Boston Net Suite User Group July 13 2017

Boston Net. Suite User Group July 13, 2017 Welcome! Wireless Network: CBS Scene Guest Agenda 11: 45 a. m. – 12: 15 p. m. Networking Break & Lunch 10: 00 – 10: 15 a. m. Registration and networking 12: 15 – 1: 00 p. m. Net. Suite & Sales. Force Integration Panel 10: 15 – 10: 30 a. m. Welcome 1: 00 – 1: 45 p. m. Suite. World Recap 10: 30 – 11: 00 a. m. Net. Suite Update: 2017. 1 1: 45 – 2: 00 p. m. Net. Suite Tip Corner 11: 00 – 11: 30 a. m. Client Spotlights 2: 00 p. m. Closing Remarks 11: 30 – 11: 45 a. m. Sponsor Commercials 2: 00 – 3: 00 p. m. Bonus Advanced Technical Session

Thank You! Meet the Board Meet the Sponsors Presenters • • • • • Mike Kean – Sikich Stephen Enfield – POS Supply Ken Phu – Hub Pen Company Brian Waller – Rapid 7 Lindsey Kenny – Log. Me. In Sean Murphy – Reverse Funding Celigo DSI Global Avalara RF-SMART Non-Board Assistance Corporate Sponsor • • Mary Kemp – Sikich Lindsey Lamphere - Sikich Net. Suite Bernardo Enciso – Square. Works Keith Cruickshank – RISI Amie Papia – Cambridge Sound Derek De. Stefano – Carbon Black Mike Kean – Sikich William Tamulynas – Sikich Sean Murphy – Reverse Funding Ken Phu – Hub Pen Company

SESSION I: Net. Suite Update: 2017. 1 Presented By: Bernardo Enciso from Square. Works

Overview of Net. Suite’s Upgrades § Net. Suite releases two upgrades every year – Typically in the Spring and Fall § Prior to each release, Net. Suite provides a Release Preview Account § Most functionality changes are opt-in, but some may have a broader impact and should be tested § Testing depth may vary depending on how many custom objects (scripts, workflows) your account may have § Net. Suite offers several tools to prepare for the Upgrade, including a Test Plan Template:

System Administration

Absolute Sessions Timeouts § The absolute session timeout value is set to 24 hours. § The session is closed and invalidated upon defined absolute period. § After session is invalidated. User will be required to log in again to establish a new session. § Best practice: Always close out of Net. Suite at the end of a work day after saving anything you have been working on. § Auditors will be pleased with this enhancement. § The absolute session timeout limits the amount of time possible for a potential attacker to use a hijacked session to impersonate a user.

Employee Center Layout Changes § You can now view the status of up to five of your latest submitted expense reports or Purchase Requests § Users should use the new Enter Purchase Request button to enter a new order (links from the Home Links portlet are no longer available)

Help Center Back Button § As of 2017. 1, Net. Suite allows you to use the browser’s back button to return to a search results page. Prior to this release you couldn’t do this.

Procurement and Accounts Payable

Items Tab on Transactions § For those companies that don’t or rarely use the “Expenses” option when entering transactions, the items tab can now be the first tab displayed. This applies to the following transactions: – Requisitions – Purchase Orders – Blanket Purchase Orders – Item Receipts – Vendor Bills

Vendor Dashboard § New dashboard houses important vendor information Summary in one place including analytics. It can be accessed from the global search and the vendor record. Purchases by Item KPI’s Useful Links Transaction Summary

Electronic Payments § Suite. App Name Change – Net. Suite Electronic Payments (basic version, domestic payments only) is now Electronic Bank Payments – Net. Suite Electronic Payments for One. World (full Version, worldwide payment support, customizable Version) is now Advanced Electronic Bank Payments § Full or partial reversals are now supported with Electronic Payments via Instant Bank File Generation

Fixed Assets

Asset Proposal Sublist § Ability to customize the Asset Proposal Sublist to additional fields to view:

Asset Reporting § The Transfer column will now be included in Net. Suite Fixed Asset Reporting

