LCS Live Events

Catalog

2024

1
 Table of Contents

TABLE OF CONTENTS
Administration Revisited Series ................................................................................................................................... 3
Workbooks – Series ..................................................................................................................................................... 4
Advanced Financial Analytics Topics............................................................................................................................ 4
Advanced PDFs – Series ............................................................................................................................................... 5
Saved Searches – Series ............................................................................................................................................... 6
Basic Usability Topics ................................................................................................................................................... 7
CSV Imports Topics ...................................................................................................................................................... 7
Day In The Life.............................................................................................................................................................. 9
Intercompany Topics ................................................................................................................................................. 10
Mobile App for End Users .......................................................................................................................................... 11
Materials Resource Planning (MRP) Quick Start........................................................................................................ 12
NetSuite Analytics Warehouse (NSAW) ..................................................................................................................... 13
NetSuite Planning and Budgeting (NSPB) .................................................................................................................. 14
OpenAir Reporting Topics .......................................................................................................................................... 15
Period-End Close Topics............................................................................................................................................. 16
QuickBooks Topics ..................................................................................................................................................... 17
Reporting Topics ........................................................................................................................................................ 18
Short & Suite Dashboards .......................................................................................................................................... 19
Social Impact Topics ................................................................................................................................................... 19
Starter Spotlight Topics.............................................................................................................................................. 21
SuiteBuilder Topics .................................................................................................................................................... 21
SuiteFlow Basics (PAUSED) ........................................................................................................................................ 22
User Adoption Topics ................................................................................................................................................. 23
Workforce Management Topics ................................................................................................................................ 24
Advanced Inventory ................................................................................................................................................... 25
Admin Fundamentals Series ...................................................................................................................................... 27

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 Administration Revisited Series
Series Description: Are you looking for a refresher on NetSuite's Administrator
Fundamentals? The Administrator Forum reviews everyday tasks in the life of a NetSuite
administrator.

Schedule: Each Thursday at 8 AM PT for 60 min.

To view all occurrences of this topic, search for keyword ADMREV.

Click here to view current Live Event offerings in MyLearn

Events

Event 1: Roles Reviewing Roles, their customization, and relationships. We will look at 90 minutes
and Permissions the connection with dashboard visibility and data access.

Event 2: Custom We review the role of Administrators with the configuration of prebuilt,
90 minutes
Dashboard assignable dashboards. We will examine the relationship between
Production dashboards and roles.

Event 3: We review the process of expanding NetSuite’s features so your

Expanding organization can use additional functionality that was not enabled or 90 minutes
Application configured at implementation. Review the program update process and
Functionality explore SuiteApps.

Event 4: We review the role of Administrators with the handling of duplicate

90 minutes
Managing Data data records, updating large amounts of data, and editing results of
Integrity Saved Searches.

Event 5:
Reviewing the many ways that NetSuite empowers Administrators to 90 minutes
Auditing &
audit and review their system’s function and performance.
Security

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 Workbooks – Series
Series Description: This series provides overviews and demos of Datasets and
Visualizations.

Schedule: Each Wednesday at 9 AM PT for 60 min.

First Wed: Advanced Workbooks
Second Wed: Datasets and Workbooks for Beginners
Third Wed: Deeper Dive into Datasets

To view all occurrences of this series, search for keyword ADVSEA.

Click here to view current Live Event offerings in MyLearn

Events

Event 1: From
60 minutes
Datasets to Non-financial Workbooks
Visualizations

Event 2: From
60 minutes
Datasets to Warehouse Samples
Visualizations

Event 3: From
60 minutes
Datasets to Year-end Roundup
Visualizations

Advanced Financial Analytics Topics

Series Description: Repeating series using SuiteAnalytics to provide data for financial use
cases.

Schedule: Every second Wednesday at 10:30 AM PT for up to 60 min.

To view all occurrences of this series, search for keyword FINCA.

Click here to view current Live Event offerings in MyLearn

4
Events

Event 1: Each session, we will look at one of the three key analytic tools—
60 minutes
Financial reports, searches, workbooks—and discuss ways to use them as audit
Analytics resources.

Event 2: Each session, we will look at one of the three key analytics tools—
60 minutes
Financial reports, searches, workbooks—and discuss ways to use them as audit
Analytics resources.

Advanced PDFs – Series

Series Description: The Advanced PDF Series is a set of sessions, each covering a different
aspect of NetSuite's printing and PDF creation capabilities.

Schedule: Every second Thursday at 9 AM PT for up to 60 min.

To view all published sessions of this series, please search for keyword ADVPDF.

