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  • How-to with Woo: Triggering a Workflow in NetSuite via Inline Edit

    I recently had a colleague bring up an interesting scenario that I wanted to share this month. His client had an existing NetSuite workflow (Suiteflow) that updated or set field values on that particular record when the record was saved when a dependent field was set. Basically, they have a single field that initially is…

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  • How-to with Woo: Payment Links on NetSuite Invoices

    In speaking with clients about improving their Order to Cash processes, I have a common message for all of them: “Make it easy to bill your clients and make it easy for them to pay you” Making it easy to do business is a general principle that organizations should use to guide them when looking…

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  • WIP: Work in Progress in Project Accounting for NetSuite

    If your organization is either on its NetSuite journey or beginning to evaluate ERP solutions, learn how NetSuite and Plative can help your organization with Work in Progress (WIP) or Construction in Progress (CIP) Accounting.  Your team may have a project or installation component where you need to track project billing, tasks/milestones, work breakdown structure…

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  • How-to with Woo: Dynamic Allocations in NetSuite

    Expense Allocations using Dynamic Weights  At one point or another, every NetSuite customer faces a situation where the need arises to allocate expenses, or any account type, in their GL either as a restate or populating missing financial segments like Department or Class.  For the most part, people reach for a standard journal and perform…

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