Learning how to customize your searches and reports is critical to gaining insights specific to your business. In this workshop, you will get hands-on experience with customizing Saved Searches and financial statements. We will show you how to utilize conditional logic formulas in your Saved Searches to display different data based on a condition you define; and customize the income statement layout to view desired financial data. To receive continuing professional education (CPE) credit for this workshop, please sign up with the session assistant.
Take Your NetSuite Skills to the Next Level.
Fairmont DC Georgetown,2401 M Street NW, Washington, DC 20037
Unlock NetSuite’s most useful features - in just a few hours. Join our trainers and learn how to get the most out of the platform, no matter where you are in your NetSuite journey.
You'll also get the chance to connect with product, educational and support experts to have your pressing questions answered, see live product demos, PLUS earn continuing professional education (CPE) credit.
Agenda
| 9:30 – 10:00 a.m. | Registration, Coffee, & Networking |
| 10:00 – 11:30 a.m. | Choice of Hands-on Session |
| 11:30 a.m. – 12:30 p.m. | Lunch & Networking |
| 12:00 – 12:30 p.m. | Harnessing the Power of AI for Increased Insights and Productivity |
Session Choices
Session 1 | 10:00 - 11:30 a.m.
(CHOOSE ONE, LAPTOP REQUIRED)
Conditional Logic in Saved Searches and Customizing Financial Statement Layouts
OR
Streamline Customer Service with NetSuite’s Case Management and Field Service Management
In this hands-on workshop, learn how NetSuite’s case management capabilities can elevate your customer service by ensuring that every issue is tracked, prioritized, and resolved efficiently. You will see how to automate case routing and escalations; define case types, set priorities, and tailor your support to meet individual customer needs, ensuring a personalized experience. Need more power to manage your field service operations? Discover how NetSuite Field Service Management can optimize scheduling and dispatch, provide real-time field visibility into job progress and assets consumed, and help you deliver timely and high-quality service. To receive continuing professional education (CPE) credit for this workshop, please sign up with the session assistant.
Session 2 | 12:00 -12:30 p.m.
Harnessing the Power of AI for Increased Insights and Productivity
Join us as we explore the transformational world of AI for finance leaders. We’ll examine the challenges finance leaders face today and how investment in AI technologies can help your business automate key processes, freeing up capacity for you and your team to focus on strategic initiatives.
RSVP today to save your spot.
**CPE Credit Information: These 90 minute intermediate sessions qualify for 1 CPE credit in the Information Technology or Computer Software & Applications Field of Study (depending on the program) with no advanced prerequisites. We will notify participants 24 hours in advance in the event of cancellation. For more information regarding complaint and program cancellation policies, please contact us at netsuiteevents@oracle.com.
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Please email netsuiteevents@oracle.com with any questions that you may have regarding the event.
Topic: NetSuite Learning Lab: Washington D.C.
Date: Thursday, March 27, 2025
Time: 9:30 a.m.–12:30 p.m. EST
Location: Fairmont DC Georgetown, 2401 M Street NW, Washington, DC 20037
If you have a few minutes, leave an online review about your experience using NetSuite and receive a $20 Visa gift card provided by the review site.
March 27, 2025 9:30 AM
March 27, 2025 12:30 PM
America/New_York
NetSuite Learning Lab: Washington D.C.
NetSuite Learning Lab: Washington D.C.
Fairmont DC Georgetown, 2401 M Street NW, Washington, DC 20037