Click here to view current Live Event offerings in MyLearn

Events

Event 1:
How to add NetSuite fields to your PDF/HTML templates. 60 minutes
Adding Fields

Event 2:
Header and Control headers and footers on your Advanced PDF Templates. 60 minutes
Footer Design

Event 3:
Formatting
How to format and align elements within Advanced PDF Templates. 60 minutes
Design
Elements

Event 4: Code
Editor – Editing fields using the Source Code Editor. 60 minutes
Editing Fields

Event 5:
Advanced
PDFs: Code Editing sublist fields using the HTML Code Editor. 60 minutes
Editor – Sublist
Formatting

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Event 6:
Introduction to
Advanced PDF Learn about the capabilities of NetSuite Advanced PDF Templates. 60 minutes
HTML
Templates

Event 7:
Intro to the
Edit PDF/HTML templates using the Graphical Editor. 60 minutes
Graphical
Editor

Event 8:
Graphical
Learn about the capabilities of NetSuite Advanced PDF Templates. 60 minutes
Editor Best
Practices

Saved Searches – Series

Series Description: This is a monthly repeating webinar to teach basic skills in Saved
Searches.

Schedule: Each Wednesday at 8 AM PT for 60 min.

1st Wed: Searches for Beginners
2nd Wed: Transaction Searches for Beginners
3rd Wed: Summary Searches and KPIs
4th Wed: Advanced Searches

To view all occurrences of this series, search for keyword SEABGN.

Click here to view current Live Event offerings in MyLearn

Events

Event 1: Conditional logic functions add flexibility to your Saved Searches by

60 minutes
Conditional displaying information that meets specified criteria.
Logic Functions

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 Basic Usability Topics
Series Description: Ready to work faster and more efficiently in NetSuite? Ready to learn
how you can make NetSuite more your own?

Join this LCS Live session to hear from LCS subject matters experts and learn about all
things everyone needs to know about NetSuite!

You’ll leave this webinar with new tricks that have your colleagues thinking you’re a
NetSuite Pro!

Schedule: Every second Wednesday at 10 AM PT for up to 60 min.

To view all occurrences of this topic, search for keyword BUB.

Click here to view current Live Event offerings in MyLearn

Events

Ready to work faster and more efficiently in NetSuite? Are you ready to
learn how you can make NetSuite more your own?

Event: What Join this LCS Live session to hear from LCS subject matters experts and
Everyone Needs learn about NetSuite features and capabilities that everyone should 45 minutes
to Know About know!
NetSuite
You’ll leave this webinar with new tricks to have your colleagues
thinking you’re a NetSuite Pro!

CSV Imports Topics

Series Description: This series covers best practices, use cases, and tips and tricks for
importing a variety of record types using NetSuite’s CSV Import tool.

Supporting eLearning: Data Import Using CSV eLearning Tutorial

Schedule: Every Thursday at 8 AM PT to discuss best practices for 60 min.

To view all occurrences of this series, search for keyword CSVIP.

Click here to view current Live Event offerings in MyLearn

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Events

Event 1: Data
Import Using
This webinar will introduce you to data migration best practices within
CSV: Data 60 minutes
NetSuite as you embark on your implementation journey.
Migration Best
Practices Part 1

Event 2: Data
Import Using
CSV: Data This webinar will continue the discussion of data migration best practices
60 minutes
Migration Best within NetSuite as you embark on the implementation journey.
Practices Part
2

Event 3: Data
Import Using
Clean data is key to successful imports. In this session, find out how you
CSV: Scrub 60 minutes
can use Excel to aid your data scrubbing efforts.
Data Using
Excel

Event 4: Data
Import Using
Learn the key skills in adding to and maintaining your Chart of Accounts
CSV: Import 60 minutes
in NetSuite using data import.
the Chart of
Accounts

Event 5: Data
Import Using Learn how to import Item Records using the CSV Import Tool in NetSuite. 60 minutes
CSV: Import
Item Records

Event 6: Data
Import Using
Learn how to update and maintain Item Pricing using the CSV Import
CSV: Update 60 minutes
Tool in NetSuite.
Item Pricing
Information

Event 7: Data
Import Using
Learn how to import Journals using the CSV Import Tool in NetSuite. 60 minutes
CSV: Import
Journal Entries

Event 8: Data
Import Using Learn how to import Transaction Records using the CSV Import Tool in
60 minutes
CSV: Import NetSuite.
Transactions

Event 9: Data
Learn how to extract data from NetSuite and perform import updates,
Import Using
including transaction-line item updates along with some best practices to 60 minutes
CSV: Update
reduce errors and drive efficiency.
Transactions

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 Day In The Life
Series Description: Day In The Life is a 12-week repeating webinar that supplements your
eLearning of the basic ERP processes, such as procure-to-pay, order-to-cash, and item
management. Day in the Life emphasizes tips and tricks when using NetSuite to manage
your business.

