top of page
Home
Themis Managed Data Platform
What is Themis
Themis for CPG
Solutions
Data Practice
ERP and Enterprise Applications
Managed Staffing
Building in Security
Mapping Business & Technology
Enabling Digital Culture
Developing Software
Resources
Featured Resources
Webinars
About
Our Team
Blog
Newsletter
Events
Careers
Contact Us
More
Use tab to navigate through the menu items.
Log In
Log In
NetSuite Environment Survey
Submit
Questions
Do you have a list of issues and tickets on NetSuite filed or raised by end-users for the last 6 months?
Can a user account be created for a precursory review of your environment by one of our functional consultants?
What modules from NetSuite core are being used today?
Record to Report
Journal entries
Intercompany Journals
Bank Reconciliation
Budgets
Financial Reports
Comments
Name
Company Email
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
unsure
If not using any of the bullet points above, please specify why:
Design to Build
Basic Inventory
Advanced Inventory
If using advanced inventory, do you use inventory transfers and transfer orders?
Multi-location inventory
If not using any of the bullet points above, please specify why:
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Procure to Pay/Return to Credit
Do you use purchase requests or requisitions?
Purchase Order
Purchase order approval routing
Expense Reports
Item Receipts
Vendor Bills
Vendor Prepayments
Vendor Return Authorization
Vendor Payment
Electronic File Transfer Payments
Vendor Credit
Fixed Assets Management
If not using any of the bullet points above, please specify why:
Yes
No
Unsure
Yes
No
Unsure
Standard
Custom
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Order to Cash/Return to Credit
Sales Order
Sales Order Approvals
Invoice
Customer Payment
Return Authorization
Credit Memo
If not using any of the bullet points above, please specify why:
Yes
No
Unsure
Standard
Custom
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Salesforce Automation module (includes Lead to quote, opportunity records, estimates/quotes, sales team, and quota)
Support Management module
Any add-on modules that you are using? Please specify
What are the modules mostly in use now and are prioritized to be fixed or enhanced?
Do you have data object owners within NetSuite?
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
NetSuite Data Management
Redundancy - Do you use NetSuite’s duplicate detection Feature?
If the answer to redundancy is yes, do you perform the merging of duplicate data using the NetSuite merging feature?
Do you perform periodic reviews of your data with no activities for a certain period of time? (Example: Customer with no sales activities for the last 6 months)
Do you allow deletion of entities (Customer, vendors, contacts) and item records in NetSuite?
Do you allow deletion of transactions in NetSuite?
If the answer to deletion of entities is yes and deletion of transactions is yes, what control is currently in place to ensure any deletion is valid?
Item Records: Which of the following item types are currently used in NetSuite:
Non-Inventory?
Inventory
Service
Assembly
Item Group
Do you use Matrix items?
Do you use inventory reports in NetSuite? If yes, please specify. If no, please provide the source of inventory reports.
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
Yes
No
Unsure
The modules below are not part of the ERP system but also available in NetSuite system, please confirm if the organization is also utilizing any of the following:
1222oldHome
Accelerating Problem Solving
Advisroy Focus Group
ERP Webinar - RSVP
Ad2v2-Cybersecurity
Ad4-digitalculture
Ad3v4-Cybersecurity
Ad4-Survey
Ad#4&5
Ad#6
The Five Dysfunctions of a Team
CMAQ-Data-DataManagement
CMAQ-Data-Netsuite
Remediation Guide
Case Study
Privacy Policy
Careers Processing
Subscribe
Home
Data Practice
ERP and Enterprise Applications
Managed Staffing
Building in Security
Mapping Business & Technology
Enabling Digital Culture
Featured Resources
Webinars
Oct-NeverletaCrisisGotoWaste
Oct-SecurityBreach Webinar
Webinar - June
Webinar - March
Webinar - December
About
Our Team
Newsletter
Events
Working with PB
More
Contact Us
Webinar Events
Blog
The Secret of Data Process Webinar
What is Themis
Themis for CPG
Themis for Health Services
Solutions111
Solutions
bottom of page