Leveraging eXtendMobile with Maritz’s Trade Show Lead Capture Platform
Audience This article is intended for people that work in marketing, sales, event planning and/or communications that are responsible for coordinating or handling trade show exhibitions. Introduction In a previous post, I wrote an article about how we captured leads at the annual PPAI EXPO trade show and how we landed those directly into NetSuite. I’ve […]
Automating Document Management in NetSuite: How Hydrapeak Uses eXtendFiles AI for Sales Order Processing
Introduction Manual sales order processing is a common bottleneck in document management workflows, especially when dealing with PDFs in NetSuite. Hydrapeak encountered this challenge firsthand—receiving purchase orders in various PDF formats and manually entering them into NetSuite. To streamline document processing and improve accuracy, Hydrapeak turned to eXtendTech’s eXtendFiles AI. Audience This article is intended […]
NetSuite Process Method: Hierarchical record balancing via workflow or mass update
Who Should Use This Guide? This article is for NetSuite Administrators or Developers looking to execute NetSuite hierarchical record balancing using native functions only (No code!). We define a few native NetSuite functions that can perform Parent Record to Sub-Record data synchronization. Whether you’re managing customer data, work orders, or other record types, this method […]
5 ERP Implementation Lessons from the Barry-Roubaix
Introduction On March 26, 2022, I participated in my first Barry-Roubaix gravel bike race. This race is known as the world’s largest gravel road race. The name “Barry-Roubaix” was selected as a reference to the famous spring classic Paris-Roubaix professional cycling race held in France. The Barry-Roubaix event has been held yearly in Barry County, Michigan and […]
Tech tip: Enabling a Print Button Function in Saved Search Results
Introduction We recently met with one of our customers looking to implement the electronic invoice service available within our Built-For-NetSuite PromoStandards SuiteApp. During the review of the exception handling process, we demonstrated several of the custom views that we provide as part of our bundled application solution that enables them to manage the inevitable invoice […]
Tech tip: Including Preview or Thumbnail Images in a Saved Search
Introduction During a recent demonstration of our eXtendFiles SuiteApp, the prospect to whom we were presenting was blown away by a simple saved search that we shared. Having learned the prospect had been running on the NetSuite platform for some time, we were taken aback at their amazement to something that we commonly utilize in […]
NetSuite Billing Operations – powerful billing automation using native NetSuite functionality
Introduction While eXtendTech often offers customizations and external integrations for NetSuite, we always prefer to stay native. That’s why today we are talking about the native NetSuite Billing Operations function. We use it too and it’s great! Over the years our team has watched NetSuite evolve by adding features and functions that, in the past, we would […]
Finally! – NetSuite to NetSuite Integration
Audience This article is relevant if you’re seeking to integrate one instance of NetSuite with another instance of NetSuite to produce Entities, Items, and/or Transactions. Background It’s kind of “a thing” when you’re a company using NetSuite and you notice one of your Customers or Vendors using NetSuite as well. A fleeting moment of “Hey, […]
NetSuite and Toggl Integration – Client, Project, and Timesheet Synchronization
Background “My favorite task is entering Time Sheets!”……said no one…..ever. When we first launched eXtendTech, we struggled with staying on top of our time sheets. Being new to the discipline, it was a major adjustment and was very time consuming. Beyond accounting for my own time, which I knew I could do better, I had to […]
Enabling ideation and collaboration in a virtual world
According to the Center for Exhibition Research, there were approximately 9,400 B2B trade shows and exhibitions held in the U.S. in 2019, contributing $101 billion to the nation’s GDP. These shows were where companies could showcase their latest offerings, reconnect with old customers and meet new ones. Customers would shop – either casually or seriously – to learn […]