Schedule: Each Thursday of the month at 9 AM PT for 60 min.

To view all occurrences of this topic, search for keyword DITL.

Click here to view current Live Event offerings in MyLearn

Events

Vendors are a required part of the A/P process, but are you taking full
Event 1: advantage of vendor capabilities in NetSuite? Drive continuity, control
60 minutes
Vendors AP, streamline your vendor relationships, and power up your reporting
using the Vendor Record and Dashboard.

Manage your items for use on sales orders, purchase orders, and many
Event 2: Item
other transactions. Join this session to learn how different item types 60 minutes
Records
affect your inventory

Event 3: Ready to get more insight into what you order and when? Get greater
Purchase control and visibility into the procurement process using Purchase 60 minutes
Orders Orders.

Event 4: Keep track of what you've ordered and manage items being delivered to
60 minutes
Receiving you.

Event 5:
We all need to pay what we owe. Learn about your options to optimize
Vendor Bills 60 minutes
the bill payment process for the way you do business.
and Payments

Event 6: Whether you are reimbursed for an unsatisfactory product or the

Vendor Credits recipient of a vendor promotion, learn how to record returns and credits 60 minutes
and Returns in NetSuite and put that money back in your pocket.

Creating a customer is not a difficult task. But are you taking advantage
Event 7:
of all the features the Customer Record has to offer? Join us to learn how
Customer 60 minutes
to configure your customers to facilitate order entry, control receivables,
Record
and maximize reporting capabilities.

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Event 8: Sales Learn a trick or two about entering Sales Orders more efficiently while
60 minutes
Order Entry gaining knowledge on general order management features.

Event 9: Manage the different stages of fulfillment through picking, packing, and
60 minutes
Fulfillment shipping.

Event 10: Explore native, yet often overlooked or misunderstood, Accounts

60 minutes
Invoicing Receivable features.

Event 11:
Customer Manage the different stages of fulfillment through picking, packing, and
60 minutes
Credits and shipping.
Returns

Event 12:
Explore native, yet often overlooked or misunderstood, Inventory
Inventory 60 minutes
Management features.
Management

Intercompany Topics
Series Description: In this session, we will review the basics of Intercompany Transactions
in NetSuite.

Schedule: Every Thursday at 8 AM PT for 60 min.

To view the repeat sessions of this webinar, search for keyword ITCP.

Click here to view current Live Event offerings in MyLearn

Events

Event:
NetSuite has many features that allow you to manage Intercompany 45 minutes
Intercompany
Transactions.
101

10
 Mobile App for End Users
Series Description: Chad and gang dive into the NetSuite mobile app and cover all the bells
and whistles you need to know to be productive on the go.

Schedule: Every Tuesday at 10:30 AM PT for 60 min.

To view all occurrences of this series, search for keyword MAEND.

Click here to view current Live Event offerings in MyLearn

Events

Event 1: Basic
60 minutes
Usability

Event 2: Entering
60 minutes
Expenses

Event 3: Tracking
60 minutes
Your Time

Event 4:
Personalizing 60 minutes
Your Dashboards

Event 5:
Managing Your 60 minutes
Calendar

Event 6:
Managing 60 minutes
Records

Event 7:
Managing 60 minutes
Sublists

Event 8: Tracking
Calls with Phone 60 minutes
Call??

Event 9: Viewing
60 minutes
My Approvals

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Event 10:
Accessing Saved
60 minutes
Searches in the
App

Materials Resource Planning (MRP) Quick Start

Series Description: Are you looking to learn the basics of MRP? This three-part quick start
series will take you through the essentials aspects of MRP including basic setup, day-to-day
use, and an overview of additional eLearning resources available to you.

Schedule: Each Monday at 9 AM PT for 60 min.

To view the repeat sessions of this webinar, search for keyword MRPQS.

Click here to view current Live Event offerings in MyLearn

Events

Part 1 of the Quick Start Series focuses on the basic setup required to
Event 1: MRP get moving with MRP and the process of running MRP day to day.
Quick Start Part You'll learn how to activate the MRP feature and perform the basic 60 minutes
1 setup necessary to start planning, as well as the general steps needed
to create, review, and execute plans.

Part 2 will start exactly where part 1 ends, so it's important to register
Event 2: MRP
for both sessions! In part 2 of the series, we focus on using the
Quick Start Part 60 minutes
Workbench and the conversion of planned orders into actual
2
transactions.

The third part will start exactly where part 2 ends, so it's important to
Event 3: MRP
register for all sessions! In part 3, we dive deeper into using the
Quick Start Part 60 minutes
Workbench and the conversion of planned orders into actual
3
transactions.

