SW19 PE Catalog
SW19 PE Catalog
THE KNOWN
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Pre-Event Training and you explore a variety of topics to help you and your organization
become even more successful with NetSuite.
• Prepare for Certification Exams, and then take the exams Early Bird Available until January 25 $1,995
The Details 1 2
When Deep Dive Training Certification Prep
Customization Advanced
• SuiteFlow: Advanced Workflows Assumes you have competencies related to the course topics.
Refer to the course descriptions for specific prerequisites.
(Advanced)
• SuiteCloud Development Framework (SDF): *NetSuite, Inc. is registered with the National Association of State Boards of
Building and Deploying Customizations Accountancy (NASBA). CPE credits are available for those courses with an asterisk.
(Intermediate)
Level
Beginner
Are you a newly-hired administrator who needs to learn how to manage an existing
NetSuite implementation? Or maybe you’re mostly self-taught but would like refresher
training on the basics?
Sharpen your administrator skills by becoming proficient in the daily tasks of a
NetSuite Administrator!
NetSuite: Administrator Fundamentals walks through key administrator tasks and responsibilities, providing the Who Should Attend
New and self-taught administrators who are responsible
foundational knowledge needed to tailor, maintain, and optimize NetSuite for your business needs.
for the ongoing maintenance and optimization of their
The course begins with a high-level review of NetSuite capabilities, and then turns to on-going setup, configuration organization’s NetSuite deployment.
and customization tasks that are part of the administrator’s responsibilities. Prerequisites
Although knowledge of NetSuite is not required, course
Through use cases, hands-on exercises, and best practices discussions, you will learn how to: participants will benefit if they are already familiar with
NetSuite navigation and features. To learn how to navigate
• Describe the general structure of the NetSuite data model NetSuite and perform common tasks, view the Getting
Started training videos available on SuiteAnswers.
• Modify and create custom roles to enforce security
• Publish dashboards for groups of users
• Use NetSuite customization tools to add fields, control views, and create new tables
• Assist with and troubleshoot reports and searches
• Import data into your NetSuite account, while ensuring data integrity
• Expand NetSuite by taking advantage of SuiteApps
• Evaluate techniques for securing your data and system
• Identify resources to assist with upcoming NetSuite releases.
By the end of this course, you will be able to manage and maintain your NetSuite account like a pro!
View the Course Data Sheet for more details.
Level
Intermediate
If you can visualize it, you can build it using SuiteFlow! View the Course Data Sheet for more details.
Level
Intermediate
NetSuite: Financial Management introduces key day-to-day, monthly, quarterly, and yearly activities for performing The Financial Management course topics are
closely aligned with the new NetSuite Certified
finance and accounting tasks in NetSuite. The course begins by examining transactions associated with selling Financial User Certification Exam subject areas.
and purchasing goods and services, as well as how those transactions flow through your business processes and Consider becoming NetSuite Certified after
ultimately into your financial reports. completing this course.
A voucher for the NetSuite Certified Financial
Next, you’ll explore general ledger features such as classifications, working with journal entries, budgeting, and expense User Certification Exam is included with your
allocations. The course concludes by showing you how to close the books for the period, quarter or year end, and teaches registration. You can use the voucher to take the
you how to tailor your Home Dashboard to quickly access business intelligence and manage activities. exam after the conference.
Through case studies, hands-on exercises, and best practices discussions, you’ll learn how to:
• Manage customer relationships to ensure that your company’s General Ledger is paid the money owed for Who Should Attend
providing goods or services Finance and accounting professionals who are new to using
NetSuite and responsible for accounting, budgeting, billing,
• Manage vendor relationships to ensure that your company reflects the debts owed for receiving goods or services and preparing financial reports.
Prerequisites
• Identify and use NetSuite’s general ledger functionality Participants should understand basic accounting concepts
and terminology.
• Create saved searches to access and dynamically display key data
Although not required, course participants will benefit if they
• Apply custom formatting to financial statements so that data is presented in a way that makes the most sense for are already familiar with NetSuite navigation and features.
your organization To learn how to navigate NetSuite and perform common
tasks, view the Getting Started training videos available on
• Setup and use multiple budgets so that you can plan your future income and expenditures, then track business SuiteAnswers.
performance against the plan.
By the end of this course, you will be able to obtain complete, real-time visibility into the financial performance of your
business! View the Course Data Sheet for more details.
