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Thought Leadership in 2021

 

Having worked in the tech space for over 15 years now, I thought I may just qualify as experienced enough to share my thoughts/predictions/guestimations about what’s in store for industry leaders in 2021.

‘Thought Leader’ is a term that should be earned and not self-assigned. Being a guru of any discipline is a title that is becoming increasingly nebulous in today’s world as industries are evolving and merging faster than ever. There is now a stronger demand than ever for leaders that can adapt and excel in new markets.Read More

Statement Generator

Generating customer statements in a timely manner is critical to ensuring that outstanding accounts receivable is paid when due. The current Print Statements page in NetSuite has a restriction where only 100 statements can be sent out at a time, which can make the task rather cumbersome and time consuming if the number of customers are significant. Furthermore, the email template used when sending out bulk statements is currently not customisable, thus opening up the possibility of the emails being marked as spam, and not reach their intended recipient. This can result in a delay of payments and customer disputes.

We have developed a custom suitelet called the Customer Statement Generator which overcomes these issues and allows you to attach a customised email template and send all customer statements with one click (up to 4,000).

The layout of the suitelet is similar to the native function where you can

  • specify Statement Date and Start Date (for displaying Balance Forward)
  • Restrict by Group (based on selected criteria for dynamic customer groups e.g. customers where the Send Preference = Email)
  • Include Zero Balances
  • Show Only Open Transactions
  • Print Consolidated Statement.

In addition to this, you can also

  • email the customers as well as print simultaneously
  • select a customised email template
  • select All customers, or Select one tab at a time
  • search for a customer to print an individual statement.

Please get in touch with us by emailing support@liberateit.com if you would like to know more.

NetSuite Now

Don’t forget NetSuite Now is still on during the month of November

Evan gave a great keynote last month to kick off NetSuite Now On Air, it was followed up by some great sessions on financials, planning and budgeting, SuiteCloud and SuiteAnalytics, tips from the experts, CRM, commerce and communications, operations, people, payroll and projects.

Coming up this month is the APAC (Asia Pacific) Edition of NetSuite Now On Air, an immersive digital event for Leads, Prospects, and Customers in ANZ, Singapore and the Philippines across 3 days in November (Tuesday 17th Nov – Thursday 19th Nov 2020).

Keep Checking the NetSuite Website for more details.

Best Practice for Naming Conventions

Customisations are a key part of most software implementations, yet it’s easy to overlook the critical importance of using a consistent approach with the naming convention when creating these “building blocks” of your ERP, to ensure that they provide meaningful insight to all users.

The recent introduction of SuiteCloud Software Development Kit (SuiteCloud SDK) to transfer customisations from a Sandbox account to the Production account also requires that all customisations have a standard searchable ID, hence it is crucial that the naming convention used is logical and uniform for successful use of this new tool.

Below are some of our recommendations:

  1. Use the naming convention _companyname_<name of field> for the ID when creating the below customisations. The company name is to differentiate between customisations created by 3rd parties and internal users.
  • Fields e.g. custbody_lit_internalnotes
  • Records
  • Segments
  • Lists
  • Saved Searches
  • Forms
  • Advanced PDFs
  • Workflows
  • SuiteScripts
  • and anything else for which you can assign a custom ID.
  1. Custom IDs should be assigned to workflow states, as well as the workflow.
  2. Description & Help fields should be mandatory – enter details of what the field is designed to do and if it is to be used for a script or workflow etc.
  3. Developers should leave notes in the header of their scripts to explain the purpose of the script and the use cases it has been developed for.

SuiteAnalytics Upgrade

2020.2 has also brought an upgrade to SuiteAnalytics which makes it even easier for businesses to build the right reports and get the right insights.

Read More

Email Deliverability Tips

We have received a number of reports that bulk emails sent via NetSuite are not being received by the recipients. Below are our recommendations to improve your email deliverability so that they do not end up being incorrectly categorised as spoof and blocked from reaching the recipient’s inbox.

Read More

Cloud Coders October Special

Does your warehouse currently have too many manual or paper-based processes? Are you looking to reduce warehouse pick errors? Do you want your warehouse to run more efficiently? If so, we can help with Cloud Coders Spring Clean your Warehouse campaign.

In the month of October, we are giving all new Cloud WMS customers a free half-day warehouse review session (valued at $2000 AUD) with our warehouse management expert Greg Fairweather. We are also including a 10-20% discount on our implementation and training costs to help kick-start your warehouse transformation.

Please contact Ryley Kleinschmidt for further information.

contact Ryley

Tools to Manage your Inventory

Following the success of our recent webinar Tools to Manage your Inventory we have created a bundle containing the following saved searches and custom reports which will aid your organisation to gain better visibility and control over inventory and your supply chain.

This bundle comes at a one time cost of $600. Please contact Liberate Support to log a case with the following subject line “Tools to Manage your Inventory” and our team will deploy these useful tools to your NetSuite account.

1. Accrued purchases
  • Saved search version of the NetSuite standard Accrued Purchases report
  • Adds additional filtering where lines that require no action can be filtered out e.g. where PO = IR = vendor bill
  • Used to highlight and research qty and value variances posted to the Accrued Purchases GL account on the balance sheet

 

2. Warehouse committed orders – monitor order status through the warehouse
  • Highlight orders in green where all lines ready to pick
  • Where RF Smart is implemented this search validates the pick filters to confirm correct order status
 
3. Tracking Report – details Sales Order and related Item Fulfillment and Purchase Order transactions
  • Dispatch & tracking info.
  • Serial numbers if applicable
 
4. Receipts Inwards Report – analyses by location and date
  • Item Receipts & PO ref
  • Qty & Value
  • Serial no. if applicable
 
5. Backorders – details a combination of Sales & Purchase transactions on backorder
  • Highlights those transactions older than one month
 
6. Item last used – use to review current slow moving inventory
  • Date created
  • Last used
  • SOH
  • Value
  • Flagged if inactive
 
7. SOH vs Bin report – matches location ID to bin location ID
  • Location qty compared to total bins
  • Monitoring for :
  • Mis-match
  • Items in blank locations – requiring bin put-away
  • Negative bins
sign up for bundle

NetSuite Training Videos

NetSuite have prepared several short videos highlighting key features of the New release, these can be found in SuiteAnswers or by clicking the below link.

view videos

What our clients are saying

You made the whole project an enjoyable and exciting experience that has been key in moving the business forward in leaps and bounds!

Murray Sellars
Packline Solutions

The change over from old program to NetSuite was made easy by their vast knowledge and being able to adapt the program to our style of business and recommend changes to save time. 

Lyn Chapman
Prestige Produce

They ensured our implementation of JCurve/NetSuite was seamless to our customers and since the cut-over has continued to assist us with progressively expanding the NetSuite capabilities within our company.

Peter Davis
Point to Point Distribution

Liberate IT has the unique characteristics of in-depth understanding of the NetSuite application and business process to offer businesses an optimal system for their business to operate. They are quick to identify and interpret needs and have a broad and practical experience to know what works.

Lucas Vear
Viatek Pty Ltd

I've worked closely with these guys for over 3 years now and would recommend them highly. Everyone takes a keen interest in finding the right solution for our needs, which is a feat, considering our needs are far from 'generic'.

Joshua Brownlie
Bulleen Screens

Liberate IT have helped shape our company's future direction with their thorough understanding and professional implementation of our Netsuite package. Highly recommend.

Julian Smith
Nationwide Waste

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