Leverage the cross-industry, ERP implementation and integration services expertise of Smart ERP Solutions to implement NetSuite into your organization’s management ecosystem. SmartERP is an approved and certified NetSuite Alliance and Implementation Partner, bringing best-in-class solutions and services to help your organization successfully implement NetSuite’s powerful cloud-based systems.

The Smart ERP Solutions NetSuite Global Services team offers solutions, consulting, implementation, integration, optimization, education and application support services with local and remote knowledge to help you succeed. Applying deep industry expertise, our NetSuite team helps customers implement and customize NetSuite for their unique requirements, providing a platform from which they can dramatically improve and grow their business. Our NetSuite Global Consultants have experience implementing NetSuite in many industries, including wholesale distribution, professional services, retail, software, IT services, high-tech and manufacturing. SmartERP has a vast range of business and technical skills at your disposal—from strategic and software experts to front-office and back-office functionality. Our SmartERP NetSuite team has a unique combination of tools, experience and capabilities that can unlock significant business value leveraging the NetSuite Solution. The diagram below outlines the functional business process areas by role that NetSuite and SmartERP provide to help our clients successfully integrate and optimize their business processes.

SmartERP NetSuite Services: With over a decade of experience implementing ERP solutions for small, mid-size and large cross-industry clients, SmartERP has the right mix of domain knowledge, functional expertise, and technical skills to plan, implement, optimize, integrate, educate and support your NetSuite solution. SmartERP understands your unique needs and challenges – whether a small or medium-sized business, cross-industry privately owned or non-profit organization – and work to find the answer for your specific needs and business goals.

Together we work to optimize your resources on a project, reduce the overall impact on the organization during implementation, and prepare you to adopt and own the solution going forward. Our goal is to implement a robust solution at a competitive price that not only solves your current challenges but also prepares you for the future. NetSuite Implementation Services Leverage SmartERP’s team of global business consulting and systems experts to get the maximum value from implementing NetSuite – Financials, CRM, E-commerce, Supply Chain, Distribution, Manufacturing and HR. NetSuite Optimization Services If your organization currently uses NetSuite but isn’t making the best use of its powerful capabilities, our team can help you improve its functionality to best meet your organization’s needs. NetSuite Systems Integration Services Adopting new technologies into your current environment can be a challenge. SmartERP helps you successfully integrate NetSuite into your existing ecosystem and properly configures them to meet your organization’s specific needs. NetSuite Application Management Services Your team may not have a NetSuite Administrator or support staff onsite to regularly manage your solution. SmartERP’s certified support consultants can manage key tasks and responsibilities needed to tailor, maintain, optimize and support NetSuite for your business needs.


Why Partner with SmartERP for your NetSuite Solution Needs

Smart ERP Solutions can help you with Planning and Budgeting
SuiteSuccess for NetSuite
Planning and Budgeting

NetSuite Planning and Budgeting enables organizations of all sizes to quickly adopt a world-class planning and budgeting application offering market-leading functionality across lines of businesses. Now a part of SuiteSuccess, Planning and Budgeting can be deployed via two separate versions, ensuring that you receive your Planning and Budgeting offering in a manner that best suits your particular business needs and budget.

Planning and Budgeting Starter Edition

Planning and Budgeting Starter Edition is implemented following our tried and tested activation process, a rapid implementation method that better enables your business and end users on a shorter timeline.

Features included:

> Financial Reporting
> Variance Analysis & Reporting
> Trended Revenue/COGS Planning
> Trended OpEx Planning
> Balance Sheet and Cash Flow
> Planning and Budgeting Premium Edition

Planning and Budgeting Premium Edition is intended to provide a holistic planning and budgeting solution that is primarily developed for your specific industry. While already being a comprehensive offering tailored toward your industry, this edition of Planning and Budgeting also allows for moderate customization to your business and acts as a springboard to accelerate future growth.

Delivery Motion and Speed: Scoping Required

Planning and Budgeting Premium Edition is implemented by expert NetSuite Services consultants. Your dedicated implementation team will align all solution customizations and timelines, and will devote themselves to warrant an on-schedule implementation.

