Syllabus
DataOngoing will offer classes that help teach introduction level workflows to multiple students. They will use their team of proficient trainers to help you advance your career in NetSuite technology. We will provide four sections of the class which include an introduction to Workflows, how to build a workflow, how to test it, and the complexities that may arise when creating a workflow. We aim to provide you the tools to make your business more streamlined than it already is by offering you our class, to help you succeed.
Introduction
The first section of our class will focus on giving you the basic understanding of what NetSuite Workflows are. It will introduce the fundamental concepts of building workflows and then will move on to help expand your skill set by examining NetSuite Workflows and its capabilities. It will help you fully understand what Workflows can do for you and even bring on new skills that you will need in the future, through this part of the course you will apply the knowledge and skills we teach you through hands-on learning and how it will specifically work for your company.
Building a Workflow
The first section of our class will focus on giving you the basic understanding of what NetSuite Workflows are. It will introduce the fundamental concepts of building workflows and then will move on to help expand your skill set by examining NetSuite Workflows and its capabilities. It will help you fully understand what Workflows can do for you and even bring on new skills that you will need in the future, through this part of the course you will apply the knowledge and skills we teach you through hands-on learning and how it will specifically work for your company.
Testing
This section of the class will allow you the knowledge to be able to test workflows and how to set it up. You will need to know how to do this, so you are able to make sure it all runs smoothly before it is sent out to the users. This section will include how to log and set the release status, test conditions, test actions and transitions, test buttons, along with more tests you can run to help test and perfect the workflow process. We will show you how to work through the problems that might come up and what you can do to overcome them.
Complexities
During your time in creating a NetSuite workflow, there might be difficulties and parts that are hard to understand on your own. We will introduce ways to overcome these challenges and provide solutions before the problem even happens. We are certain that we can help give you tips and information on how to overcome these complexities. DataOngoing is here to help teach you the best process for your business.
Saved Searches and Joins
This topic of our session would include teaching you exactly what a saved search is. A saved search in NetSuite is classified as a request for information. In NetSuite you can search through many records by giving the specific criteria and results that are best suited for you. We will teach you how to create a saved search, where to find it, and how to use it, all through this topic. This topic can be especially useful to use and know because it gives you the ability to perform the same search later without reentering everything in. We will also teach what NetSuite Joins is and how it can be used. There are many different types of Joins, but we will teach you the most used and important ones. This will include showing you how to make the SQL and the commands it involves.
Custom Reports
In this topic of our course, we will show you how using custom reports can save you time and energy. We will be able to show you how to customize your current reports by adding in parts to organize your data. You will be able to make a report that caters to your needs and wants. By learning how to use custom reports you will be able to learn which data source to use, how often to run the report, along with the delivery and format of it. You will learn about the dimensions and metrics, and how to create, edit and share the custom reports all within this topic.
Financial Statement Builder
DataOngoing will teach you how to produce many financial statements, standard reports, and how to format to meet your specific requirements. We will show you how to build many financial statements that will allow you to manage your company’s finances on your own. Specifically, we will be showing both cash, and accrual financial statement builders. These are two of the most important ones to know and we will have many examples and ways to make building and using these easier.
When to get a developer
DataOngoing will provide you with the most top tier knowledge on NetSuite basics, answer your questions, and give easy tips and tricks along the way. However, hiring a NetSuite developer can help keep both you and your company on track. They can help review your systems, provide you with support if you come across any uncertainties, plan and help you figure out beneficial strategies, along with many other helpful tips. NetSuite can become very complex or sometimes unfamiliar, with a developer by your side you’ll be sure to stay on track and have success with all of your NetSuite applications.