SuiteAnalytics: Level
Intermediate
Want to give your CFO and CEO another reason to love your work?
Learn to access and analyze finance and accounting data to better inform and
influence your company’s success! New SuiteAnalytics User Certification
SuiteAnalytics: Financial Reports and Searches will help you use and customize NetSuite reports, financial These SuiteAnalytics course topics are closely
aligned with the new NetSuite Certified
statements, searches, and KPIs to unlock your financial data so you can diagnose issues on the fly. You’ll also learn
SuiteAnalytics User Certification Exam subject
how to drill-down into customer, employee, or transactional details for more comprehensive analysis so you and your areas. Consider becoming NetSuite Certified after
management team can make more informed decisions. completing this course. A voucher for the NetSuite
Certified SuiteAnalytics User Certification Exam is
Through real-world use cases, hands-on exercises and best practices discussions, you will learn how to: included with your registration. You can use the
voucher to take the exam after the conference.
• Include budget details and extra fields in financial statements
Level
Intermediate
Why guess? Learn to use reports and searches to get the intelligence
you need to run your business!
New SuiteAnalytics User Certification
SuiteAnalytics: Reports and Searches will help you turn your data into knowledge and your knowledge into business These SuiteAnalytics course topics are closely
strategies that take you where you want to go. Learn how to obtain actionable analysis, enforce business processes, aligned with the new NetSuite Certified
and get real-time views into company data across sales, marketing, service and fulfillment. SuiteAnalytics User Certification Exam subject
areas. Consider becoming NetSuite Certified after
Through real-world use cases, hands-on exercises and best practices discussions, you’ll learn how to: completing this course. A voucher for the NetSuite
Certified SuiteAnalytics User Certification Exam is
• Customize reports to meet specific user requirements included with your registration. You can use the
voucher to take the exam after the conference.
• Display real-time data to track key metrics and spot trends
• Apply expressions, functions, and basic SQL formulas for more complex analysis
Who Should Attend
• Create custom KPIs to display critical data in easy-to-read charts and graphs NetSuite Administrators, managers, and users who need to
create reports and searches. Finance and accounting users
• Create personalized dashboards rich with tools to analyze operational performance who need to create and customize financial reports should
take the SuiteAnalytics: Financial Reports and Searches course.
By the end of this course, you’ll be able to create role-specific reports, saved searches, and KPIs to help drive the
Prerequisites
success of your business. View the Course Data Sheet for more details. Participants should have at least three months’ experience
using NetSuite.
Participants should already be familiar with NetSuite
navigation and features. To learn how to navigate NetSuite
and perform common tasks, view the Getting Started training
videos available on SuiteAnswers.
Level
Advanced
Go the distance!
Acquire the final set of skills needed to create saved searches that mine your New SuiteAnalytics User Certification
NetSuite data for invaluable business intelligence. These SuiteAnalytics course topics are closely
aligned with the new NetSuite Certified
SuiteAnalytics: Advanced Searches will help you dig deep into your data. You will learn to apply advanced saved SuiteAnalytics User Certification Exam subject
search functionality to build searches that include parenthetical expressions, joins to access data, and functions and areas. Consider becoming NetSuite Certified after
completing this course. A voucher for the NetSuite
summary types to format date and numeric values. Taking your skills even further, you’ll also learn how to incorporate
Certified SuiteAnalytics User Certification Exam is
formulas and SQL functions to translate values, calculate dates and numbers, generate matrix style output, format included with your registration. You can use the
dates and numbers, render results with embedded HTML, apply complex criteria and more. voucher to take the exam after the conference.
Through real-world use cases, hands-on exercises and best practices discussions, you’ll learn how to:
• Enhance search criteria by incorporating parenthetical expressions
Who Should Attend
• Use ‘Main Line is False’ in searches NetSuite administrators, super users, managers, business
analysts, and software developers responsible for data
• Use joins in searches to access other data elements
analysis through saved searches.
• Change the sorting behavior of maximum and minimum search values Prerequisites
Participants should be experienced with creating saved
• Work with column labels by adding HTML tags and line breaks
searches in NetSuite. Prior completion or the equivalent
• Perform basic computations between two or more NetSuite fields knowledge of either the SuiteAnalytics: Financial Reports
and Searches or SuiteAnalytics: Reports and Searches
• Return list/record fields as hyperlinks to easily navigate to other records via the search results courses is recommended.