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 NetSuite Analytics Warehouse (NSAW)
Series Description: This series reviews in six sessions the basic concepts of NetSuite's Data
Warehouse application.

Schedule: Every third Monday of the month at 10 AM PT for up to 60 min.

To view all occurrences of this series, search for keyword AWADM.

Click here to view current Live Event offerings in MyLearn

Events

Event 1: An introduction to the world of business intelligence. Why are

Overview of organizations flocking to this concept of reporting on a company’s
60 minutes
NetSuite Data performance? We will attempt to answer these questions and more in
Warehouse this session.

Event 2: Install
and Configure This session will introduce you to the steps of setting up your data
60 minutes
the Data warehouse. We’ll cover best practices and considerations.
Warehouse

Event 3:
Working in the So now you have a data warehouse—a NetSuite Data Warehouse. In
60 minutes
Analytics this session, we will begin working in the newly established warehouse.
Warehouse

Event 4:
Managing Your In this session we will be using all the tools that we have available to
60 minutes
Data in the create/modify your warehouse environment.
Warehouse

Event 5:
Managing Your
This session continues covering the tools that we have available to
Data in the 60 minutes
create/modify your warehouse environment.
Warehouse
(cont.)

Event 6:
This session will introduce us to the various ways we can utilize our
Reporting in the 60 minutes
reporting capabilities in NSAW.
Warehouse

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 NetSuite Planning and Budgeting (NSPB)
Series Description: This course provides a demonstration of the NetSuite Planning and
Budgeting tool.

Schedule: Every Tuesday at 8 AM PT for 60 min.

To view all occurrences of this series, search for keyword PBADM.

Click here to view current Live Event offerings in MyLearn

Events

In this session, we will give you an overview of NSPB, show you tips
Event 1: Overview,
& tricks on how to navigate and use NSPB effectively, describe the
Basic Usability, and 60 minutes
difference between NetSuite budgets and NSPB, and give you a
SmartView
high-level overview of SmartView and its benefits.

Learn advanced skills in SmartView to enter budgets within

Advanced
spreadsheet programs using a Macintosh computer and perform 60 minutes
SmartView for MAC
ad-hoc reporting and analysis.

Learn advanced skills in SmartView to enter budgets within

Advanced
spreadsheet programs using a PC computer and perform ad-hoc 60 minutes
SmartView for PC
reporting and analysis.

NetSuite Planning Learn how NSPB can help you manage your Operating Expenses
and Budgeting for Budget, make income statement and balance sheet adjustments,
60 minutes
OpEx Budget manage working capital, and view related forms and reports.
Owners

NetSuite Planning
Learn how NSPB can help you manage your workforce financial
and Budgeting for
planning and budgeting for existing employees and create budgets 60 minutes
Workforce Budget
for planned hires.
Owners

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 Learn how NSPB can give executives a top level view of their
NetSuite Planning
business through a variety of dashboards, KPIs, and variance
and Budgeting for 60 minutes
reporting options to help you assess your business and make
Executives
informed decisions.

NetSuite Planning Learn to complete administrator tasks such as period end close,
and Budgeting for updating NetSuite ERP financial structures without negatively
60 minutes
Administrators: affecting NSPB, and managing NSPB synchronization with NetSuite
Maintenance Tasks ERP.

NetSuite Planning
and Budgeting for
In this session, we will review dimensions, customizing forms, and
Administrators: 60 minutes
using the report design tool in NSPB.
Customizing Forms
and Reports

OpenAir Reporting Topics

Series Description: OpenAir's Standard Reports and Dashboard series uncovers some
helpful foundational knowledge to take your skills to the next level. This series DOES NOT
discuss NetSuite. OpenAir is a separate system that can be standalone or integrate with
NetSuite.

Schedule: Every Tuesday at 8 AM PT for 60 min.

To view all occurrences of this series, search for keyword OAREP.

Click here to view current Live Event offerings in MyLearn

15
Events

Learn more about the project management-related Standard Reports

Event 1: Working
provisioned in your OpenAir account.
with Standard
Reports for 60 minutes
This is the first of four sessions in a weekly series to supplement your
Project
knowledge and understanding of available Standard Reports and
Management
Dashboards in your OpenAir account.

Event 2: Learn more about the resource-related Standard Reports provisioned

Working with in your OpenAir account.
Standard
60 minutes
Reports for This is the second of four sessions in a weekly series to supplement
Resource your knowledge and understanding of available Standard Reports and
Management Dashboards in your OpenAir account.

Event 3: Learn more about the billing- and invoicing-related Standard Reports
Working with provisioned in your OpenAir account.
Standard
60 minutes
Reports for This is the third of four sessions in a weekly series to supplement your
Billing and knowledge and understanding of available Standard Reports and
Invoicing Dashboards in your OpenAir account.