Customer Management, Billing & Revenue Recognition

Customer Dashboard § The customer dashboard can now be set as your default layout screen when returning search results for a customer Summary KPI’s Useful Links Sales by Item Transaction Summary

Customer Dashboard – Timeline Portlet § New Timeline Portlet can be easily added and will show all transactions for a customer in sequential order: You can filter to only see the transactions that you care about

Revenue Reporting Changes § New field “Creation Triggered By” field can now be used to easily track how Revenue Plans were created. § Label for Total Amount Rev. Commit column changed to Total Amount Planned in Billing and Revenue Summary report

Revenue Plan Changes § Now able to change the value for “Create Revenue Plans On” field on the revenue element until revenue journal created. § Previously this field was no longer editable after revenue element was created. § Allows for greater flexibility and in some cases simplified setup.

General Ledger, Banking & Multi-Currency

Advanced Intercompany Journal § Easy UI loading of IC Journals with auto-balance feature. § Now, you can specify the originating subsidiary and multiple receiving subsidiaries. § You can also change the base currency to any currency set up in system.

Advanced Intercompany Journal Net. Suite will add Due To and Due From Account Lines Based on the Setup done under “Accounting Preferences”

Bank Rec - Automatic Transaction Matching § Net. Suite now matches first on check/reference number now, then date and amount. If the check number is included in the bank file upload, you might see a performance increase! 1 2

Foreign Currency Variance Posting § Able to determine which accounts foreign currency variance will post to by subsidiary. Use Case #1: You want to use a subsidiaryspecific foreign exchange rate variance account. Use Case #2: You want to use different foreign exchange variance accounts based on the Class, Department and Location.

Wrap-Up § This session only covered a handful of new features, but there are many, Suite. Answers Home many more § Net. Suite provides good resources to read about all the new features Release Notes

SESSION II: Client Spotlights Presented by: Keith Cruickshank from RISI Amie Papia from Cambridge Sound Management

Keith Cruickshank from RISI

Company Overview • • We are the leading information provider for the global forest products industry Our customers span the entire forest product industry 10 office globally – approx. 150 employees - $30 M annual revenue Bulk of business is subscription based services, we also sell studies and have a dozen conferences a year. Offering includes; • Price indices, industry trends, and news • Price forecasts and market analysis • Benchmarking of mill costs and capabilities • In the spring of 2017 we were acquired by Euromoney Institutional Investor PLC

History with Net. Suite and Modules Used • Implemented in December of 2014 • One. World user • 6 Operational subsidiaries – 12 total • 4 with daily activity in Net. Suite • 2 with GL detail imported monthly • Revenue Recognition • Currently implementing A/P approval process

Third Party Applications/Integrations • • Expensify –Pre Net. Suite Adaptive Insight –Pre Net. Suite i. Charts –Fall 2015 Avalara –Fall 2016 Also use; • Salesforce • Xactly • Steelbrick

Customizations/Workflows/Scripts Our goal has been to reduce repetitive tasks • Customer facing • Customer payment portal – payment applied in Net. Suite • Automated Collection notices – saved search/workflow/email template • Receipt send upon payment automatically • In house • Booking report • Engage sales rep when customers inv is past due, warn of suspension/cancel • Saved search emailed on schedule/ status change

Amie Papia from Cambridge Sound Management

Cambridge Sound Management: The Leader in Sound Masking Technology Sound Masking is the process of adding low level background sound to an environment to promote speech privacy and freedom from distractions. Ø Corporate clients • • • Accenture Autodesk City Year Dell General Electric Hewlett Packard Honeywell Liberty Mutual Microsoft Oracle Prudential Raytheon…. to name a few! Consumer Product: Nightingale Smart Solutions Fall asleep 38% faster with the first smart home sleep system.

