NetSuite SuiteWorld 2016 version v.008 PRE-EVENT

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16 NetSuite SuiteWorld 2016

version v.008

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Get a head start to success with SuiteWorld Pre-Event

Certification and Training!

Lead your company boldly into the future by becoming NetSuite certified, taking deep-dive training

to maximize your use of NetSuite, or concentrating your study on a specific solution during a one-day

course only available during SuiteWorld Pre-Event Training.

• Validate your skills and knowledge with SuiteFoundation Certification.

• Sharpen your administrative skills so you can manage your NetSuite account more effectively.

• Become proficient with performing finance and accounting tasks in NetSuite.

• Master reporting and searching techniques to extract critical business intelligence.

• Explore specific features and functionality to improve your NetSuite setup.

Choose from three training options:

1: CERTIFICATION PREP

+

EXAM

May 15-16

Get certified!

One and a half days of concentrated practice for the SuiteFoundation Certification Exam, plus registration for the exam.

2: TWO-DAY COURSES

+

SELF-STUDY

May 15-16

Take deep-dive training!

Two days of in-person training with hands-on exercises, plus access to a Self-Study course of your choice, so you can continue your training after SuiteWorld. CPE credits are available for most two-day courses. The Self-Study course will be provided to the Pre-Event Training attendee after SuiteWorld.

3: ONE-DAY COURSES

May 16

Focus on a special topic!

One day of concentrated, hands-on training, specifically designed to help you extend and optimize your use of NetSuite.

GET

WISE.

CERTIFICATION _COURSES2-DAY _COURSES1-DAY

Early Bird

$1,795

$895

(December 10 – February 19)

Group*

$1,795

$895

(December 10– April 29) *Four or more from the same company

Standard

$1,995

$1,095

(February 20 – April 29)

Late

$2,195

$1,195

(April 30 – May 11)

COST

Registration and payment is taken during

the conference registration process. Note

that you must be registered for SuiteWorld

to take advantage of these training courses.

Pre-Event Training registration closes

Wednesday, May 11, at 11:59 pm

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3

WHEN

Classes run Sunday and/or Monday,

May 15 – 16, from 9am to 5pm, with a

one-hour lunch break. Breakfast is served

beginning at 8am Breakfast and lunch are

included in your course registration fee.

WHERE

Training rooms are located in the San Jose

Convention Center near the Marriott Hotel.

WHAT TO BRING

A laptop computer with Wi-Fi capability.

"This was a great class.

I learned a lot of cool

new features that I will

be able to use back

in my business to

leverage our data."

SuiteWorld 2015 Pre-Event Training Attendee

1: NETSUITE CERTIFICATION, Sunday & Monday, May 15-16

NetSuite Certification: SuiteFoundation Package (Nuanced)

– NEW FOR 2016

2: TWO-DAY COURSES: Sunday & Monday, May 15-16

NetSuite, Inc. is registered with the National Association of State Boards of Accountancy (NASBA). CPE credits are available for most two-day courses.

Administration and Customization

• NetSuite: Administrator Fundamentals (Newbie)*

• SuiteFlow: Workflow Fundamentals (Nuanced)*

• SuiteFlow: Advanced Workflows (Ninja) – EXCLUSIVE FOR 2016

Finance and Accounting

• NetSuite: Finance Fundamentals (Newbie)* – NEW FOR 2016 • SuiteAnalytics: Financial Reports and Searches (Nuanced)*

Business Intelligence

• SuiteAnalytics: Reports and Searches (Nuanced)*

• SuiteAnalytics: Advanced Searches (Ninja)* *CPE credits are available.

3: ONE-DAY COURSES: Monday, May 16

These one-day courses are

only

available during SuiteWorld Pre-Event Training.

– NEW FOR 2016

• Sales Force Automation: Ensure Maximum Efficiency (Nuanced)

• Items & Costing: Set Up and Optimization for Better Control (Nuanced)

• Revenue Management: Configure NetSuite for Accounting Standards (Nuanced)

• SuiteScript 2.0 for Experienced SuiteScript Developers (Ninja) CPE credits are not available for the one-day courses.

Newbie [Beginner]

Assumes you have little to no experience using NetSuite.