Learn more about creating dazzling dashboards using the Standard

Event 4:
Reports provisioned in your OpenAir account.
Working with
Standard 60 minutes
This is the fourth of four sessions in a weekly series to supplement your
Reports for
knowledge and understanding of available Standard Reports and
Dashboards
Dashboards in your OpenAir account.

Period-End Close Topics

Series Description: This presentation provides the crucial elements for viewing and
building General Ledger analytics in NetSuite to help prepare for period-end close.

Schedule: Every Friday at 9 AM PT for 60 min.

To view all occurrences of this series, search for keyword PECANA.

Click here to view current Live Event offerings in MyLearn

16
Events
Event 1:
Accounts Repeated every other month. 60 minutes
Payable

Event 2:
Accounts Repeated every other month. 60 minutes
Receivable

Event 3:
Repeated every other month. 60 minutes
General Ledger

QuickBooks Topics
Series Description: QuickBooks is a repeating five-session cycle covering one topic per
week that will compare QuickBooks and NetSuite in the process areas of Accounts
Receivables, Accounts Payables, Banking, and Financials.

Schedule: Each Thursday at 8 AM PT for 60 min.

To view all occurrences of this topic, search for keyword QB.

Click here to view current Live Event offerings in MyLearn

Events

Event 1: Tips and

Explore Tips and Tricks in NetSuite that QuickBooks cannot match. 45 minutes
Tricks of NetSuite

Event 2: Accounts
Explore Accounts Receivable with us. In this webinar, we will walk you
Receivable
through the Accounts Receivable process in QuickBooks versus 45 minutes
Process (Order-
NetSuite.
to-Cash)

Event 3: Accounts Explore Accounts Payable with us. In this session, we will walk you
Payable Process through the Accounts Payable process in QuickBooks versus 45 minutes
(Procure-to-Pay) NetSuite.

17
Event 4: Banking
Explore Banking and Financials with us. In this session, we will walk
Process (Record- 45 minutes
you through the process of Banking in QuickBooks versus NetSuite.
to-Report)

Event 5: Financial
Explore Banking and Financials with us. In this session, we will walk
Process (Record- 45 minutes
you through the process of Banking in QuickBooks versus NetSuite.
to-Report)

Reporting Topics
Series Description: This set of sessions walks you through the crucial elements of
Reporting, from viewing a report to creating sophisticated reports from scratch. We take
you through the different steps, from working with a report to creating your own report
from scratch, and dive into various aspects of NetSuite's Report Builder.

Schedule: Each Tuesday at 8 AM PT for 60 min.

To view all published sessions of this series, please search for keyword REPBGN.

Click here to view current Live Event offerings in MyLearn

Events

Event 1: Working This session is for users who have view-only access to reports. This
with Reports for session reviews the reporting dashboard, searching for reports using 60 minutes
Beginners keywords, setting filters, and emailing and scheduling reports.

This presentation provides the details on how to customize an

existing report. Learn how to add additional dimensions, alternate
Event 2:
date ranges, report snapshots, and more tips and tricks for creating
Customizing 60 minutes
customized reports.
Standard Reports
This session repeats every month at the same time.

This presentation provides the details for creating a report from

scratch. Learn how to add additional dimensions, alternate date
Event 3: Creating
ranges, report snapshots, and more tips and tricks for creating a
Reports from 60 minutes
financial report.
Scratch
This session repeats every month at the same time.

This presentation provides the details for creating a financial report.

Event 4: Learn how to add additional dimensions, alternate date ranges, report
Customizing snapshots, and more tips and tricks for creating a financial report. 60 minutes
Financial Reports
This session repeats every month at the same time.

18
 Short & Suite Dashboards
Series Description: Chad and I.B. enjoy a coffee and discuss a portlet with our favorite
customers.

Schedule: Every Wednesday at 9 AM PT for 60 min.

To view allhere
Click occurrences of this topic,
to view current search
Live Event for keyword
offerings SDD.
in MyLearn

Events

Event 1: Tips
and Tricks of Explore the Tips and Tricks of NetSuite that QuickBooks doesn't offer. 60 minutes
NetSuite

Social Impact Topics

Series Description: NetSuite's Social Impact LCS Live Series covers the foundational
functionality and features of the nonprofit version of NetSuite.

Schedule: Each Thursday at 9 AM PT for 60 min.

To view all occurrences of this topic, search for keyword SINFP.