History with Net. Suite and Modules Used System Sponsors – Amie Papia- Net. Suite Administrator, 12 years NS Admin experience, joined CSM in March ’ 17 – Meghann Ellis- CFO, long time BSU Member, acted as NS Admin for many years, add -on and partner enthusiast – Jill Nadeau- RSM Net. Suite Account Consultant Net. Suite One World- Manufacturers Mid Market Edition Suite. Analytics, Advanced Financials, Incentive Compensation Module

Third Party Applications/Integrations Analytics • i. Charts • Tableau • Solution 7 • BMI Solutions- Qsmap (testing) Accounting • Concur Expense • Avid. Xchange- Invoice and Payments Marketing • Marketo- Marketing Automation • Muv. Data Integrator e. Commerce • Celigo integrator. io • Celigo Shopify Connector Operations/Order Management • Celigo Smart. Client • Oz. Link- Warehouse Shipping • True. Commerce EDI • Docu. Sign

SPOTLIGHT- Celigo Smart. Client • A simple connection via MS Excel powered by Web Services • Download & Import Data directly into Net. Suite using Excel UI • Smart. Client Excel App becomes the Portal to Net. Suite Records for data maintenance or creation • Use standard Smart. Client templates or create a personal template that can be customized, saved and shared • Editing multiple rows of sublist line data becomes MUCH quicker, easier and more accurate • Ability to update records/lists that user would otherwise not have access to- i. e. Marketing Campaigns • Alternative to timely CSV Uploads • Preserved User Permissions- Smart. Client inherits Net. Suite Roles and Permissions • Access Saved Searches to import and analyze data directly in Excel

Meet Our Sponsors

RF-SMART is a global leader in mobile Pick, Pack and Ship solutions for Warehousing, Wholesale Distribution, Manufacturing, Retail & e. Commerce. Leveraging barcodes and data collection technology, RF-SMART has helped over 700 customers automate their inventory processes and achieve 100% visibility into product location, movement and related employee activity. To learn more, visit rfsmart. com.

RF-SMART® for Net. Suite “Built for Net. Suite” - Not all Badges are the Same • • The entire solution resides on the suitelcoud platform All components are within the scope of BFN review • The majority of the solution resides externally to the Net. Suite platform. • These solutions are a mix of platform resident components and external components. • The scope of BFN review is only upon the integration components of these solutions. • These are separate solutions integrated with Net. Suite via custom UI and/or internal and external data. • This is a separate solution with data integration to Net. Suite, via a custom integration, or via a generic connector. • The scope of BFN review is only upon the native components and integration components of these solutions. © by ICS, Inc. , developers of RF-SMART. All Rights Reserved.

CLOUD EXPERIENCE 40+ RF-SMART Releases 8+ Net. Suite Releases RF-SMART® for Net. Suite Regression Testing Every Night Ongoing R&D Supported Documented Solution 2013 Today PO Receiving SO Picking (multiple) Bin Put away Bin Transfer Bin Replenishment Bin Count Cycle Count TO Picking TO Receiving Item Lookup Bin Inquiry Assembly Builds Assembly Build Picking WO Completion WO Issue Components WO Backflush FIFO Stock Count Dynamic SO Picking Bulk Leveling Module Pre Allocation Work Center Reporting Packing Station Advanced Shipping Pick, Pack, Ship Pick Manager Mobile Pick, Pack, Ship © by ICS, Inc. , developers of RF-SMART. All Rights Reserved.

Avalara helps businesses of all sizes achieve compliance with transactional taxes, including sales and use, VAT, excise, communications, and other tax types. The company delivers comprehensive, automated, cloud-based solutions that are designed to be fast, accurate, and easy to use. www. avalara. com

Avalara’s Compliance Cloud platform Automated transactional tax compliance across the U. S. and in over 100 countries worldwide 43 © AVALARA CONFIDENTIAL & PROPRIETARY

Celigo will be a sponsor at BNSUG's July meeting Meet Chris Corcoran, General Manager of Celigo's Productivity Applications, and Justine Burdo, from Sales and Account Management. Celigo offers prebuilt integrations for popular applications such as Shopify and Amazon and also offers an i. Paa. S, integrator. io, that can be used by end users to build their own applications between any two systems. Chris and Justine will also be able to help you learn about integrating Google G Suite and Microsoft Excel with Net. Suite

