Hello fellow NetSuite Users!
The date of our winter meeting is set. Hope to see you there!
Date: Thursday, February 22, 2024
Time: 9:00 am – 12:00 am
Location:
Oracle Canada
100 Milverton Drive, Mississauga, ON L5R 4H1
Doors will open at 8:30 am with coffee and provided.
OR Online via Microsoft Teams
Please Register if planning to attend in-person or online
Note: Registration emails will be sent from Danby Products Limited
Instructions to find the Oracle Customer Experience Centre room: If entering on the Milverton side just after the elevators. If entering on the Matheson Blvd side go upstairs on the mezzanine.
CLICK HERE to Register
Theme: Customizing and Best Practice Ideas for your NetSuite environment
Agenda:
8:30 am to 9:00 am: Registration / Light breakfast
9:00 am to 9:15 am: Welcome and ONSUG General Information
Lead by: Brandon Peneycad, Co-Membership Chair
9:15 am to 10:00 am: Customizing NetSuite:
- Some key General Preferences
- Publishing Dashboards to roles
- Creating Menu Options for all users (example a Menu of Saved Searches grouped by Department)
Presentation by: Mark Tanner, ONSUG Co-Chair
10:00 am to 10:10 am: Meeting Sponsor Presentation
10:10 am to 10:20 am: Break
10:20 am to 11:00 am: Best Practice Ideas:
- Naming saved searches
- Employee Onboarding and Offboarding automated notifications
- Track Employee assets (Hardware, Software, Licenses) in a non-Financial record
- Transitioning historical saved searches, reports, workflows, scripts when employees leave
- Links to training, work instructions, support documentation
Presentation by: Mark Tanner, ONSUG Co-Chair
10:00 am to 11:10 am: NetSuite Ideas to Vote On
Discussion lead by: Lisa Reed, ONSUG Treasurer
11:10 am to 11:30 am: Ask us Anything!
Discussion lead by: Gavin Davidson, ONSUG Co-Chair
11:30 am to Noon: Wrap-up and Networking
Lead by: Brandon Peneycad, Co-Membership Chair