Nuanced [Intermediate]

Assumes you have been using NetSuite for at least 3 months and are familiar with NetSuite navigation and terminology. To ensure you have the necessary skills, watch the Getting Started videos in the SuiteAnswers Learning Center.

Ninja [Advanced]

Assumes you have specific competencies related to the session topics. Refer to the session descriptions for the individual prerequisites.

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NetSuite Certification: SuiteFoundation Package

(Nuanced)

NEW FOR 2016

Are you ready to become NetSuite SuiteFoundation Certified? Do you want your

knowledge validated and recognized? Participate in this “ask-the-experts” study

session, and then take the required exam!

The NetSuite Certification: SuiteFoundation Package includes a full day of facilitated study and registration for the

SuiteFoundation certification exam. On the first day, you brush up your NetSuite knowledge by participating in a group study session. Our experts will guide the session by reviewing key subject areas and use cases while answering your questions about NetSuite features and capabilities. During the morning of the second day, we will review concepts discussed during the previous day, and then you will take the SuiteFoundation Exam during a proctored session in the afternoon. If you pass the exam, you will become SuiteFoundation Certified!

The instructors will provide lecture, study materials, and hands-on exercises to be completed in a NetSuite demo account. Topics covered during the study session will be driven by the participants’ needs and questions, and will focus on subject areas specific to the SuiteFoundation Exam such as:

• Features and standard modules (i.e., ERP and CRM) • Company and user preferences

• Relationship of users, roles, and permissions • Customization options for the user interface • Dashboards, reports, and searches

• Standard record types and how they are structured • NetSuite product release process

Attending the study session does not guarantee that participants will pass the certification exam. Test results will be available immediately, so if you pass, you will be able to promote your certification status during SuiteWorld!

Who Should Attend

• NetSuite Administrators with 6 months experience with the NetSuite product

• NetSuite Power Users willing to learn additional areas of NetSuite • NetSuite Partners and anyone interested in completing additional

NetSuite Certifications:

· NetSuite Certified Administrator

· NetSuite Certified ERP Consultant

· NetSuite Certified SuiteCloud Developer

Prerequisites

The candidate should be able to work within the NetSuite product and possess a basic understanding of the concepts and features covered in the NetSuite Essentials course.

For more information about required skill levels, recommended courses and the certification exams, visit the NetSuite Certification Program site.

"Great curriculum,

useful and practical

exercises which can

be used right away."

PRE

-

EVENT

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ADMINISTRATION AND CUSTOMIZATION

NetSuite: Administrator Fundamentals

(Newbie) 12 CPE Credits

Are you a newly-hired administrator who needs to quickly learn how to manage

an existing NetSuite implementation? Or perhaps you are a mostly self-taught

administrator who 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 foundational knowledge needed to tailor, maintain, and optimize NetSuite for users’ business needs.

The course begins with a high-level review of NetSuite capabilities and then turns to on-going setup, configuration and customization tasks that are part of an administrator’s responsibilities.

Through a case study, use cases, hands-on exercises, and best practices discussions, you will learn how to:

• Describe the general structure of the NetSuite data model.

• 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 and troubleshoot with reports and searches.

• Import data and ensure data integrity in your NetSuite account.

• Expand NetSuite by taking advantage of SuiteApps.

• Consider 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.

New and experienced system administrators who are responsible for the ongoing maintenance and optimization of their

organization’s NetSuite deployment.

Prerequisites

Course participants should 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.

"Very in-depth and

informative for this

new user."

TWO

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DAY

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SuiteFlow: Workflow Fundamentals

(Nuanced) 12 CPE Credits

Business Process Heroes Wanted!

Are you a NetSuite Administrator or manager looking to streamline your organization’s

business processes, but don’t know where to start? Is IT called to save the day by

building and managing the very business processes that you own? SuiteFlow puts

the power of business process automation in the hands of those who understand

business processes the most…you!

SuiteFlow: Workflow Fundamentals provides you with the foundational knowledge and skills necessary to build efficient business processes using SuiteFlow, NetSuite’s point-and-click business process automation tool. Using SuiteFlow, administrators and managers can build and maintain their business process workflows without writing a single line of code or understanding complex programming jargon.

