Financial Report Customization

Customized Financial Reports

Basics of Customizing Financial Reports Customizing financial reports allows you to tailor your statements to your business. You can rearrange your accounts, add new sections, formulas, and other information that does not come standard in NetSuite. To customize a financial statement like your balance sheet, income statement, or statement of cash flows click the “Customize”…

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NetSuite SuiteAnswers Courses and Documentation: NetSuite Administrator

LUXSupport

One training resource is the NetSuite Learning Portal. Check with your NetSuite administrator to gain access to the portal for courses: Getting Started, By Product, By Role, By Task, and more. You can take the courses independently.  Administrator Role Courses Curriculum Title Length Accounting Series – Allocations 54 min   Accounting Series – Fixed Asset…

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Customizing Standard Reports in NetSuite

The Report Builder lets you customize your current reports by adding columns and filters to organize your data. To customize a report, click “Customize” at the bottom left of your report. This will bring you to the Report Builder page. The Report Builder contains 4 different sections – Edit Columns, Filters, Sorting, and More Options.…

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3 Ways to Prepare for Budgeting Season

With Halloween and year-end upon us, it seems like a great time to think about budgeting!  If you’re anything like me, budgeting season can feel pretty spooky…like there are tricks behind every corner and a constant fear that the budgeting boogeyman will jump out and tell you all your assumptions are wrong.  Just me?  Well, regardless of your…

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#LuxentTechTalk | Loading Custom Modules in SuiteScript 2.0 using @NAmdConfig

Are you tired of not being able to reuse your custom modules or other third-party JavaScript libraries in NetSuite’s SuiteScript 2.0 API? The article below will teach you how to load custom modules in SuiteScript 2.0 using @NAmdConfig. The ability to customize NetSuite to suit your business needs is virtually unlimited with the application of…

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Leveraging the NetSuite Turn-Key Solution to Your Online Presence

Developing the key infrastructure of a business costs money–lots of it if done incorrectly. Companies spend money needlessly to correct missteps, hire software-specific specialists, and pay with the opportunity cost of lost revenue from customers they did not capture. Building an e-commerce platform, website, and customer portal independent from each other is extremely inefficient and…

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5 Tips for a Successful ERP Implementation

ERP success implementation

When it comes to a successful ERP implementation, there’s a lot to take into account. Unfortunately, for many companies those considerations come in the selection process and by the time the project is in implementation planning and execution, everyone’s too exhausted to fully work through all the changes, processes, and assignments needed to ensure the…

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Salesforce1: A New Look

Wish you could see your company’s logo or company colors on the Saleseforce1 Mobile App? Now you can! Spring ’14 introduced branding for the Salesforce1 mobile app.  It took me 2 minutes to update Luxent Technology Solution’s Salesforce1 mobile app to Luxent green and change the publisher act (+) icon to Luxent’s iQ (Configure, Price,…

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Tackling Salesforce Quoting Needs, Both Big and Small

I was just visiting our YouTube Channel and came across our recent Salesforce Expert Series webinar on Quoting Capabilities in Salesforce. In the webinar, one of our Salesforce Technical Architects, Chad Smith, does a great job covering some of the limitations of native Salesforce quoting and offers some clever tips and tricks to extend the functionality and…

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Summer ’13 – Finally! Owner Fields in Formulas

As a Salesforce Consultant and Developer, I’ve been constantly frustrated by the difficulty in pulling related object owner fields in formulas.  We’ve all been there with the choice of an inelegant and potentially huge case formula, or writing Apex triggers to solve the problem in the past! Thankfully, the Summer ’13 release finally gives us an…

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A New Way to Chatter! Summer ’13 Global Actions Tutorial

The Summer ’13 release of Salesforce has added Global Actions to Chatter. This is a great feature that allows you use Chatter to create records right from the feed! There are two key steps to defining Global Actions: Define the Global Action itself, including predefined field values and Publisher Page Layouts. Add the Global Action to…

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Salesforce Communities: Quick Setup and First Impressions

With the Summer ’13 release Salesforce has introduced communities along with a few other cool features. I wanted to explore these a bit more, this post covers the quick setup procedure and some first impressions on how communities work. Communities are all about making business processes social – they let both internal and external users…

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