Click here to view current Live Event offerings in MyLearn

Click here to see these events within the Learner Journey

Events

Event 1:
NetSuite Dashboards give users the ability to see important metrics at a
Creating
glance. During this webinar, we will explore how as a nonprofit you can
Effective 60 minutes
set up your dashboard to keep your finger on the pulse of your
Nonprofit
organization.
Dashboards

Event 2:
Understanding NetSuite's Social Impact version has several tools to help you manage
Constituent/ your donor information. During this session, you will see an overview of 60 minutes
Donor relationship building and donor tracking.
Management

19
Event 3:
Revenue from donations is the bloodline of most nonprofits. During this
Managing
session, we will look at how to enter donations in NetSuite effectively and 60 minutes
Donations Like
how certain classifications can unlock additional features.
a Boss

Event 4:
Setting up your Chart of Accounts in an orderly fashion can make all the
Building a
difference when processing reports. In this session, we will look at how
Creative Chart 60 minutes
functions such as Summary Accounts or Account Hierarchy can
of Accounts to
significantly improve your financial reporting.
Ease Reporting

Event 5:
Customizing Do you ever need to see more information in your financial statements?
Your Nonprofit Join this webinar for a tutorial on the basics of financial statement 60 minutes
Financial customization.
Statements

Event 6: Do you accept pledges? Do you struggle to stay on top of your pledges?
Entering and How about billing your pledges? You should join us during this session if
60 minutes
Tracking you answered yes to any of these questions. We will look at basic pledge
Pledges creation and management.

Event 7: Creating a customer is not a difficult task. But are you taking advantage
Release from of all the features the customer record has to offer? Join us to learn how
60 minutes
Restriction to configure your customers to facilitate order entry, control receivables,
Process and maximize reporting capabilities.

Event 8:
Saying Thank One of the major tasks a nonprofit must undertake is thanking their
You Using donors when they give. During this session, we will look at the mail
60 minutes
NetSuite's Mail merge options available within NetSuite and outside of NetSuite to
Merge produce those thank you letters.
Function

Event 9: Using
Are you finding many of your transactions have classification miscodes?
Segment
During this session, we will look at how to use NetSuite's Segment Code
Codes 60 minutes
(SuiteKey) function. Segment Codes make for easy entry of transactions
(SuiteKey) for
and cut down on your errors and omissions.
Efficiency

Event 10:
Do you need help with duplicate constituent and vendor records? In this
Managing
webinar, we will look at the setup and use of the Duplicate Detection 60 minutes
Duplicates Like
functionality in NetSuite.
a Boss

So you’ve taken Administrator Fundamentals or possibly attended the

Event 11:
LCS Live administrator webinar. But what specific Administrator tasks
Administration
should you know regarding the Social Impact version of NetSuite? Join 60 minutes
Revisited for
us during this session where we will focus on items unique to your
Nonprofits
instance of NetSuite.

20
 Starter Spotlight Topics
Series Description: Are you brand new to NetSuite and feeling a bit lost? This series will
provide the context you may be missing to make sense out of NetSuite fields, forms, and
other functionality.

Schedule: Every first Tuesday of the month at 11 AM PT.

To view all occurrences of this topic, search for keyword STRSPOT.

Click here to view current Live Event offerings in MyLearn

Events

Event 1: Starter
A weekly introduction to NetSuite functionality. 60 minutes
Spotlight

SuiteBuilder Topics
Series Description: Are you looking to personalize your NetSuite system to meet your
business needs? Before you do, you will need to master the basic concepts of SuiteBuilder.
The SuiteBuilder Forum will get you all the tips and tricks you need.

Schedule: Every first Wednesday of the month we present SuiteBuilder basic concepts in
four different sessions that will repeat at the end of each cycle. You may join at any time.

To view all published sessions of this series, please search for keyword SBBEG.

Click here to view current Live Event offerings in MyLearn

Events
• Describe customization options in NetSuite.
Event 1: What is • Identify SuiteBuilder capabilities.
60 minutes
SuiteBuilder? • List the preferred order for creating custom elements.
• Create subtabs and apply to existing records.

Event 2:
Introduction to
We will discuss capabilities, features, and functions of SuiteBuilder. 60 minutes
Customization
Capabilities

21
Event 3: Creating
Data Objects in We will discuss how to create new objects in NetSuite. 60 minutes
SuiteBuilder

Event 4: Creating
We will discuss Record Types (Table Objects) and Dependent Pick
Table Objects in 60 minutes
Lists
SuiteBuilder

Event 5: Creating
We will discuss NetSuite's basic forms and apply the concepts from
and Modifying 60 minutes
the previous sessions.
Forms

SuiteFlow Basics (PAUSED)

Series Description: This session introduces you to the starter (triggers) element that we
use to start a workflow process. The focus is on the client-side events.

Schedule: Each Tuesday at 12 PM PT for 60 min.

To view all occurrences of this topic, search for keyword SFBGN.

