in the market. For more information, visit our website at or contact us at

33. STARTER STARTER PLUS PROFESSIONAL STANDARD
“Upgrade to the highest level of customer experience with our Premium Support Plans”
Most Popular!
STARTER
STARTER PLUS
STANDARD
PROFESSIONAL
$0/year
$6,500/year
$18,000/year
$27,500/year
1 Hour per month
Customer Portal (1 User)
Standard Hourly Rates
4 Hours per month
Customer Portal (2 Users)
Discounted Hourly Rates
One Free Bundle
12 Hours per month
Customer Portal (3 Users)
Discounted Hourly Rates
Ability to roll-over hours*
One Free Bundle
20 Hours per month
Customer Portal (4 Users)
Discounted Hourly Rates
Ability to roll-over hours*
One Free Bundle
*Restrictions Apply
If you’re going to SuiteWorld, join us for our happy hour at the FIZZ Lounge on April 25th!

34. Break 2:45 to 3:00 pm Use this time to: Visit with our sponsors
BMI Cloud Solutions
Nvoicepay
SquareWorks
Xcelero
Network with your NetSuite peers

35. #1 Favorite SuiteApp You Couldn’t Live Without
SESSION III:
#1 Favorite SuiteApp You Couldn’t Live Without
Presented by:
Meghan Ellis from Cambridge Sound Management
Caitlin Swofford from Rapid7
Deb Lang from IkaSystems

36. Deb Lang from IkaSystems Meghann Ellis from Cambridge Sound
Sticky Notes and Application Performance Monitor
Caitlin Swofford from Rapid7

37. Finding Help in NetSuite
SESSION IV:
Finding Help in NetSuite
Presented by: Bernardo Enciso from SquareWorks

38. We’ve all been there: Errors or Unexpected Behavior
Demands from our team
Curiosity or Design Questions

39. Before we begin If dealing with issues: If not dealing with an issue:
Remain calm! – Most (if not all) issues can be fixed, you just need to know where to get help
Take as many screenshots as you can of the actual errors you’re seeing
Take notes of all steps you follow every time you test a new potential solution
Take notes of any changes you make to the setup and configuration so you can revert them back
Once the issue is resolved document the resolution and keep track of these notes
If not dealing with an issue:
Remain calm! – Most (if not all) questions have an answer, you just need to know where to get help
If after your research is done, you still have questions, contact NetSuite or your Consulting partner

40. Help Center
The Help Center is the most accessible way to find NetSuite-related Help. It is a hub of information including SuiteAnswers Content, User Guides, Release Notes and Training Documentation.
On the top right corner, click on “Help”

41. User Guides
Within the Help Center, NetSuite provides access to the full catalog of User Guides in PDF Format. These guides can be downloaded and used to research or find information about the application:
1: Within the Help Center, navigate to Additional Resources > User Guides
2: Click on the desired User Guide and download a copy in PDF Format

42. User Guides for Bundles
Most NetSuite bundles are published with documentation. If you search for a bundle and look at the details, take a look at the “Documentation” field:
Click on the documentation link to download a copy of the available documentation

43. SuiteAnswers
SuiteAnswers is a complete Knowledge Base of NetSuite that includes Tutorials, Help Guides, Videos and Fixes to Common Issues – This is by far the most common source of NetSuite Help.
2: Click on “Go to SuiteAnswers”
1: Go to Support > Support Overview
3: Enter keywords for your search and click “Search”
SuiteAnswers Tutorial:

44. SuiteAnswers Title and Date
Support Contact Information
Content
Additional Resources
Tips and Important Info
Related Topics
Other Articles

45. Field Help Text
Most fields in NetSuite are clickable and contain an explanation of what they are, how are used, or where to find more information about them:
If you create custom fields in NetSuite, make sure that you add as much information as you can to the Help Text Description. This will reduce the number of questions from your end users significantly!

46. Global Search Box
If you’re looking for transactions, list records or pages, the Global Search Box is a great option!
Begin typing in the Global Search Box and NetSuite will do a full scan of all your records:

47. Sandbox Testing (Trial and Error)
If you’ve searched, read all available documentation and you still have questions about how something in NetSuite works – try it yourself! (in a Sandbox Account)
Configure the scenario(s) you’d like to verify in a Sandbox Account
Test the use of the functionality you’re trying to understand
Verify the results and come up with your conclusions
Document the results of your testing!

48. Boston NetSuite User Group LinkedIn Page
The Boston NetSuite User Group LinkedIn Page allows members to post questions or inquiries. This is a great way to network with other local NetSuite users and get answers to problems you may be having.