Features Included:

> Industry-Specific Models
> Verticalized Metrics (SaaS, Other)
> Project Planning
> Cash Projections
> Verticalized OpEx and Expense Planning
> Verticalized Revenue Planning
> Driver and Trended Forecasting
> Financial Reporting & Variance Analysis
> Indirect Cash Flow
> Workforce Planning
> Smart View Office Integration

Industries Designed For:

> Software
> Agencies
> Services
> Nonprofit
> Wholesale Distribution
> Manufacturing
> Retail

Information source:

Netsuite Extensions

SmartERP has extensive experience with developing extensions to add more functionality to Netsuite’s delivered functionality. Here are a few worth noting.

OAC Connector for NetSuite

Business Scenario

There is a need to get the NetSuite data including the financial, sales, inventory etc. to be integrated with the Oracle Analytics Cloud for analysis and reporting. Need was to develop an Integration Tool (not using DataSync) for connecting the OAC (Oracle Analytics Cloud) enterprise with NetSuite ERP, if data in NetSuite is to be analyzed using a cube with multiple dimensions and data visualization.


The solution provides for a connector tool which uses the NetSuite JDBC/ODBC connect features and OAC APIs (Essbase Cube) to transfer the financial, sales, inventory data in the NetSuite ERP system to the Essbase Cube for data analytics.


  • Custom API based connector to fetch data directly using ODBC/JDBC layer from NetSuite and load it into OAC (Essbase Cube) using the oracle delivered Essbase Cube APIs.
  • SOX compliant since there is no human interaction needed to migrate and manipulate the data from NetSuite into OAC (Essbase Cube)
  • The connector can be called on-demand basis or can be scheduled to run automatically
  • The connector we developed will reduce the implementation time by half as we don’t have to worry about running the reports in NetSuite and downloading them to .CSV file and then uploading it to OAC (Essbase Cube) using Data Sync tool
  • Also, the connector can be extended to as many modules from NetSuite as possible to load into OAC (Essbase Cube). We build it for Financial Module but can be extended to others.

Potential Reporting

  • GL/Financial Reporting – Trial Balance, etc.
  • Accounts Payable Aging by Invoice
  • Account Receivables Aging by Invoice
  • Expenses by Vendor Report
  • Profitability by Customer Report
  • Sales Analysis
  • Inventory Analysis

Post Dated Check Extension

Business Scenario

As part of NetSuite invoice payments feature, there is a business need for EMEA (Middle East Asia) to address a functional gap of capturing and applying post-dated-checks from customers to a single invoice over pre-defined future dates. The system should provide a placeholder for capturing the post-dated cheque details, used for paying an invoice, as well as the status of the individual cheques (cleared, cancelled, dishonored). The solution should ensure the invoice payments, accounting impact, and customer balance updates properly. The solution should enable the bank reconciliation to happen for the specific cheques.

Existing NetSuite Process

The NetSuite system does not provide a placeholder for capturing the post-dated cheques used for paying individual invoices. It does allow for installment payments of invoice but has the limitation of the amounts and periods to be distributed equally (e.g. EMIs). It also does not have the flexibility of designating individual invoices for a sales order to be paid using PDC (post-dated cheques).


  • The solution will overcome the limitations in the existing NetSuite process, by enabling the AR (receivables) accountants, to capture all the relevant cheque details for the post-dated cheques used for paying an invoice.
  • It will allow for designating individual invoices to be paid using post-dated cheques.
  • It provides for flexibility of accounting the payments either as ‘Undeposited Funds’ or be captured in the ‘PDC Accounts’.
  • It provides for validating the dates on which the cheques can be deposited to the bank and any further actions applicable on the individual cheques.
  • It provides for flexibility of adding additional cheques in case of existing post-dated cheques being cancelled/dishonoured. It provides for validating the cheque amounts to not exceed the invoice balance, ensuring that, any adjustments of the invoice happening outside of this feature is also taken care of.
  • The solution ensures that the relevant AR (Accounts Receivables) account and bank accounts are properly updated per the individual cheque payments/cancellations/dishonored.
  • The solution ensures that the customer balance and aging are properly updated.
  • The solution allows for the bank reconciliation feature provided by the NetSuite to consider the individual post-dated cheque transactions.
  • It provides the flexibility of depositing the individual post-dated cheques to different bank accounts per the need of the business.
  • It provides for the users to capture the correct dates on which the cheques have been deposited/cleared to enable proper bank reconciliation. It provides a one stop solution for the AR accountant to take care of all the above scenarios.
  • It provides for reminders to the AR accountants, detailing any cheques to be deposited in the next week.
  • It also sends out the email notification to the individual customers providing details of the post-dated cheques, which are due to be deposited to the bank, to enable them to ensure adequate balance.