Events

Event 1:
Understanding This session introduces you to the starter (triggers) element that we
60 minutes
Wordflow: Client use to initiate a workflow process. The focus is on client-side events.
Triggers

Event 2:
Configuring This session introduces you to the best actions to put on the Before
Actions on Data Record Load Trigger. Know what actions work best under this 60 minutes
Entry BEFORE trigger versus alternative trigger sources.
Record Load

Event 3:
Configuring This session introduces you to the best actions to put on the Before
Actions on Data Record Submit Trigger. Know what actions work best under this 60 minutes
Entry AFTER trigger versus alternative trigger sources
Record Submit

Event 4: SuiteFlow:
Incorporating This session introduces you to the design process for approvals,
60 minutes
Approval with an emphasis on the different approaches and best practices
Processing

22
 We will discuss NetSuite's basic forms and apply the concepts from
the previous sessions.
Event 5: SuiteFlow:
Discovering WF 60 minutes
This presentation allows you to get an introduction to NetSuite
Capabilities
workflows without hitting the books. Come find out what WF can do
for you.

Event 6: This session introduces you to the starter (triggers) element that we
Understanding WF use to initiate a workflow process. The focus is on the cloud- (server) 60 minutes
Server Triggers side events

User Adoption Topics

Series Description: Working through an implementation, onboarding new employees, or
adding features to NetSuite? If so, much of your success relies on applying strategic change
management for both your people and processes. Join this LCS Live session to hear from
industry leaders on ways to align stakeholders and plan effective communications to ensure
successful user adoption!

Schedule: Every two months, Friday at 10:00 AM PT for up to 60 min.

To view all occurrences of this series, search for keyword UAWN.

Click here to view current Live Event offerings in MyLearn

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Events

Working through an implementation, onboarding new employees, or

Event 1: Chats adding features to NetSuite? If so, much of your success relies on
About Change: applying strategic change management for both your people and
60 minutes
User Adoption processes. Join this LCS Live session to hear from industry leaders on
with NetSuite ways to align stakeholders and plan effective communications to ensure
successful user adoption.

Workforce Management Topics

Series Description: The SuitePeople: Workforce Management Series is an introductory
overview of NetSuite’s new workforce management module.

Schedule: Every Tuesday at 8 AM PT for 60 min.

To view all occurrences of this series, search for keyword WFM.

Click here to view current Live Event offerings in MyLearn

Events
SuitePeople Workforce Management helps you streamline your
employee workforce scheduling through automation. Digital time clocks
Event 1: increase the efficiency of time tracking and payroll processing by helping
SuitePeople: you calculate wages accurately based on overtime, time off, and wage
Workforce rules that you can set.
60 minutes
Management Topics covered include:
for End Users • Overview and system navigation
• Managing your staff through scheduling
• Utilizing time clocks
• Reporting

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 Advanced Inventory
Series Description: How do you do more than just keep track of your stock? What tools
does NetSuite offer? In this multi-part series, we'll take a deeper look at advanced inventory
concepts and tools, including every feature of the Advanced Inventory Management add-
on bundle. While some topics are linked to each other, each session largely stands on its
own, so pick the topics that interest you and stop by! The Advanced Inventory series is a
set of sessions that look at the advanced concepts and tools in the Advanced Inventory
Management add-on bundle.

Who should attend?

This set of webinars is intended for anyone who works with inventory and will be especially
helpful for warehouse managers and staff.

Schedule: Every Thursday at 9:00AM PT for up to 60 mins.

To view all occurrences of this topic, search for keyword INVADV.

Click here to view current Live Event offerings in MyLearn

Events

Event 1: Managing Are you keeping inventory in multiple locations and need to track
Multiple Inventory what’s where? Learn how to set up multiple-locations in NetSuite so 60 minutes
Locations you know where it’s all at and how much of it there is!

When should you use an inventory item versus a non-inventory

Event 2:
item? What’s the difference between a kit and group? Items are the
Understanding
foundation of your business. Enroll in this session to pick up some 60 minutes
Different Item
pointers about the item record and what item type is best for certain
Types
scenarios.

How do you know when you’re at a low stock point and need to
reorder an item? Sure, you could get your daily steps in by walking
around the warehouse and eyeballing your stock. But wouldn’t you
Event 3: Reorder
rather have NetSuite monitor your stock levels for you and let you 60 minutes
Point Planning
know when you're below a defined stock threshold? Let Reorder
Point take the guesswork (and the cardio) out of restock
management.

Event 4: Learn the

True Cost of Your How much do your goods really cost once you factor in charges like
60 minutes
Goods with Landed freight, port fees, duties and demurrage? Ancillary procurement
Cost costs cut into your bottom line by quietly raising your costs. Use

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 Landed Costs to factor these fees into your product costs and get a
handle on how much you're really paying for goods.