• Make best use of many Oracle SQL functions: CASE, DECODE, TO_CHAR, UPPER, INSTR, SUBSTR, TO_NUMBER, Experience with HTML and SQL is helpful, but not required.
NVL, NULLIF, ROUND, FLOOR, LAST_DAY, ADD_MONTHS, REGEXP_LIKE, RANK, DENSE_RANK, COUNT, AVG,
MEDIAN and others.
By the end of this course, you’ll have implemented formulas across a variety of use cases, giving you skills that you can
apply to extracting critical business intelligence from your NetSuite data. View the Course Data Sheet for more details.
Go the distance!
Acquire the final set of skills needed to create saved searches that mine your
NetSuite data for invaluable business intelligence.
SuiteAnalytics Workbook: Queries, Pivots and Charts will immerse you in the features and functionality of the new Who Should Attend
NetSuite Administrators, managers, and users who need to
SuiteAnalytics Workbook Beta. Create complex queries quickly and easily, gain unique insights with rich visualizations,
create queries, pivot tables and charts using SuiteAnalytics
pivoting capabilities and dynamic interaction with live data. Workbook Beta.
Through real-world use cases, hands-on exercises and best practices discussions, you’ll learn how to: Those interested in creating reports and searches using
our long existing analytics platform should take the
• Query and filter data across multiple records including multi-level joins SuiteAnalytics: Reports and Searches.
Prerequisites
• Create criteria with simple expressions, along with scenarios requiring use of nested expressions containing AND/
Participants should have at least three months’ experience
OR and grouping logic using NetSuite.
• Establish one or more pivot tables based off of defined data and criteria Participants should already be familiar with NetSuite
navigation and features. To learn how to navigate NetSuite
• Create pivot tables with multiple rows and/or columns, along with subtotals and grand totals and perform common tasks, view the Getting Started training
videos available on SuiteAnswers
• Apply summary types such as Sum, Average, Count, Min and Max to your pivot tables
• Visualize your data by creating one more charts based off of defined data and criteria
• Create formula fields using SQL and incorporate into criteria, pivot tables and charts
By the end of this course, you’ll be able to query data, create pivot tables and generate charts to help drive the
success of your business.
Level
Advanced
Are you ready to roll up your sleeves and learn how to create complex business
process automations in NetSuite?
This course will show you how.
SuiteFlow: Advanced Workflows is an accelerated version of the three-day course under the same name. You’ll Who Should Attend
This course is geared towards experienced administrators,
learn the skills to build multifaceted business processes using NetSuite’s point-and-click business process
software developers, and other technical users who are
automation tool: SuiteFlow. looking to enhance their existing SuiteFlow knowledge
and skills to support more technically complex business
Geared towards the experienced technical NetSuite user, this course introduces many of SuiteFlow’s advanced capabilities processes and use cases in NetSuite.
supporting more complex use cases, such as configuring Service Level Agreements (SLAs), incorporating sub-workflows Non-technical users should attend SuiteFlow: Workflow
to support sequential and parallel approvals, using Saved Searches in action and transition conditions, altering workflow Fundamentals.
processing based on changes to related records, updating sublist lines on Transaction records, extending the power of If you’ve already attended SuiteFlow: Workflows for
Developers, you don’t need to take this course unless you’d
SuiteFlow using SQL and SuiteScript formulas, and improving workflow processing performance.
like to brush up your skills.
Through real-world use cases, hands-on exercises and best practices discussions, you’ll learn how to: Prerequisites
• Configure Service-Level Agreements using scheduled actions and transitions Participants should have an understanding of business process
mapping and decision branching, event-based programming,
• Execute actions and transitions using saved searches as conditions and object-oriented software development principles.
• Configure business processes that run in parallel using sub-workflows
• Alter the state of a workflow based on changes to related records
• Use SQL and SuiteScript formulas in conditions
• Update Transaction record sublist lines using Sublist Action Groups
• Integrate custom workflow actions developed using Workflow Action Scripts
• Execute workflows in different contexts, such as CSV Import, User Event Script, Suitelet, and Mass Update
• Develop workflows based on best practices to ensure optimal workflow processing performance
Through real-world use cases, hands-on exercises and best practices discussions, you’ll learn how to: Note: It is NOT necessary to have existing knowledge of
SuiteScript, SuiteFlow or other customization technologies.