CELIGO SUCCESS Celigo Named i. Paa. S Visionary in 2017 Gartner Magic Quadrant 1, 100+ 180+ Customers Unmatched Net. Suite, Salesforce integration products & expertise Employees 2016 • 1, 000 customers • integrator. io launched 2015 • 500 Customers • Launched first Smart. Connector on integrator. io 2014 2013 2011 2010 Saa. S business started, launched first Smart. Connector Integrator platform 100 customers • 10 th Smart. Connector introduced • 100 employee mark • VC funding • Visionary in Gartner Magic Quadrant

Integration Solutions: The Best of Both Worlds Prebuilt, full-featured integrations that are highly customizable Easily build custom integrations with a smart, cloud-based integration platform integrator. io Smart. Connectors Deploy 46 | Confidential Configure & Customize Connect Excel, G Suite, and Outlook to Net. Suite Productivity Apps Build

DSI Global DSIGlobal. com is the digital supply chain platform company that creates mobile-first and cloud supply chain solutions for the digital economy via our Net. Suite partnership.

PROVEN RESULTS Digital Supply Chain Company. . . Creating mobile-first and cloud supply chain solutions for the digital economy. 48 © 2017 DSI

Break 11: 45 a. m. – 12: 15 p. m. Use this time to: • Visit with our sponsors • • RF-SMART Avalara Celigo DSI Global • Network with your Net. Suite peers

SESSION III: Net. Suite & Sales. Force Integration Panel Presented by: Derek De. Stephano from Carbon Black

SESSION IV: Suite. World Recap Presented by: Mike Kean

Table of Contents 1. Benefits of attending Suite. World 1. Keynote Speakers, Great Sessions, Live Music & More! 2. BNSUG Bond Over Beer 2. Top Takeaways from Suite. World 1. 2. 3. 4. 5. 6. 7. 8. Announcement of Suite. People Change to Sandbox Accounts One. World Updates Evolution of Net. Suite e. Commerce Token-based authentication coming soon New Reporting Interface Deep-dive technical updates, too! What you want to know: Oracle + Net. Suite

Keynote Speakers, Great Sessions, Live Music & More!

BNSUG Bond Over Beer at Rockhouse Bar • Had a great time with over 50 people attending • Great place to network with other local members in a different setting

Announcement of Suite. People • Net. Suite announced Suite. People; a new HR offering available since June 1 st • Launch, run and grow your HR team within Net. Suite • Comes with pre-built reports and dashboards for right-away use Suite. People will have: • Core HR Capabilities – company design, job and position management, workflows, master data • HR Analytics – pre-built dashboards for key roles • Employee Engagement – helping to identify key employees through employee recognition • HR Compliance – built in reports, searches and notifications to ensure regulatory requirements • Unified Access – across multiple divisions from HR to Finance to Shop Floor • Global – Links with One. World supporting 20 languages and 190 currencies, automated tax calculations and reporting in over 100 countries

Change to Sandbox Accounts • US-based accounts will move to production domain • Main advantage is zero downtime for sandbox refresh • The current sandbox will continue to be ready until the new, refreshed sandbox is released

One. World Updates • Auto-balancing journal entries is available now! • Coming in the future: • • Customers can be assigned to multiple subsidiaries New functionality to transfer cost between subsidiaries

Evolution of Net. Suite e. Commerce • e. Commerce will lie between Site Builder and Suite. Commerce Advanced • Is a quick, easy and cheap way to launch a web store • Comes complete with a responsive, flexible design

Token-based authentication coming soon • Token-based authentication is for integrations • Will provide extra layer of security within integrations • Creates authentication method that doesn’t rely on a Net. Suite login • Does not have to be updated each time Net. Suite password expires

New Reporting Interface Coming Soon • First use of an Oracle visualization tool in Net. Suite • Consolidating Net. Suite’s different financial reporting into 1 solution

Deep-dive technical updates • Suite. Cloud Developer Framework will be released in the 2017. 2 release • A code-based development environment that easily supports version control, development teams and eases deployment. • Full REST API is coming! • • Net. Suite is working on a REST API to follow many other industry standard API’s and tools. Will provide easier access to Net. Suite data from things like Java. Script