This intermediate-level course examines key features and best practices for building custom workflows, such as automating approval routing, performing form-level data validations, sending notification emails, creating related records, and more. Through real-world use cases and hands-on exercises, you will learn how to:

• Add field and form-level validations while performing data entry

• Dynamically change form data based on data entry

• Control the display of form data based on whether a form is in edit mode, view mode, or print mode

• Send email notifications

• Automate the creation of tasks, phone calls, and other record types

• Automatically direct an end user to a different page/record within NetSuite

• Generate approval routing workflows with both single and multiple approvers

• Process approval buttons such as Approve and Reject

• Manage approval status

• Support role-based business processes

If you can visualize it, you can build it using SuiteFlow. Are you ready to become a business process hero? View the course data sheet for more details.

NetSuite Administrators, managers, and other non-technical users looking for an introduction to the basic functionality of SuiteFlow. This course is also recommended for those who are pursuing NetSuite ERP Consultant Certification or NetSuite Administrator Certification.

Software developers who already have experience developing workflows using the skills covered in Workflow Fundamentals should take the SuiteFlow: Advanced Workflows course.

Prerequisites

Course participants should be familiar with NetSuite navigation and general administration tasks. Prior attendance in NetSuite Essentials

or SuiteCloud: Exploring the NetSuite Platform is recommended. To learn more about NetSuite navigation and performing common administrative tasks, view the Getting Started training videos available on SuiteAnswers, or register for the five-day NetSuite Essentials course or the two-day or SuiteCloud: Exploring the NetSuite Platform course.

"Value for the money!

The instructor was

excellent!"

TWO

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DAY

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SuiteFlow: Advanced Workflows

(Ninja)

EXCLUSIVE FOR SUITEWORLD 2016

Are you ready to take your business processes to the next level?

In this two-day, accelerated version of the three-day SuiteFlow: Workflows for Developers course, you will learn the skills necessary to build more complex business processes using NetSuite’s point-and-click business process automation tool— SuiteFlow.

Geared towards the experienced technical NetSuite user, this course will introduce you to many of SuiteFlow’s advanced capabilities supporting more complex use cases, such as approval workflows supporting both sequential and multiple approvals, configuring service-level agreements and lead nurturing campaigns, processing multiple workflows in parallel using sub-workflows, using Saved Searches in action and transition conditions, altering workflow processing based on changes to related records, and extending the power of SuiteFlow using formulas and SuiteScript.

Course participants will apply the knowledge and skills learned throughout this course by completing several hands-on exercises that guide them through the implementation of real-world business requirements and common use cases. By the end of this course, you will be able to:

• Incorporate modular workflow design principles to reduce workflow complexity

• Create approval processing workflows with sequential and multiple approvals

• Configure basic Service-level Agreements using scheduled actions and transitions

• Conditionally transition workflows and execute actions based on Saved Search results

• Alter the state of a workflow based on changes to data in related records

• Configure business processes that run in parallel using sub-workflows

• Embed SQL and SuiteScript formulas in conditions to support more complex business rules

• Configure Workflow Action Scripts to support custom actions

• Execute workflows in different contexts, such as User Event Scripts, Suitelets, and Mass Updates

This course is geared towards experienced administrators, software developers, and other technical users who are looking to enhance their existing SuiteFlow knowledge and skills to support more technically complex business processes and use cases in NetSuite. Non-technical users should attend SuiteFlow: Workflow Fundamentals. If you have already attended SuiteFlow: Workflows for Developers, you do not need to take this course unless you would like to brush up your skills

Prerequisites

Course participants should be experienced with NetSuite navigation, general administration tasks, and building Saved Search criteria using expressions.

Participants should also have an understanding of business process mapping and decision branching, event-based programming, and object-oriented software development principles.

"This was a great class.

in my business to

leverage our data."

TWO

-

DAY

(10)

10

FINANCE AND ACCOUNTING

NetSuite: Finance Fundamentals

(Newbie)

NEW FOR 2016

12 CPE Credits

Do you want to learn how to use NetSuite’s comprehensive financial management

capabilities to go beyond traditional accounting? Become a pro at obtaining complete,

real-time visibility into the financial performance of your business!

