Oracle NetSuite Course

Lesson 1 • User Interface and Navigation

Teaches the global header, navigation menus, dashboards, and search tools. Students gain the fluency needed to move efficiently through any NetSuite module.

Lesson 2 • Company Setup and Preferences

Walks through general preferences, accounting periods, and subsidiary structure. Proper setup here prevents costly rework in later configuration stages.

Lesson 3 • Core Record Types and Data Model

Introduces entities, transactions, items, and lists as the four pillars of NetSuite data. Understanding these relationships is prerequisite to all module-level work.

Lesson 4 • NetSuite Architecture and Cloud Model

Covers the multi-tenant SaaS model, data centres, and release cycles. Establishes the technical context needed for every subsequent configuration decision.

Lesson 1 • Accounts Payable Workflow

Covers vendor bills, payment runs, and ageing reports. Students manage the full payable cycle from bill entry through payment and reconciliation.

Lesson 2 • Chart of Accounts Configuration

Covers account types, numbering conventions, and segment tagging. A well-structured chart of accounts drives accurate reporting throughout the system.

Lesson 3 • Accounts Receivable Workflow

Covers invoicing, cash receipts, and customer ageing. Students close the revenue cycle and apply payments accurately to open balances.

Lesson 4 • Journal Entries and Adjustments

Teaches standard, reversing, and intercompany journal entries. Students apply debits and credits correctly and understand posting impact on financial statements.

Lesson 1 • Customer and Prospect Records

Covers creating and managing customer records, contacts, and relationships. Clean customer data is the foundation of accurate order and revenue tracking.

Lesson 2 • Returns and Credit Memo Processing

Teaches return authorisations, item receipts, and credit memo application. Proper return handling keeps inventory and receivables accurate.

Lesson 3 • Pricing and Discount Configuration

Teaches price levels, quantity pricing, and promotional discounts. Correct pricing setup ensures orders reflect negotiated terms without manual overrides.

Lesson 4 • Sales Orders and Fulfilment

Walks through sales order entry, approval, and item fulfilment. Students link fulfilment to inventory and understand the impact on committed stock.

Lesson 1 • Procurement Reporting and Controls

Covers spend analysis, open PO reports, and vendor performance metrics. Data-driven procurement decisions reduce costs and supplier risk.

Lesson 2 • Purchase Requisitions and Approvals

Teaches requisition creation, routing, and approval hierarchy configuration. Structured approvals enforce budget controls before commitments are made.

Lesson 3 • Purchase Orders and Receipts

Covers PO creation, vendor acknowledgment, and item receipt matching. Three-way matching between PO, receipt, and bill prevents overpayment.

Lesson 4 • Vendor Records and Catalogues

Covers vendor record setup, payment terms, and approved vendor lists. Accurate vendor data prevents payment errors and supports audit trails.

Lesson 1 • Item Setup and Classification

Covers inventory, non-inventory, assembly, and kit item types. Correct item classification drives accurate costing, fulfilment, and reporting.

Lesson 2 • Demand Planning and Reorder Points

Teaches reorder point setup, preferred stock levels, and demand planning reports. Proactive replenishment prevents stockouts and excess inventory.

Lesson 3 • Multi-Location Inventory Tracking

Teaches location-level stock tracking, bin management, and inter-location transfers. Students manage stock across warehouses without losing visibility.

Lesson 4 • Inventory Adjustments and Counts

Covers inventory adjustment entries, cycle counts, and physical inventory reconciliation. Regular counts keep book inventory aligned with physical reality.

Lesson 1 • CRM Reporting and Activity Tracking

Covers activity logs, sales rep performance, and customer satisfaction metrics. Reports connect CRM outcomes to financial results for executive review.

Lesson 2 • Opportunity and Pipeline Tracking

Teaches opportunity stages, probability weighting, and forecast categories. Accurate pipeline data supports reliable revenue forecasting.

Lesson 3 • Quotes and Proposal Generation

Covers estimate creation, line-item configuration, and quote-to-order conversion. Streamlined quoting shortens the sales cycle and reduces pricing errors.

Lesson 4 • Case Management and Support

Teaches case creation, escalation rules, and resolution tracking. Integrated support cases link to customer records for full relationship visibility.

Lesson 1 • SuiteAnalytics Workbook Basics

Introduces the workbook data model, pivot tables, and chart visualisations. Workbooks extend reporting beyond standard reports for ad hoc analysis.

Lesson 2 • Standard and Custom Reports

Covers the report builder, financial report layouts, and custom column formulas. Students produce board-ready reports without exporting to spreadsheets.

Lesson 3 • Saved Search Fundamentals

Covers search type selection, filter criteria, and result columns. Saved searches are the primary data-retrieval tool for operational and audit use cases.

Lesson 4 • Dashboard Design and Portlets

Teaches portlet types, layout configuration, and role-based dashboard publishing. Well-designed dashboards give each user instant visibility into their KPIs.

Lesson 1 • Workflow Automation with SuiteFlow

Covers workflow triggers, states, actions, and condition branching. SuiteFlow automates approvals and notifications without requiring code.

Lesson 2 • Custom Forms and Transaction Layouts

Teaches custom transaction forms, field visibility, and role-based form assignment. Tailored forms simplify data entry and reduce user errors.

Lesson 3 • SuiteScript Fundamentals

Introduces script types, the SuiteScript API, and deployment basics. Students understand when scripting is appropriate and how to manage deployed scripts.

Lesson 4 • System Administration and Maintenance

Covers user management, audit logs, system notes, and sandbox refreshes. Proactive administration prevents configuration drift and security gaps.