NetSuite Admin Live Course

A Practical Pathway to NetSuite Mastery for Administrators

A 6-week journey for aspiring NetSuite administrators, finance professionals, and power users. Each module builds from core system understanding to advanced customization and technical literacy - with practical deliverables and real-world outcomes after every session.

6 weeks
Live cohort-based, online

Course Overview

NetSuite Admin Cohort is a six-week journey for aspiring NetSuite administrators, finance professionals, and power users. Each module builds from core system understanding to advanced customization and technical literacy - with practical deliverables and real-world outcomes after every session. Transform from NetSuite user to empowered admin with hands-on projects for every key skill.

Instructor

Avishai Asaf

Avishai leads the Invoq engineering practice with ten years inside NetSuite - partner-side and customer-side. Thousands of hours across NetSuite implementation and development for public and private companies, with the team behind him scaling that expertise across more clients each quarter.

Course Syllabus

Week-by-week breakdown of what you'll learn

1

Core Admin Foundations

Topics covered:

  • Roles & Permissions: Grasp role-based access, set up roles, and manage access control
  • Lists & Records Basics: Understand NetSuite's data structure, main record types, and best practices for management
  • Navigation Efficiency: Master global search, personalization, and quick navigation tips
  • NetSuite AI Connection: Using Claude and NetSuite MCP to boost productivity

Outcome:

Develop a clear mental model of NetSuite's organization and control.

2

Saved Searches, Reports & Dashboards

Topics covered:

  • Saved Searches Deep Dive: Leverage filters, joins, formulas, and summaries for actionable data
  • Report Builder Essentials: Customize and schedule reports for stakeholder delivery
  • Dashboards: Build KPIs, reminders, and role-based dashboards for daily use
  • SuiteQL intro: Leverage AI to write better queries exporting the data exactly as required

Outcome:

Create custom searches, reports, and dashboards for everyday workflow.

3

Data Management & Integrity

Topics covered:

  • CSV Imports: Import data safely and troubleshoot common issues
  • Mass Updates & Inline Editing: Efficiently update data in bulk
  • Data Quality Controls: Use exception searches and dimension checks for reliable data

Outcome:

Maintain clean, reliable data with confidence.

4

Customization Essentials

Topics covered:

  • Custom Fields: Explore types, sourcing, and formula fields
  • Custom Records: Learn when/why to use them, with real-life examples
  • Lists & Values Management: Manage lists for business taxonomy and reporting

Outcome:

Extend NetSuite functionality without over-customizing.

5

Process Automation (Workflows & Beyond)

Topics covered:

  • Workflows: Automate approvals, field defaults, and notifications
  • Workflows vs. Scripts: When to use each for business needs
  • Practical: Build a workflow that removes a real bottleneck

Outcome:

Automate at least one real admin/finance process.

6

Scripts, Integrations & Monitoring

Topics covered:

  • Script Types Overview: Introduction to User Event, Client, and RESTlet scripts
  • Scripting 101: Leverage AI to build automation scripts
  • Admin-Relevant Use Cases: Scripting for validation, defaulting, and more
  • Integration Basics: Compare CSV imports, RESTlets, and connector integrations
  • Monitoring Errors & Scheduled Jobs: Set up monitoring for integrations and scheduled jobs

Outcome:

Gain technical literacy to monitor and support integrations and scripts.

Course Highlights

Hands-on exercises for every session

Portfolio-ready searches, reports, dashboards, and customizations

Progressive curriculum from foundations to technical literacy

Real-world outcomes and practical deliverables

By Completion, You'll Have

  • Mastered NetSuite's core admin tools and architecture
  • Built and deployed custom searches, reports, and dashboards
  • Created custom fields, records, and automated workflows
  • Developed technical skills for script familiarity and integrations

Who Should Enroll

This course is ideal for:

Finance professionals ready to automate NetSuite
IT staff responsible for NetSuite admin and support
Business analysts and ops managers seeking better controls
Ambitious NetSuite users who want to become in-house experts

Ready to Master NetSuite?

Contact us to learn about upcoming cohorts and enrollment. We'll work with you to ensure this course is the right fit for your goals.