What you want to know: Oracle + Net. Suite Oracle’s CEO, Mark Hurd, made a surprise appearance at Suite. World Net. Suite will operate as usual under the Net. Suite VP, Jim Mc. Geever Oracle products won’t be forced on Net. Suite will leverage the benefits of Oracle products to improve Net. Suite in the future • Strategy moving forward: • • Focus on R&D Expand internationally Add Oracle Saa. S solutions to Net. Suite such as: • • Budgeting Planning HCM & more

NS TIP CORNER NS Tip Corner Presented by: William Tamulynas

Filter Items Available to Add to Orders • Create saved search that returns a specific subset of items • Customize form of Sales Order • Add Saved Search as “Item Filter”

Custom Fields with Values from Saved Searches • Create summary saved search • Select this search on custom field • Limitations • • • Value is not stored (calculated dynamically at screen load) Value is not available in search results Value may change depending on access to records

Vendor Dashboard – New to 2017. 1 • Summarizes a given vendor • Data pulled automatically – No saved searches needed! • Extremely Customizable

Custom Segments • Unlimited number of custom classifications • Apply to records or transactions – Header and line level • Optional GL impact • Add Custom Segments as columns/dimension on a report – Can also filter for custom segments • Can be used on: – – – Auto-generated journals Saved Searches Statistical accounts Allocations Budgets Dynamic allocation schedules

Advanced Rev. Rec. – Edit Revenue Plans • Transactions>Financial>Edit Revenue Recognition Plans • Individual Plan vs. Bulk Plan Update

Advanced PDF/HTML Printing for Saved Search Results – New to 2017. 1 • Customize Printed Saved Search Results • Create Template From Saved Search • Print with template from results

Questions? William Tamulynas Net. Suite Senior Consultant William. Tamulynas@sikich. com www. sikichtech. com www. sikich. com

Thank You! Meet the Board Meet the Sponsors Presenters • • • • • Mike Kean – Sikich Stephen Enfield – POS Supply Ken Phu – Hub Pen Company Brian Waller – Rapid 7 Lindsey Kenny – Log. Me. In Sean Murphy – Reverse Funding Celigo DSI Global Avalara RF-SMART Non-Board Assistance Corporate Sponsor • • Mary Kemp – Sikich Lindsey Lamphere - Sikich Net. Suite Bernardo Enciso – Square. Works Keith Cruickshank – RISI Aimee – Cambridge Sound Derek De. Stefano – Carbon Black Mike Kean – Sikich William Tamulynas – Sikich Sean Murphy – Reverse Funding Ken Phu – Hub Pen Company

Closing Remarks • Recap of Event • Next Meetings (tentative) • Thursday, November 9, 2017 • • PLEASE RETURN YOUR NAMETAGS TO THE REGISTRATION DESK To be held at a hotel in Waltham, MA Will have a cocktail hour reception with expo center with sponsors • Please complete your evaluation form and leave at your seat • Questions, Initial Feedback and Suggestions for Next Meeting Topics and Presenters

Thank You! PLEASE LEAVE YOUR EVALUATIONS AT YOUR SEAT AND RETURN YOUR NAMETAG TO THE REGISTRATION DESK

BONUS SESSION: Advanced Technical Session Presented by: Sean Murphy from Reverse Funding & Ken Phu from Hub Pen

Agenda • Installing Suite. Script IDE (Eclipse) • Overview of Suite. Script 1. 0 Ø Client Side Scripts Ø Server Side Scripts Ø Suitelets Ø Restlets • Introduction to Suite. Script 2. 0 and co-managing with SS 1. 0 • Questions

Installing Eclipse for Net. Suite 1. Use Net. Suite Help Guide to install Eclipse i. iii. iv. v. Search “eclipse” Click on “Downloading Eclipse for Use with Suite. Cloud IDE” Follow instructions to download Eclipse Extract Eclipse to root drive Run eclipse. exe from directory c: eclipse If you receive an error you’re most likely missing a JRE.