E-Verify Integration for NetSuite

Business Scenario

As part of employee creation in the NetSuite ERP, there is a need to get the employees to be I-9 verified using the Smart E-Verify system. The new employee data will be captured in an HR Employee details form filled by the individuals, which will then be entered in NetSuite by the HR personnel. There should be provision for capturing all the required details mentioned in the “Section-1” employee I-9 verification and must be validated per the USCIS requirements for e-verification. Once validated, the same details should be sent over to the Smart E-Verify system, and the HR administrators responsible for the I-9 verification, should then proceed with the pre-filled data in the Smart E-Verify, to get the individuals verified.

Existing NetSuite Process

The employees for any subsidiary are created by the HR (Human Resource) personnel, using specific NetSuite Roles. NetSuite also allows the employees to be imported into the system, using excel templates. The employees are created, by providing all the required details, including some additional details for US employees like: Resident Status, Social Security Number, Alien Number, Authorized to work until… etc. The NetSuite system does not provide for capturing all the required details to be used for the mandatory I-9 verification for all the US new hires. Also, it does not validate the data entered in some of the existing fields as mentioned above.


  • The solution will overcome the limitations in the existing NetSuite process, by enabling the HR personnel, to capture all the relevant and required details for the new hires in the US based subsidiaries, for getting the mandatory I-9 verification done via, SmartE-Verify application.
  • It will get all the required employees’ I-9 Section -1 data integrated and pre-filled in the Smart E-Verify.
  • It provides for validating the employee data in the I-9 verification form, per the existing guidelines of USCIS Department of Homeland Security, before being sent over to the SmartE-Verify application. Details below.
  • It provides for I-9 integration to work, when the employees are being imported into the NetSuite system, using the csv templates.
  • Provides for re-triggering the data integration process for any unforeseen integration failure.
  • The solution in no way impedes the hire/creation of employees for any other subsidiary, allowing the business as usual approach for non-US subsidiary employees.
  • Provides for secure access to the designated personnel to add/view the employee data.
  • Allows for employees to be created using the NetSuite Mobile App.
  • Context help for the I-9 fields, tailored to reflect the help shown in a USCIS I-9 application form.


Employee Data Validations

Key validation requirements as part of I-9 verification integration are

  • Employees (new hires) of the Subsidiaries based in United States, created/imported into the NetSuite system should be allowed to capture all the relevant and required details, mandatory to complete the I-9 e-verification.
  • The data/values captured for the I-9 verification must be mandatorily validated against the below per the requirement of USCIS. ⦁ Mandatory fields should be employee Phone Number, Email Address, Home Address, birth date, Resident Status.
    • Home Address must be provided of residence country, which must be either of US, Mexico or Canada. The ZIP code of the provided address should be validated according to the required format (5- digit for US and Mexico, and alphanumeric zip code in the format 1A1A1A for Canada).
    • Birth Date: should be validated for the correct date format, as well as, to ensure that the date provided is neither in future nor beyond 120 years in the past.
    • Phone Number, if provided should be consisting of 10 digits.
    • Social Security Number, if provided should consists of 9 digits, with no alphabets or special characters. Allow for capture of details for employees who have applied for but have not yet received a Social Security Number.
    • Attesting to the Citizenship or Immigration Status.
      • A citizen of the United States.
      • A noncitizen national of the United States.
      • A Lawful Permanent resident: The system should make it mandatory to either enter the 7-9-digit USCIS number or Alien registration number (A number) in the proper format.
      • An alien authorized to work: The system should make it mandatory to enter one of the following:
        • 7-9 digits Alien Registration Number/USCIS number; or
        • 11 digits Form I-94 admission number; or
        • Foreign Passport Number and the Country of Issuance
        • Work Authorization Expiry date/No Expiration date.


NetSuite E-Verify Swimlane Design