NetSuite: Finance Fundamentals introduces key day-to-day, monthly, quarterly, and yearly activities for performing finance and accounting tasks in NetSuite. The course begins by examining transactions associated with selling and purchasing goods and services, how those transactions flow through your business processes and ultimately into your financial reports. Next you will explore general ledger features such as classifications, working with journal entries, budgeting and expense allocations. The course concludes by closing the books for period/quarter/year end and teaching you how to tailor your Home Dashboard to quickly access business intelligence and manage activities.

Through case studies, hands-on exercises, and best practices discussions, you will learn how to:

• Manage customer relationships to ensure my company is paid the money owed for providing goods or services?

• Manage vendor relationships to ensure my company reflects the debts owed for receiving goods or services?

• Identify and use General Ledger functionality?

• Create Saved Searches to access and dynamically display key data?

• Apply custom formatting to Financial Statements so data is presented in a way that makes more sense for my organization?

• Setup and use Multiple Budgets so that I can plan my future income and expenditure, then track how I am doing against the plan?

View the course data sheet for more details. Who Should Attend

Finance and accounting professionals who are new to using NetSuite and are responsible for accounting, budgeting, billing, and preparing financial reports.

Prerequisites

Course participants should understand basic accounting concepts and terminology.

Course participants should 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.

"The instructor

kept me engaged

throughout the entire

class and was very

knowledgeable. I'm

excited to get back to

work to start working

on everything I learned!"

TWO

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DAY

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FINANCE AND ACCOUNTING

SuiteAnalytics: Financial Reports and Searches

(Nuanced)

12 CPE Credits

Want to give your CFO and CEO another reason to love your work? Learn how to

access and analyze your finance and accounting data to better inform and influence

your company’s success!

SuiteAnalytics: Financial Reports and Searches will help you use and customize NetSuite reports, financial statements, searches and KPIs to unlock your financial data to diagnose issues on the fly or drill-down to customer, employee or transactional details for more comprehensive analysis to help you and your management team make informed decisions. Through interactive teaching and hands-on exercises in a provided demo account, you learn how to:

• Include budget details and extra fields in financial statements

• Use formulas in reports and searches to get in-depth financial analyses

• Apply custom formatting to financial statements

• Create saved searches to access and dynamically display key data

• Apply expressions, functions and basic SQL formulas to searches for more complex analysis

• Set up financial dashboards and display real-time accounting data View the course data sheet for more details.

CFOs, CPAs, accountants, controllers, financial managers and bookkeepers.

Prerequisites

"Great course

documentation

and corresponding

lecture. The course

was extremely well

organized and well

thought out, including

solutions and efficient

ways to move the

class along and show

different user roles."

TWO

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DAY

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12

BUSINESS INTELLIGENCE

SuiteAnalytics: Reports and Searches

(Nuanced)

12 CPE Credits

Why guess? Master the use of reports and searches so you can get the intelligence

you need to run your business!

SuiteAnalytics: Reports and Searches will help you turn your data into knowledge and your knowledge into business strategies that take you where you want to go. Learn how to obtain actionable analysis, enforce business processes and get real-time views into company data across sales, marketing, service and fulfillment.

Through interactive teaching and hands-on exercises in a provided demo account, you study how to create role-specific reports, saved searches and KPIs so you can empower all users with the key reports, information and measures they need to be successful.

By the end of this course, you will be able to:

• Customize reports to meet specific user requirements

• Display real-time data to track key metrics and spot trends

• Create searches to access and dynamically display key data

• Apply expressions, functions and basic SQL formulas for more complex analysis

• Create custom KPIs to display critical data in easy-to-read charts and graphs

• Create personalized dashboards rich with tools to analyze operational performance View the course data sheet for more details.

NetSuite Administrators, managers, and users who need to create reports and searches. Finance and accounting users who need to create and customize financial reports should take the SuiteAnalytics: Financial Reports and Searches course.

Prerequisites

"The interactive

exercises done in

class were very helpful,

these kept all students

engaged throughout

all topics"

TWO

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DAY

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BUSINESS INTELLIGENCE

SuiteAnalytics: Advanced Searches

(Ninja)

12 CPE Credits

Want to take your abilities to the next level? Acquire the final set of skills you need to

create complex saved searches that effectively mine your NetSuite data for better

business intelligence!

