Filter by the kind of work involved.
Professional services · 500+ employees
Ongoing NetSuite improvements
- Long-term engagement
- SuiteScript
- Workflows
Problem: The company needed a steady stream of NetSuite projects and improvements, and someone who knew the account to deliver them.
What we did: An ongoing engagement covering many projects and improvements: scripts, workflows and saved searches, each built and tested in the sandbox before release.
“[He] is a consummate professional that has handled many NetSuite projects and improvements for our company. He has brought our NetSuite ERP forward in quality ten-fold.”
CRM & sales · 250–500 employees
Sales and purchase order approvals
- SuiteFlow
- Credit checks
- Approvals
Problem: Sales orders from customers over their credit limit or more than 15 days overdue needed approval, while a list of key accounts had to skip the check. Purchase orders needed approval, and re-approval after any edit.
What we did: Two SuiteFlow workflows. Sales orders route to approval on the credit criteria, with named customers exempt and email notifications at each step. Purchase orders go to a named approver, notify the requester once approved, and restart approval if edited afterwards.
★★★★★
Rated 5.0 for skills, quality, availability, deadlines, communication and cooperation. Client W
CRM & sales · 50–100 employees
Sales order and RMA analytics
- Saved search
- Analytics workbook
Problem: The team needed one list of sales orders and return authorizations, with amounts split into warranty items, services and everything else, plus the net subtotal.
What we did: A saved search and Analytics workbook with the class-based amount columns, filters and layout the client specified, delivered ahead of their deadline.
“[He] jumped off the page due to his initial proposal having most of the work done already. After a couple back and forth change requests, which he completed quickly, I got exactly what I wanted and easily within the timeframe needed. Very competent and very professional! Thank you!”
Services · 100–250 employees
Shipping cost in sales order reports
Problem: Shipping cost came through blank when sales orders were exported to Excel, including from SuiteAnalytics.
What we did: Found where the shipping cost amount actually lives on the transaction and rebuilt the search and export so the amount comes through correctly.
“[He] is an expert in Netsuite Accounting. He resolved the issue promptly. Recommend him!”
Financial management · 50–100 employees
Tracking emailed invoices
Problem: There was no reliable way to see which invoices had already been emailed to customers.
What we did: A workflow that ticks a custom checkbox on the invoice automatically whenever it is emailed from NetSuite.
“[He] did a fantastic job with this project. Very quick and great communication!!! A+++”
Financial management · 100–250 employees
Monthly balance sheet saved search
- Saved search
- Finance reporting
Problem: Finance needed the balance sheet by month as a saved search, as the first of several reporting requests.
What we did: A saved search reporting the balance sheet month by month, set up so it can be extended as new requests come in.
★★★★★
Rated 5.0 for skills, quality, availability, deadlines, communication and cooperation. Client B
Inventory management · 250–500 employees
Purchase price increase alerts
- Saved search alerts
- Scheduled summary
- Analytics
Problem: Purchase price increases were noticed late. The team wanted to know as soon as an item cost more than last time.
What we did: An immediate email alert when an item's purchase rate rises by more than 10%, a nightly summary of rate changes on that day's purchase orders, and an Analytics line chart of cost against price for any item and period.
Client P
Financial management · 100–250 employees
Invoice print consolidation
Problem: Six print buttons on the sales order, four of them for invoices, caused confusion. A new invoice format had to go live without losing the original.
What we did: A script that replaced an unused button with the new "Print Invoice" action and kept the original format available as "A4-Printing" for reference.
“Excellent work and time management.”