Project-Based ERP Software Resources

Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Project-Based ERP Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.

Contents

Project-Based ERP Software Articles

What Is ERP Implementation? Steps, Strategies, and Risks

The implementation of a software system—particularly one as complex and expansive as an Enterprise Resource Planning (ERP)—requires a holistic knowledge of not only the software in question but also an intense understanding of your organization’s business operations and workflows.

by Piper Thomson

Highlights From the G2 Spring 2022 ERP Reports

Enterprise resource planning (ERP) is probably one of the most mature software markets, which usually experiences few significant advancements other than the occasional merger or acquisition. At the same time, many changes in the industry may not be considered groundbreaking but can considerably impact ERP buyers and users.

by Gabriel Gheorghiu

Project-Based ERP Software Glossary Terms

Supplier Management

Supplier management plays a valuable role in the procurement process by overseeing supply chain relationships. Learn more about its benefits.

by Alexandra Vazquez

Purchase Order

A purchase order is an official document given to a seller by a buyer, pledging to pay for the sale of particular products or services that will be delivered in the future. Learn more about what a purchase order is, the types, the formats they come in, and their benefits.

by Amal Joby

Project-Based ERP Software Discussions

Question on: NetSuite

How to create a calls target vs actual report

As above!!!!! Sounds simple? Please help with a solution - see other info on this feedback to put into context. Appreciate your help!

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Hi Mark, This would all depend on how you want to report on it, you could use the system notes fields if you don't want the phone calls to sit there in the 'scheduled' state and have to create another completed phone call. Let me know if you need any help, Thanks, Mike.

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Answered: Michael Lewis on November 19, 2019

Your answer

Question on: NetSuite

Is a Mass Update to Close Work Orders a possibility in a future upgrade?

To close unused work orders currently you must go into each work order and close it which is time consuming. There is no way to mass-close work orders even though you can mass-release work orders.

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Hi Angela, You can definitely do this in either a workflow, or using custom script. Let me know if you need any assistance! Thanks, Mike.

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Answered: Michael Lewis on November 19, 2019

It could be possible to mass update to close work orders through a SuiteFlow.

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Answered: Paul Doucet on September 27, 2019

See more answers (1)

Your answer

Question on: NetSuite

How do I pull financials for the same period year over year

Currently the reporting feature does not allow you to pull data from January 2019 and January 2018 in the same report. How can this be resolved within one report?

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Run the report you want, hit 'customize', select edit columns along the top grey bar, expand "Financial" under the Add Fields menu, drag and drop "Amount" into the report preview, then select 'relative to report date' in the 'Alternate Period Range Type'. You can select the alternate period range to be whatever you'd like 'Same Period Last FY' will give you Jan 19 Jan 18. Sounds tedious but it honestly doesn't take that long. Then you can save report so you won't have to customize it again. Hope this helps!

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Answered: Kristopher Houchin, MBA on November 29, 2021

You can run a Comparative Income Statement and then customize the "Comparative Amount" column to include the period range you wish to compare to. Below are step by step instructions: 1) Reports > Financial > Comparative Income Statement 2) In the filters at the bottom, select the current period you want to compare a prior period to (i.e. January 2019 to September 2019), then click on "Refresh" 3) Click on "Customize" at the bottom 4) Select "Edit Column" 5) Click on the column entitled "Comparable Amount" to select 6) Scroll down and change "Alternate Period Range Type" to "Relative to Today's Date" - doing so simply makes visible in the "Alternate Period Range" below it the "(Custom)" option to enter your period range 7) Change alternate period range to "(Custom)" and select the periods to include - you will need to highlight all the periods you wish to include (i.e. January - September 2019 you would need to select all the periods). To do this you need to click on the first period (i.e. January 2019) then hold down the "Ctrl" key and select each of the other periods (i.e. February 2019, March 2019, April 2019 through September 2019). 9) Preview the report and if it is what you wanted You can then either simply export it to Excel and save or you can return to customization and Rename the report at the top (i.e. Income Statement YTD 9-30-19 vs 9-30-18) and Save if you want to be able to rerun in the future. I typically Preview the report and export to Excel, because I don't want to have a saved report for every comparison I run. I just customize this Comparative Income Statement each time I wish to do a comparison and never save.

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Answered: Jon Ferguson on November 29, 2021

Look at this blog https://consulesolutions.com/comprative-incomestatement-balancesheet/

Project-Based ERP Software Resources

Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Project-Based ERP Software

Project-Based ERP Software Articles

What Is ERP Implementation? Steps, Strategies, and Risks

Highlights From the G2 Spring 2022 ERP Reports

Project-Based ERP Software Glossary Terms

Project-Based ERP Software Discussions

Project-Based ERP Software Reports