Installing Eclipse for Net. Suite i. ii. If you receive an error you’re most likely missing a JRE. Go to www. java. com, click on “Free Java Download” “See all Java Downloads” Download and install the appropriate version i. e. 32 bit or 64 bit windows Updating Eclipse for Use with Suite. Cloud IDE https: //system 2. netsuite. com/app/helpcenter. nl? fid=bridgehead_4026080311. html 1. 2. 3. 4. Add the Suite. Cloud IDE Update Site. Install Suite. Cloud IDE Master Password Setting Up an Environment in Suite. Cloud IDE 5. 6. 7. 8. Setting Up an Account in Suite. Cloud IDE Importing Existing Net. Suite Projects into Suite. Cloud IDE Synchronizing Internal IDs from a Project Account in Suite. Cloud IDE Setting Suite. Cloud IDE Preferences 1. Tip: Setup different workspaces for Sandbox and Production

Suite. Script 1. 0: Overview Language: javascript Note: not all js libraries are supported within SS 1. 0. Data access and manipulation are conducted via nlapi… Script Types: • Client Side: Form Level • page. Init • field. Change • post. Sourcing • save. Record • Etc. • User Event: Server Side • before. Load • before. Submit • after. Submit • scheduled • Suite. Let • Rest. Let

Suite. Script 2. 0: Whats Different? Why should I change? Language is more Modern and Performs better • javascript 6 (HTML 5) The Suite. Script 1. 0 API • • • is no longer being updated by Net. Suite. From “Production Manager - Platform” -- ability to create new 1. 0 scripts will be disabled in an upcoming release. WILL go EOL at some point. – no date given. Data access conducted via modules: • This means the browser only loads what it needs at runtime and does NOT have to load the entire API on every call. Like other programming languages • • Sub List and Column indexing begins at 0. Booleans take a value of true or false • Enumerations -- enough said • record. Type. SALES_ORDER, • search. Operator. ISEMPTY

Suite. Script 2. 0: What's Different? Why should I change? New Script Types: • Client Side: Promise object • All Client side API support Promise • Asynchronous(Kinda) Client side code. • Server Side: Map/Reduce Script – • Map/reduce scripts provide a structured framework for server-side scripts that process a large number of records or data What's NOT supported: • Core Plug-ins • SSP scripts • Suite. Commerce Advanced

Suite. Script 2. 0: Anatomy Modules • SS 2. 0 is designed to be modular. SS 2. 0 implements its modular architecture with the Asynchronous Module Definition (AMD) specification. AMD is used to define and load Java. Script modules and their dependencies. For additional information regarding AMD, see http: //requirejs. org/docs/whyamd. html. Require(): • Use Require to define a custom Module as dependency for any script. Define(): • Use the define() function to load Suite. Script 2. 0 modules and create custom modules. When you use the define() function, it loads all dependencies before it executes any logic Return: • Put the function/event name at the end of the module to tie the function to the event i. e. return{ beforerecordload: usereventbeforeload }

Suite. Script 1. 0 / 2. 0: Cohabitation /Conversion Version Cohabitation Rules: Converting your scripts from 1. 0 to 2. 0 • Can have and use (entry point script and supporting library scripts) Suite. Script 1. 0 AND Suite. Script 2. 0 in the same Account. • Both versions can be deployed in the same account, in the same Suite. App, and/or on the same record. It’s a total rewrite. • No conversion from 1. 0 to 2. 0 exists • The Languages are significantly different • Cannot Mix Versions in the same Script or Call Stack • 1. 0 cannot call a 2. 0 custom module • 2. 0 cannot call a 1. 0 Library. Best Practice: • ALL New development in 2. 0 • If you have to update your 1. 0 code, more then 30% update, move to 2. 0 other wise stay with 1. 0 (FOR NOW)!

Suite. Script 2. 0: Custom Modules Replacement for Library Scripts: • Can have a single or multiple entry points. • Relative folder references • Custom modules can be located in a common folder in the File Cabinet • 2. 0 scripts cannot call 1. 0 Library Modules • 1. 0 scripts cannot call a 2. 0 custom modules • 2. 0 cannot call a 1. 0 Library.

Suite. Script 2. 0: Demo LETS SEE IT…. • User Event Script • Client Script • Promise API • Custom Module • Map/Reduce

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