49. NetSuite Support
If trying to resolve a technical issue, NetSuite Support is another resource that can be used. Please note that your turnaround times and methods of contacting support may vary depending on your Support Plan. Please contact your Account manager to find out more information.
After logging in to SuiteAnswers, review the support information on the right side of the page:
Contact Support Online by Submitting a Ticket:
Contact Support by calling them:

50. SuiteWorld
SuiteWorld is an extraordinary event and a great opportunity to network with other NetSuite Users. Additionally, you can schedule meetings with product experts, account managers, technical resources or sales individuals!

51. Other If dealing with technical issues: Schema/Connect/Records Browser
Consulting Partners
Stack Overflow
Google
Any other ideas?

52. Summary – How to find help in NetSuite
Errors or Unexpected Behavior
Demands from our team
Curiosity or Design Questions
Help Center
User Guides
SuiteAnswers
Field Help Text
Global Search Box
Sandbox Testing
BSNUG LinkedIn Page
NetSuite Support
Help Center
User Guides
SuiteAnswers
Field Help Text
Global Search Box
Sandbox Testing
BSNUG LinkedIn Page
NetSuite Support
Help Center
User Guides
SuiteAnswers
Field Help Text
Global Search Box
Sandbox Testing
BSNUG LinkedIn Page
NetSuite Support

53. Presented by: William Tamulynas
NS TIP
CORNER
NS Tip Corner
Presented by: William Tamulynas

54. CSV Import – Journal Entry
6140 General and Administrative : Salaries & Wages : Payroll Tax Expense
Set External ID to G/L Account Number
Accomplished using a csv import to set the external id
Please note – this recommendation is for NetSuite users that do not have an integration related to G/L Accounts.

55. CSV Import – Dashboard Shortcut
Access to existing CSV Imports
Setup>Import/Export>Saved CSV Imports
Copy URL

56. Saved Searches – Running Total
Formula (Numeric)
sum/* comment */({amount}) OVER(PARTITION BY {name} ORDER BY {internalid} ROWS BETWEEN UNBOUNDED PRECEDING AND CURRENT ROW)
Sikich | Customer Invoices with Running Total

57. Date/Period Mismatches
Setup> Accounting > Accounting Preferences
Allow Transaction Date Outside of Posting Period
Disallow
Warn
Allow
Home > Set Preferences > Analytics
Report by Period
All Reports
Financials Only
Never

58. SuiteFlow – Automate Business Processes
Steps to Create a Basic Workflow
Customization > Scripting > Workflows > New
Enter Name
Select Record Type (i.e. Employee)
Set Release Status to Testing
Set On Create to Yes

59. SuiteFlow Continued… Use Case 1 – Default Field Values
State 1 > New Action > Set Field Value
Pick a field
Define a value
Use Case 2 – Change Display Type
State 1 > New Action > Set Field Display Type
Set Condition
Use Case 3 – Conditionally Required Fields
State 1 > New Action > Set Field Mandatory
Trigger on After Field Edit
Triggering Client Fields
Pick a field
Set Condition

60. Questions? William Tamulynas NetSuite Senior Consultant

61. Thank You! Meet the Board Non-Board Assistance Meet the Sponsors
Mike Kean – Sikich
Stephen Enfield – POS Supply
Ken Phu – Hub Pen Company
Brian Waller – Rapid7
Lindsey Kenny – LogMeIn
Sean Murphy – Reverse Funding
Non-Board Assistance
Mary Kemp – Sikich
Lindsey Lamphere - Sikich
Meet the Sponsors
Xcelero
Nvoicepay
SquareWorks
BMI Cloud
Corporate Sponsor
Sikich
NetSuite
Presenters
Lindsey Kenny, LogMeIn
Mark Fitzgerald – POS Supply
Meghann Ellis – Cambridge Sound
Deb Lang – IkaSystems
Caitlin Swofford – Rapid7
Bernardo Enciso, SquareWorks
William Tamulynas, Sikich

62. 3377 S. Las Vegas Blvd., Las Vegas, NV
Boston NetSuite User Group Events at SuiteWorld
Bond Over Beer
User Group Lunch
After a long day of events, join us for a beer a short walk away at the Rockhouse Bar!
Join our members for lunch. Great opportunity to learn more about the BNSUG community.
Monday, April 24th
Wednesday, April 26th
7:00—9:00 PM
12:00—1:30 PM
3377 S. Las Vegas Blvd., Las Vegas, NV
SuiteWorld Lunch Area

63. PLEASE RETURN YOUR NAMETAGS TO THE REGISTRATION DESK
Closing Remarks
PLEASE RETURN YOUR NAMETAGS TO THE REGISTRATION DESK
Recap of Event
Next Meetings
Thursday, July 13, 2017
To be held at Maltz Sales in Foxboro, MA
SuiteWorld – April , 2017
Grab a flyer on your way out with our events at SuiteWorld
Please complete and return the evaluation form
Questions, Initial Feedback and Suggestions for Next Meeting Topics and Presenters