SuiteAnalytics: Advanced Searches will help you dig deep into your data. You will learn to apply advanced saved search functionality to build searches that include complex parenthetical expressions, joins to access data, and functions and summary types to format date and numeric values. Taking your skills even further, you will also learn how to incorporate formulas and SQL functions to translate values, calculate dates and numbers, generate matrix-style output, format dates and numbers, render results with embedded HTML, apply complex criteria and more.

Through demonstrations, hands-on exercises and real-life use cases you study how to:

• Enhance search criteria by incorporating parenthetical expressions

• Use ‘Main Line is False’ in searches

• Use joins in searches to access other data elements

• Change the sorting behavior of maximum and minimum search values

• Work with column labels by adding HTML tags and line breaks

• Perform basic computations between two or more NetSuite fields

• Return list/record fields as hyperlinks to easily navigate to other records via the search results

• Make best use of many Oracle SQL functions: CASE, DECODE, TO_CHAR, UPPER, INSTR, SUBSTR, TO_NUMBER, NVL, NULLIF, ROUND, FLOOR, LAST_DAY, ADD_MONTHS, REGEXP_LIKE, RANK, DENSE_RANK, COUNT, AVG, MEDIAN and others

View the course data sheet for more details. _{Who Should Attend}

NetSuite administrators, super users, managers, business analysts and software developers responsible for data analysis through saved searches.

Prerequisites

Participants should be familiar with creating saved searches in NetSuite. Prior attendance in either SuiteAnalytics: Financial Reports and Searches or SuiteAnalytics: Reports and Searches is recommended. Experience with HTML and SQL is helpful but not required.

"I have been using

NetSuite for several

years and this class

was very helpful and

added value."

TWO

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DAY

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15

Sales Force Automation: Ensure Maximum Efficiency

(Nuanced)

EXCLUSIVE FOR SUITEWORLD 2016

Are you responsible for your organization’s Sales operations? Learn how to use

NetSuite’s Sales Force Automation solution to improve your efficiency, operations,

and sales activities!

Sales Force Automation: Ensure Maximum Efficiency introduces you to the essential concepts of NetSuite Sales Force Automation (SFA) features and capabilities, and then teaches you the critical skills needed to setup, plan, and execute sales operations in NetSuite.

The course begins with a “big picture” overview and demonstrations of core functionality and capabilities to introduce you to NetSuite SFA and Customer Relationship Management (CRM). Then you will examine the overall process workflows, become familiar with NetSuite terminology, and take a “deep dive” into the application configuration, exploring specific functionality.

Through case studies, hands-on exercises, and leading practices discussions, you will learn how to:

• Set up SFA and CRM options in NetSuite to optimize efficiency and reporting functionality

• Create and manage Sales Rules and Territories

• Set up Online Lead Forms to bring new leads directly into NetSuite

• Create CSV import mapping to make lead import easy and quick

• Understand the relationship and flow of Opportunities, Estimates, Sales Orders, Cash Sales and Invoices and how these feed into the sales reports.

• Review the Forecasting and Pipeline setup and functionality, and impact of setup on the associated reports

• Create Email campaigns so that Sales Reps can target their Customers directly

• Design Sales Manager and Sales Rep dashboards to facilitate daily tasks

• Review key Sales and CRM activity reports to gain deeper understanding of your business

NetSuite Administrators, sales operations managers, and sales managers.

Prerequisites

Participants should have significant sales background knowledge and some experience operating SFA and CRM processes within NetSuite.

Prior completion or the equivalent knowledge of NetSuite Essentials

is recommended.

ONE

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DAY

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Items & Costing: Set Up and Optimization for Better Control

(Nuanced)

EXCLUSIVE FOR SUITEWORLD 2016

Does your company manage and cost inventory items? If so, this course is key to your

company’s success!

Items & Costing: Set Up and Optimization for Better Control explains the “ins and outs” of inventory items and item costing in NetSuite. This intensive one-day course introduces you to the essential concepts of NetSuite inventory items and item costing methods, and then teaches you the critical skills needed to track the total value of your assets, so you can calculate your profits more accurately.