• Use Account Customization projects to build and deploy customizations for internal consumption between This course is NOT focused on teaching details of individual
SuiteCloud Platform tools outside of SDF.
development, sandbox and production accounts
Prerequisites
• Use SuiteApp projects to build and deploy customizations for commercial distribution Participants should have at least three months’ experience
using NetSuite and already be familiar with NetSuite
• Validate and troubleshoot an SDF project navigation and features.
• Package up a variety of customization objects in your SDF project such as scripts, workflows, lists, fields and subtabs
• Publish and manage SDF projects including interaction with external version control systems like GIT
By the end of this course, you’ll be able to effectively use the SuiteCloud Development Framework (SDF) to support
your development needs.
Level
Intermediate
functionality while building an intranet in a demo account. Next, you will compare audit and search functions, as well
as data manipulation options.
Lectures, hands-on exercises and best practices discussions will focus on subject areas specific to the Who Should Attend
NetSuite Administrators and Partners with at least six months’
SuiteFoundation Exam, such as: experience using or implementing NetSuite.
• Setup and navigation • Item setup and basic inventory management NetSuite power users willing to learn additional areas of the
NetSuite application. Anyone interested in completing these
• Sales order processing • NetSuite Site Builder web store capabilities additional NetSuite Certifications:
• NetSuite Certified Administrator
• Data management • Managing NetSuite
• NetSuite Certified ERP Consultant
Additional topics covered during the study session will be driven by the participants’ needs and questions. • NetSuite Certified SuiteCloud Developer
By the end of this course, you’ll be able to evaluate your readiness to take the SuiteFoundation Exam and identify Prerequisites
where you might need further study. Participants should have at least six months’ experience using
NetSuite. Prior completion or the equivalent knowledge of the
View the Course Data Sheet for more details. NetSuite Essentials course is recommended.
For more information about required skill levels,
recommended courses and the certification exams, visit the
NetSuite Certification Program site.
Level
Advanced
Lectures, hands-on exercises and best practices discussions will focus on subject areas specific to the Administrator
Exam, such as: Who Should Attend
• SetUp • Roles, permissions, and audit Administrators, consultants or business analysts who want to
become NetSuite Certified Administrators.
• Custom forms • Custom records Prerequisites
Participants should have at least one year of experience
• Advanced search • Formulas in search configuring and managing a robust NetSuite implementation.
Participants should be able to perform the day-to-day tasks
• Dashboards • CSV data import
of managing the application to meet company needs. Their
• SuiteFlow • Intranet role should be to support users, and they should have
an understanding of the standard business processes,
Additional topics covered during the study session will be driven by the participants’ needs and questions. standard accounting practices, advanced features, options,
and capabilities of the product. Participants should also
By the end of this course, you’ll be able to evaluate your readiness to take the Administrator Exam and identify where complete the NetSuite recommended training courses prior
you might need further study. View the Course Data Sheet for more details. to this session to ensure they have the necessary product
knowledge. For more information about required skill levels,
recommended courses and the certification exams, visit the
NetSuite Certification Program site.
Level
Advanced
Lectures, hands-on exercises and best practices discussions will focus on subject areas specific to the ERP Consultant
Exam, such as: Who Should Attend
• NetSuite ERP: Accounting and finance capabilities Consultants, business analysts or implementation project
team members who want to become NetSuite consultants.
• NetSuite OneWorld: Subsidiary structures and global implementations
Prerequisites
• Items and Inventory: Item records and basic inventory management Participants should have the equivalent experience of
• SuiteCloud Platform: Customization, reporting and searching, and workflow engine performing five to ten medium scale, or two to three enterprise
NetSuite ERP implementations, which is roughly equivalent to
• Data Strategy: Data migration and structure
at least two years’ experience of NetSuite implementations in a
Additional topics covered during the study session will be driven by the participants’ needs and questions. consultant-related role. Participants should also complete the
NetSuite recommended training courses prior to this session
By the end of this course, you will be able to evaluate your readiness to take the ERP Consultant Exam and identify to ensure they have the necessary product knowledge. For
more information about required skill levels, recommended
where further study might be needed. courses and the certification exams, visit the NetSuite
Certification Program site.
View the Course Data Sheet for more details.