Do you want to create a more efficient warehouse by letting your

Event 5: Create a crew use UPC scanning to indicate what they're receiving, fulfilling
More Organized and moving around? You'll need bar codes to do it and in this
60 minutes
Warehouse with session you'll learn the ins and outs of how NetSuite can incorporate
Barcodes bar codes on transactions, as well as help you print bar codes to be
applied where needed.

When are three steps better than one? When you’re fulfilling orders.
Event 6: More
The three step Pick, Pack and Ship fulfillment process allows your
Efficient Fulfilment
warehouse crew to fulfill orders more efficiently than a single step 60 minutes
Orders with Pick,
pick-all-the-way-to-shipped process. Come to this session to learn
Pack, Ship
how NetSuite can help you manage a PPS process.

Your warehouse is large. Your goods are small. How do you keep
track of where, in this massive space, you've decided to store the 3
Event 7: Organize inch carriage bolts and the number 8 washers? Bin Management
Your Warehouse sub-divides a warehouse into small storage areas called "bins" so
60 minutes
with Bin that you know precisely where inventory is located. 3 inch carriage
Management bolts? That'd be zone 2, rack 13, shelf 4, bay C. Check out this
session to learn how NetSuite supports Bin Management in your
warehouse.

Do you use temporary stock holds to ensure your larger customers

have inventory set aside for them while they’re preparing to accept
Event 8: Manage a quote or submit an order? Stock holds can be difficult to manage
Short-Term Holds because they create a discrepancy between inventory you have on
60 minutes
with Inventory hand versus inventory you are willing to commit to other orders.
Status Inventory Status can be used for better management of short-term
inventory holds and is helpful in other cases where you want to
differentiate between identical items of inventory.

Serial numbering assigns an identifying "number" to every unit of

Event 9: Identify inventory of a product, allowing you to identify that item against all
Items More Easily other units of the same item. This enables the tracking of warranty
60 minutes
with Serial eligibility, item authenticity and possibly manufacturing information.
Numbers Attend this webinar to learn how serial numbering can be applied to
your items and some of the advantages it offers.

Does your business deal with food and beverages or health and
Event 10: Better beauty products? If so, you probably get lot-numbers stock from
Tracking with Lot your suppliers and maybe even manufacture your own lot- 60 minutes
Numbers numbered goods. Learn how NetSuite can help you manage and
track your lot-numbered stock.

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 "I have to create 72 different item records for every color and size
combination of t-shirt we sell and I'm thinking about just going to
Event 11: Managing
live in the woods." Before you go full hermit mode, check out matrix
Color and Size 60 minutes
items! Have NetSuite create a series of similar item records with
Using Matrix Items
different attributes for you, leveraging a top-level item as a template
that also gives you roll-up reporting capabilities for all items in the
same family. Matrix items: vastly better than living in a cave.

Are you still shutting down your warehouse twice a year to do a full
Event 12: Minimize
inventory count? Scheduled, periodic counts performed on a regular
Warehouse
basis are less disruptive and better for your inventory health! Learn 60 minutes
Disruptions with
how NetSuite can help you end the dreaded and ineffective "Annual
Cycle Counts
Inventory" by using targeted Cycle Counts.

Admin Fundamentals Series

Series Description: This six-part series is for new NetSuite Administrators completing the
Administrator Fundamentals course. This complementary series walks users through the
exercises included in the Student Guide, reinforcing concepts covered in the corresponding
module(s) and providing tips & tricks along the way.

Schedule: The series runs across two weeks on Mondays, Wednesdays, and Fridays at 11
am PT for up to 60 minutes

To view all occurrences of this topic, search for keyword ADMWKS.

Click here to view current Live Event offerings in MyLearn

Events

Event 1: Data
In this session, the instructor will cover exercises from the Data
Migration & 60 minutes
Migration and Data integrity modules.
Integrity

In this session, the instructor will cover exercises from the

Event 2: Setup
Administrator Role and Setup Tasks and NetSuite Structure 60 minutes
Tasks
modules.

Event 3: Roles & In this session, the instructor will cover exercises from the NetSuite
60 minutes
Permissions Roles and Permissions, Custom Roles, and Security Considerations
modules.

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Event 4: Custom
In this session, the instructor will cover exercises from the Custom 60 minutes
Fields & Forms
Subtabs, Lists and Fields and Custom forms modules.

Event 5: Customer
In this session, the instructor will cover exercises from the Custom
Records & 60 minutes
Records and Custom Dashboards modules..
Dashboards

In this session, the instructor will cover exercises from the Upgrade
Event 6:
& New Release Preparation and SuiteApps Resources modules. The
Maintenance & 60 minutes
session will also include discussions of Sandbox Management and
Support
Support services.

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