• Choose which items are most appropriate for your products and Maintenance, Repair and Operations (MRO)

• Distinguish the various Item Types and when to use each based on your needs

• Identify the key attributes to consider when setting up your items

• Select the most appropriate Costing Method for various item uses

• Describe how Inventory Costing calculates item costs

• Identify transactions and fields that affect item costing

• Use the Costing Status in Saved Searches

By the end of this course, you will know how the NetSuite costing engine works with various costing methods and inventory item types. You will also be able to explain the similarities and differences between items, assemblies, kits and groups and how average, group average, standard, LIFO, FIFO, Lot, and Serialized costing works with each inventory item type.

NetSuite Administrators, CFOs, AP/AR clerks, accountants, engineers, production managers, and sales operations managers.

Prerequisites

is recommended.

ONE

-

DAY

(17)

17

Revenue Management: Configure NetSuite for Accounting Standards

(Nuanced)

EXCLUSIVE FOR SUITEWORLD 2016

Are you are responsible for your organization’s revenue recognition processes? Learn

how to use NetSuite’s Advanced Revenue Management solution to increase efficiency

around managing and reporting on the single most critical (and oftentimes complex)

financial metric – revenue.

Revenue Management: Configuring NetSuite for Accounting Standards introduces you to the essential concepts of NetSuite Advanced Revenue Management features and capabilities, and then teaches you the critical skills needed to setup, transact, and report on your company’s recognized and forecasted revenue (against current and future accounting standards). The course begins with a “big picture” overview and walkthroughs of core objects and capabilities to introduce you to the building blocks and terminology of NetSuite Advanced Revenue Management. Then you will examine the process workflows through a series of use cases that start with simple examples and then increase in complexity.

• Set up Revenue Rules and Items

· Simple ratable recognition

· Simple project progress recognition

· Adherence to ASC 605

· Adherence to ASC 606

• Create Revenue Arrangements and Elements

• Leverage appropriate triggers for the creation of Revenue Plans

• Leverage the flexibility of Revenue Rules in determining the start and duration of Revenue Plans

• Adjust in flight Revenue Plans

• Manage revenue allocations

• Manage reclassification of Deferred Revenue to Unbilled Receivables

• Manage foreign currency exchange gains / losses

• Merge Revenue Arrangements (“linked orders”)

NetSuite Administrators, controllers, and revenue managers

Prerequisites

Participants should have a solid understanding of Revenue Recognition (from an Accounting perspective – it is not necessary to have NetSuite Revenue Recognition product experience).

is recommended.

ONE

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DAY

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18

ONE

-

DAY

PRE-EVENT TRAINING

SuiteScript 2.0 for Experienced SuiteScript Developers

(Ninja)

EXCLUSIVE FOR SUITEWORLD 2016

Are you an experienced SuiteScript 1.0 developer looking to transition to writing scripts

using the new SuiteScript 2.0 syntax? If you answered “yes”, this is the course for you!

During this intensive one-day course, you will learn to apply your existing knowledge of User Event, Client, Suitelet, and other script types, so you can write those scripts in the new SuiteScript 2.0 syntax. Through a series of use cases and hands-on exercises, you will reinforce concepts around the script architecture and syntax of SuiteScript 2.0. Along the way, you will also gain an understanding of new script types such as Map/Reduce and new APIs like the Promise API. By the end of this course, you will be able to:

• Create scripts in SuiteScript 2.0 syntax

• Manually convert 1.0 scripts to 2.0 scripts

• Work with SuiteScript 2.0 Global Objects

• Incorporate a variety of SuiteScript 2.0 Modules

• Interact with the SuiteScript 2.0 Promise APIs

Software developers who are experienced writing 1.0 scripts.

Prerequisites

Participants should have a solid understanding of SuiteScript 1.0. Prior completion or the equivalent knowledge of SuiteScript: Extend NetSuite with JavaScript is recommended.

Participants should have the SuiteCloud IDE pre-installed on their laptop computers.

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NetSuite SuiteWorld 2016 version v.008 PRE-EVENT

16