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Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
To help you get the most out of your 2025.1 Release Preview account, review the topics outlined in the Release Preview Guide.
Set up Accounts for consolidated revenue reporting
*Our main need to is be able to report on revenue by all related company accounts.
We are currently using parent/child hierarchy to group accounts for revenue reporting. Unfortunately, the process to add/update parents and children is tedious and very manual (activate parent, go to child, add parent, go back to parent, deactivate parent). Do any of you use a better process?
When we used Salesforce, we had a custom object called Consolidated Name which anyone could look up and assign to account in a very simple, one step process. This also allowed people to go to the Consoldiated Name table and see all the accounts associated with that Consolidated Name.
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