Home › Courses › Administration Pro

NetSuite Administration Pro Syllabus

Learn to configure, customize, and maintain your NetSuite instance to maximize efficiency and performance.

Duration

10 Weeks (50 Hours)

Level

Beginner to Advanced

Format

Live Online + Hands-on Labs

Certificate

Yes, Upon Completion

Course Modules

Module 1: NetSuite Administration Fundamentals

6 Hours

Build a solid foundation in NetSuite administration concepts and understand the core components of the platform.

Topics Covered

  • NetSuite Architecture Overview
  • NetSuite Accounts and Environments
  • Admin Navigation and Dashboard Setup
  • Company Preferences and Configuration
  • Understanding SuiteCloud Platform

Module 2: User Management and Security

5 Hours

Learn to manage users, roles, and permissions to ensure proper security and access control within NetSuite.

Topics Covered

  • User Roles and Permissions
  • Creating and Managing User Accounts
  • Authentication and Single Sign-On
  • Permission Model Best Practices
  • Audit Trails and Login Monitoring

Module 3: Company Setup and Configuration

6 Hours

Master the configuration of core company settings to align NetSuite with your organization's structure and processes.

Topics Covered

  • Subsidiaries and Multiple Entities Setup
  • Chart of Accounts and Accounting Preferences
  • Tax Configuration and Management
  • Currency and Exchange Rate Management
  • Fiscal Calendars and Accounting Periods

Module 4: Data Management and Import/Export

6 Hours

Learn effective techniques for managing data in NetSuite, including importing, exporting, and maintaining data integrity.

Topics Covered

  • CSV Import Tools and Templates
  • Import/Export Best Practices
  • Mass Updates and Mass Deletes
  • Data Quality and Integrity Management
  • Data Migration Strategies

Module 5: Custom Forms and Fields

5 Hours

Develop expertise in customizing NetSuite forms and fields to match your business requirements without coding.

Topics Covered

  • Custom Fields Creation and Types
  • Custom Forms and Layouts
  • Field Display Types and Validations
  • Subtabs and Sublists Customization
  • Field and Form Best Practices

Module 6: Record and Transaction Customization

5 Hours

Learn how to customize NetSuite record types and transaction forms to match specific business processes.

Topics Covered

  • Standard Record Type Customization
  • Custom Record Types
  • Transaction Form Customization
  • Custom Lists and Centers
  • Record Relationships and Fields Sourcing

Module 7: SuiteFlow Workflow Management

6 Hours

Master NetSuite's workflow engine to automate business processes without coding using SuiteFlow.

Topics Covered

  • SuiteFlow Fundamentals
  • Workflow States and Transitions
  • Workflow Actions and Triggers
  • Approval Workflows
  • Advanced Workflow Techniques

Module 8: Saved Searches and Reports

5 Hours

Learn to create powerful saved searches and reports to extract valuable insights from your NetSuite data.

Topics Covered

  • Saved Search Creation and Types
  • Advanced Search Techniques
  • Formula Fields and Functions
  • Report Builder and Customization
  • Scheduled Search Updates and Alerts

Module 9: SuiteBuilder and Customization

3 Hours

Explore advanced customization techniques using SuiteBuilder to extend NetSuite's capabilities.

Topics Covered

  • Custom Segments and Dimensions
  • Custom GL Impact and Revenue Recognition Templates
  • Custom KPIs and Dashboards
  • SuiteBuilder Advanced Techniques
  • UI Customization Best Practices

Module 10: Integration and Administration Best Practices

3 Hours

Learn best practices for NetSuite administration, optimization, and integration with other systems.

Topics Covered

  • Performance Optimization Techniques
  • Integration Methods Overview
  • SuiteTalk Web Services Introduction
  • Bundle Management and Installation
  • Release Management and Testing

Ready to Become a NetSuite Admin Pro?

Enroll today and gain the skills to expertly configure and manage NetSuite for your organization.

Enroll Now