64. Thank You! PLEASE LEAVE YOUR EVALUATIONS AT YOUR SEAT AND
RETURN YOUR NAMETAG TO THE REGISTRATION DESK

65. Advanced Technical Session
BONUS SESSION:
Advanced Technical Session
Presented by: Sean Murphy and Ken Phu

66. Agenda Installing SuiteScript IDE (Eclipse)
Overview of SuiteScript 1.0
Client Side Scripts
Server Side Scripts
Suitelets
Restlets
Introduction to SuiteScript 2.0 and co-managing with SS1.0
Questions

67. Installing Eclipse for NetSuite
Use NetSuite Help Guide to install Eclipse
Search “eclipse”  Click on “Downloading Eclipse for Use with SuiteCloud IDE”
Follow instructions to download Eclipse
Extract Eclipse to root drive
Run eclipse.exe from directory c:\eclipse\
If you receive an error you’re most likely missing a JRE.

68. Installing Eclipse for NetSuite Cont.
If you receive an error you’re most likely missing a JRE.
Go to click on “Free Java Download”  “See all Java Downloads”
Download and install the appropriate version i.e. 32bit or 64 bit windows.
Updating Eclipse for Use with SuiteCloud IDE
Add the SuiteCloud IDE Update Site.
Install SuiteCloud IDE.
SuiteCloud IDE Master Password
Setting Up an Environment in SuiteCloud IDE
Tip: Setup different workspaces for Sandbox and Production
Setting Up an Account in SuiteCloud IDE
Importing Existing NetSuite Projects into SuiteCloud IDE
Synchronizing Internal IDs from a Project Account in SuiteCloud IDE
Setting SuiteCloud IDE Preferences

69. SuiteScript 1.0: Overview
Language: javascript
Note: not all js libraries are supported within SS1.0.
Data access and manipulation are conducted via nlapi…
Script Types:
Client Side: Form Level
pageInit
fieldChange
postSourcing
saveRecord
Etc.
User Event: Server Side
beforeLoad
beforeSubmit
afterSubmit
scheduled
SuiteLet
RestLet

70. SuiteScript 2.0: What’s Different? Why should I change?
Language is more Modern and Performs better
javascript 6 (HTML5)
The SuiteScript 1.0 API
is no longer being updated by NetSuite.
WILL go EOL at some point. – no date announced but Trust that it will as some point
Data access conducted via modules:
This means the browser only loads what it needs at runtime and does NOT have to load the entire API on every call.
Like other programming languages
Sub List and Column indexing begins at 0.
Booleans take a value of true or false
Enumerations -- enough said
record.Type.SALES_ORDER,
search.Operator.ISEMPTY

71. SuiteScript 2.0: Whats Different? Why should I change?
New Script Types:
Client Side: Promise object
All Client side API support Promise
Asynchronous(Kinda) Client side code.
Server Side: Map/Reduce Script –
Map/reduce scripts provide a structured framework for server-side scripts that process a large number of records or data
What's NOT supported:
Core Plug-ins
SSP scripts
SuiteCommerce Advanced

72. SuiteScript 2.0: Anatomy Modules Require(): Define(): Return:
SS2.0 is designed to be modular. SS2.0 implements its modular architecture with the Asynchronous Module Definition (AMD) specification. AMD is used to define and load JavaScript modules and their dependencies. For additional information regarding AMD, see 
Require():
Use Require to define a custom Module as dependency for any script.
Define():
Use the define() function to load SuiteScript 2.0 modules and create custom modules. When you use the define() function, it loads all dependencies before it executes any logic
Return:
Put the function/event name at the end of the module to tie the function to the event i.e. return{
beforerecordload: usereventbeforeload }

73. SuiteScript 1.0 / 2.0: Cohabitation /Conversion
Version Cohabitation Rules:
Can have and use (entry point script and supporting library scripts) SuiteScript 1.0 AND SuiteScript 2.0 in the same Account.
Both versions can be deployed in the same account, in the same SuiteApp, and/or on the same record.
Cannot Mix Versions in the same Script or Call Stack
1.0 cannot call a 2.0 custom module
2.0 cannot call a 1.0 Library.
Converting your scripts from 1.0 to 2.0
Best Practice:
It’s a total rewrite.
ALL New development in 2.0
No conversion from 1.0 to 2.0 exists
If you have to update your 1.0 code, more then 30% update, move to 2.0 other wise stay with 1.0 (FOR NOW)!
The Languages are significantly different

74. SuiteScript 2.0: Demo
LETS SEE IT

75. Open Forum