Boston NetSuite User GroupWednesday, November 5th

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Welcome and Thank You!

Meet the Board• Mike Kean – Co-Chair• Stephen Enfield – VP and Co-Chair• Charlene Doherty – Speaker Chair• Mike Tarentino – Membership Chair• Cara Foley – Co-Chair

Meet the Sponsors• ERP Guru• Piracle• SPS Commerce

Corporate Sponsor • Altico Advisors

Speakers• Ken Phu, Hub Pen Company• Olivier Simard, ERP Guru

Non-Board Assistance• Jaynelle Bellemore

Boston NetSuite User Group

Approach• ½ Day Morning Meeting• 2 Technical Sessions• Networking and sharing

Event paid for by Sponsors• ERP Guru• Piracle• SPS Commerce

* Covers cost of room rental, food and drinks* Sponsors introduce sessions- commercials

Agenda

8:00 – 8:30 a.m. Registration and Networking

8:30 – 8:45 a.m. Welcome

8:45 – 10:15 a.m. Technical Session I: Enhancing NetSuite Dependent Dropdown Fields and Custom Records

10:30 - 11:30 a.m. Technical Session II: NetSuite Integration Concepts

11:30 a.m. - 12:00 p.m. Closing Remarks

TECHNICAL SESSION I:Enhancing NetSuite: Dependent Dropdown Fields and Custom Records

Presented By: Ken Phu

Agenda

• Dependent Dropdown Fields• Definition• How They Work• Steps to create a Dependent Dropdown Field• Custom Records

• Overview• Create One on the Fly

• Example: Custom Field w/Custom List

Dependent Dropdown Field

A field’s list values are dependent on the value selected in a different field.

How They Work

Data Relationship

Data Relationship

Steps to Create Dependent Drop Down Fields

1. Determine your Trigger FieldA. Existing NE Field (List)B. Custom Field Using Existing ListC. Custom Field w/Custom List

2. Create Components of the Trigger FieldA. Existing NS Field (List) – No work jump 3.B. Custom Field (Using Existing List) – Create custom field and reference the list.C. Custom Field w/ Custom List – custom list first then the custom field referencing the custom list.

3. Create the list values using a custom record for the Dependent Field4. Create the Dependent Field

1. Where do you create the custom field?2. Reference the list value3. Apply Filtering/Data Relationship

NetSuite Custom Records

NS Custom Record = Table in a Relational Database = Custom Table in NS

Table Name

Field Names

Relationship

Example: Trigger Field is a Custom Field With Custom List

1. Custom List (For Trigger Field)

2. Create Custom Field (Manufacturer) and apply Custom List From Step 1Determine where to create the custom field?

3. Create a list value for the dependent field

4. Create dependent field (Car Models)Where do you create this?Apply Filtering/Data Relationship to Car Model (dependent) field

• Create Custom Record First• Add the fields to the custom record• Add records to the custom record that represents the list value

Questions?

Break Until 10:00 am

Use this time to:• Visit with our sponsors

• ERP Guru• Piracle• SPS Commerce

• Network with your NetSuite peers

TECHNICAL SESSION II:NetSuite Integration Concepts

Presented By: Olivier Simard

Agenda

What is integration and why consider integration

Examples:Integration of ERP & CRMIntegration of ERP & 3PLIntegration of ERP & ecommerce

Conclusion

Questions

What is integration and why consider integration

The goal of integration is to connect multiple systems with heterogeneous data formats to support business use cases.

Each integration project is done for different reasons, depending on the needs of the company.

Examples: Linking an e-Commerce Web Site with an ERP solutionLinking a new CRM tool with an ERP solution

Example 1: Integration NetSuite with SugarCRM

DescriptionThe client is a software company. The client was already using SugarCRM and had decided to move forward with NetSuite for their ERP

Main needsSync: leads / contacts, activities (phone calls, tasks and events), campaigns / campaign responses

Challenges (issues with Flow)Definitions of a lead and a contact differ in NetSuite vs. SugarCRMData mapping: example Country, State, activities from different time zones, otherWhat activities should be synchedMore…

Example 1: Integration NetSuite with SugarCRM cont’d

Potential solutionsDaily manual importConnector between the 2 systems to allow sync every 30 min.Connector between the 2 systems to allow sync in real-time

Development of the connector (sync every 30 min)Maintaining close communications with the customer at all times / reduce time for decision making Most discussions touched on data mapping / NetSuite has more restrictions that SugarCRMConnector required a lot of custom rules

Result: An automated process

Example 2: 3PL Integration with DotCom (Distribution Case)

DescriptionThe client primarily drives business through an online store selling office supplies. They already had NetSuite and they decided to acquire a new 3PL system (DotCom Distribution)

Main needsProvide order to DotCom so it can be fulfilledReceive fulfillments from DotCom, support drop ship items & sync inventory between systems

Challenges Supporting partial fulfillments from DotCom to NetSuiteShipping code discrepancyInventory count and packages

Example 2: 3PL Integration with DotCom (Distribution Case) cont’d

Potential solutionsSync of orders (without supporting partial fulfillment)Connector between the 2 systems to allow sync of orders every 15 min.Connector between the 2 systems to allow sync of orders and inventory

Development of the connector to allow sync every 15 min

ResultIn this specific Integration, originally the requirements were without specifying Partial Fulfillment. It changed overtime because the client realized that for the big office furniture, it couldn’t package them together. After the connector was released, they chose to implement the Inventory Check and automating the creation of Inventory Adjustments.

Example 3: E-Commerce Business Case

DescriptionThe client is a high quality wine distributor with an online web store. The client decided to purchase NetSuite and integrate it with their online web store and their current in-house management system.

Main needsGet real-time information from online storeKeep the in-house management system populated with some information from the webBe able to do bi-directional synchronization for customer records, unidirectional for sync of inventory, orders, items and custom records

ChallengesSupporting the existing records from the in-house system and incorporate new records from NetSuiteSupport real-time updates and search the web store/NetSuite while continuing to support the in-house database

E-Commerce : Solution

Example 3: E-Commerce Business Case cont’d

Potential solutionsUse of a connector & the NetSuite scripting solution for real-time processingUse NetSuite only (NetSuite scripting solution)/eliminate in-house system The connector only to sync data between NetSuite and the in-house system

ResultIntegration of real-time processing of info between Netsuite, In-House System and Web Store!

NOTE: Design based on current processes and third-party company involved for other parts of the Integrations . The Web Store was made by the third-party company and was in development during integration (posed issues for final testing)

Conclusion

Today’s presentation provided specific business profiles and examples of integration but so much more is possible with NetSuite and other systems:

• Shipping Integration• Payment Integration• Ticket Management System• Project Management System• More….

Questions?

Closing Remarks

• Recap of event• Initial Feedback and Suggestions• Next Meetings (tentative dates)

• Wednesday, March 18th

• SuiteWorld• Wednesday, June 10th

Thank You!