SunderS Oracle NetSuite ERP Foundation E-Learning - Vol 7

Name: SunderS Oracle NetSuite ERP Foundation E-Learning - Vol 7
Rating: 4.2 (3 reviews)

Learn How to Customize Standard Reports, Create New Reports, Create Saved Searches and Steps to Migrate Data from Legacy

Created bySunderaraj (Sunder) Srinivasan

Last updated 11/2024

English

What you'll learn

Learn When to use Reports & Saved Searches in Oracle Netsuite.
Learn how to Customize Standard Reports using Report Builder in Oracle NetSuite.
Learn How to Create New Reports using Report Builder in Oracle Netsuite.
Learn How to Create Saved Searches in Oracle Netsuite
Learn How You want your Saved Searches Results to be Displayed .
Learn How You want to Highlight Your Results based on Your Saved Search Filters.
Learn How to Define Your Audience for Sharing Your Saved Search Results.
Learn How to Define Saved Search Criteria using Logical Expressions.
Learn How You want to Share Your Saved Search Results in Multiple Document formats.
Learn How to Access Import Assist Tool for Data Migration in Oracle Netsuite
Learn How to Prepare the Data from Legacy systems for Import into Oracle NetSuite.
Learn the Data Migration Steps & the Best Practice for Import from Legacy into Oracle NetSuite.

Course content

4 sections • 11 lectures • 1h 32m total length

Reports & Saved Searches - Introduction & Objectives .3:52
This Video will talk about the Introduction and Objectives of Oracle NetSuite Reports and Saved Searches.
Learn When to Use Reports , When to Use Saved Searches in Oracle NetSuite.5:40
This Video Lecture will talk about when to use Reports and when to use Saved Searches in Oracle NetSuite. This will also give a high level Overview of Oracle Netsuite Reports.
Section 1 Quiz

Learn How to Customize Standard Reports using Oracle Netsuite Report Builder.18:54
This Video will take you through how to customize a Standard Report using Use Case. This includes Renaming Column Labels , Re arranging Columns in the Report Structure , Adding or Removing Columns in the Report Structure , Using Filter Conditions to Create a Subset of Reports, Add Formulas with New Columns and more.
Learn How to Create New Reports using Oracle NetSuite Report Builder.11:17
This Video will take you through how to Create New Reports using Report Builder in Oracle NetSuite. This includes how to Create a Summary Report, Detail Report and Matrix Reports and the Difference between them. It also tells you how to share the Generated Reports in Multiple formats to Different Business Users in the Organization.
Quiz on Reports

Introduction to Saved Search & How to Create Saved Search in Oracle NetSuite.6:22
This Video Introduces you to what is a Saved Search in Oracle Netsuite and how to Create a New Saved Search Using a Use Case.
Section 3 Quiz
How You Want Saved Search Result to be Displayed & Highlight Search Data Results5:08
This Video will Cover how to Display your Search Result. Also this will take you through how to Highlight Search Data Results using a Use Case.
Section 3 Lecture 6 Quiz
How to Define Audience for Saved Search Results & Share in Multiple Formats.6:01
This Video will talk about how to Define Audience for Sharing Saved Search Results , Limit Views and how to Share the Saved Search Results in Multiple formats. Also , it will take you the Audit Trial Functionality of Saved Search and how long the system maintains the Audit Trial log Details.
Section Lecture 7 Quiz
How to Define Saved Search Criteria using Logical Expressions in Oracle Netsuite10:16
This Video Will take you through how to Define Saved Search Criteria using Advanced Logical Expression using a Sample. Finally it will take you through the difference between Reports and Saved Searches in Oracle Netsuite.
Section 3 Lecture 8

Objectives & Consideration for Successful Data Migration from Legacy Systems5:23
In this Video, You will Learn about the Objectives of Data Migration & Critical Consideration that Need to be Taken into account or Kept in Mind for Successful Data Migration.
How to Access Import Assist Tool & Prepare Data for Import into Oracle NetSuite.6:41
In this Video, You will Learn , how to Access Import Assist Tool and how to Prepare Data for Import from Legacy into Oracle NetSuite.
Section 4 Quiz
Steps & Best Practice to Migrate Data from Legacy Systems into Oracle Netsuite.12:40
This Video will talk about the 5 Important steps to Migrate data from Legacy systems into Oracle Netsuite. Also it will take you through the Best Practice for Data Migration.
Section 4 Lecture 11

Requirements

Recommended to Complete Volume 1 , Volume 2 , Volume 3, Volume 4.1 , Volume 4.2, Volume 5, Volume 6.1 of SunderS Oracle Netsuite ERP Foundation E Learning before Starting with Volume 7.
Anyone Willing to Learn Cloud ERP Business Applications.
No Computer Programming Knowledge Required.
While Cloud Knowledge is not Mandatory, it will be Added Advantage if you have Cloud Knowledge.

Description

This Course Will Cover

Section 1 - Introduction & Objectives to Reports & Saved Searches.

Reports & Saved Searches - Introduction
Learn When to use Reports & Saved Searches in Oracle Netsuite.

Section 2 - How to Customize Standard Reports & Create New Reports

Learn how to Customize Standard Reports using Report Builder in Oracle NetSuite.
Learn How to Create New Reports using Report Builder in Oracle Netsuite.

Section 3 - How to Create Dynamic Business queries Called Saved Searches & Highlight Records based on Filter Conditions. How to Save them as a Template for Future Use.

Learn How to Create Saved Searches in Oracle Netsuite
Learn How You want your Saved Searches Result to be Displayed .
Learn How You want to Highlight Your Records based on Your Saved Search Results
Learn How to Define Your Audience for Sharing Your Saved Search Results.
Learn How to Define Saved Search Criteria using Logical Expressions.
Learn How You want to Share Your Saved Search Results in Multiple formats.

Section 4 - Steps to Migrate Data from Legacy System into Oracle NetSuite.

Learn How to Access Import Assist Tool for Data Migration in Oracle Netsuite.
Learn How to Prepare the Data from Legacy systems for Import into Oracle NetSuite.
Learn the Data Migration Steps & Best Practice for Import from Legacy into Oracle NetSuite.

Who this course is for:

Implementation, Pre Sales /Solution Consultants who are Familiar with Other ERP Applications & Looking to Multi Skill , Up Skill their Knowledge with Cloud ERP .
Practicing Chartered Accountants who are External Auditors & Maintain Fixed Asset Management Details for their Clients
Practicing Chartered Accountants/Auditors Evaluating Cloud ERP Products for their Clients.
Management Consultants Evaluating Cloud ERP for their Clients.
Digital Transformation Advisory , ERP Selection Services Companies Evaluating Cloud ERP for their Clients.
CFO, CIO, Business Unit Heads Evaluating Cloud ERP Products for their Company , Subsidiary Operations
CEO's of SMB Units who are looking at Streamlining their Business Operations with a Standard Cloud ERP Product.
CA , ICWA , Management Students who are willing to Learn , Up Skill their Knowledge with Cloud ERP Applications as Part of their Digital Transformation Skill.

SunderS Oracle NetSuite ERP Foundation E-Learning - Vol 7

What you'll learn

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Course content

Oracle NetSuite Reports & Saved Searches - Introduction.2 lectures • 10min

How to Customize Standard Reports and How to Create New Reports .2 lectures • 30min

What is a Saved Search & How to Create Saved Searches in Oracle NetSuite ?4 lectures • 28min

How to Migrate Data from Legacy System into Oracle NetSuite .3 lectures • 25min

Requirements

Description

Who this course is for: