KES NETSUITE EXTENSION

ERP Toolkit

EXTEND YOUR NETSUITE FUNCTIONALITY

Manage Data Easily

The KES ERP Toolkit for NetSuite gives you more control over presenting, reporting, and updating your NetSuite data by managing imports, streamlining bulk record operations and offering saved searches. Best of all, the standard version is free for KES customers! Built by KES Systems Solutions (KES) as a NetSuite extension, there is no separate integration needed, and we leverage standard NetSuite functions and data as much as possible. Simply follow the deployment guide to quickly deploy the toolkit in your NetSuite environment and better manage your data.

KES NetSuite SuiteApp Extensions

KES ERP Toolkit Key Features

DASHBOARD PORTLETS

KES ERP Toolkit includes calendar, pivot, list, and iframe portlets allowing you to have more powerful visualizations on your dashboard. They are all based on underlying saved searches, so you can virtually create any data set. There are several pre-built portlets (invoices due, bills to pay, basic cash forecast, etc.) included in the toolkit. Each portlet can be configured to personalize your presentation, and all of these features can be achieved without development resources.

USEFUL SCRIPTS

KES ERP Toolkit includes many useful scripts in our free version.

  • Sync External ID's: Automatically sets the external ID on a record based on another field, to make integrations or imports easier.
  • Mass Edit/Save: Can force a group of records to edit/save to kick off a related workflow/script.
  • Mass Delete Records: Is essential if a large set of data needs to be deleted. The script can run as either scheduled script or mass update.

OTHER STANDARD FEATURES

KES ERP Toolkit has several additional features included in our standard version:

  • Delete Button: Deploys to any record type to make a delete button available while viewing records. This feature honors user role permissions, so will not allow deletes if user role is not allowed to do so for the record type.
  • Attached Files: When enabled, ensures that when a record is copied, any attached files on the original record are not attached to the copied record (standard NetSuite copies any attachments).
  • Custom Roles: Includes several default roles that we believe better represent "typical" permissions than the standard NetSuite roles
  • Handy Searches: Includes several prebuilt useful saved searches that we often see.
  • Execute Map/Reduce Scripts: Adds a portlet that displays all scheduled and map/reduce scripts to make it easier to manually kickoff these scripts.”
  • Easy IC Journal Auto Balance: Makes it easy to auto-balance interco JE’s without having to setup and manage intercompany vendors/customers.
  • NetSuite Tier Transaction Counts Pivot: Allows for a quick and easy estimate of your transaction counts for NetSuite tier management.

PREMIUM FEATURES

KES ERP Toolkit includes many enhanced features in our premium version.

  • Search as a Service: Allows any saved search to be made available as a RESTlet endpoint that can be queried by an external system.
  • Survey Management: Creates email surveys easily and then capture responses for reporting and analysis.
  • Pivot Charts: Builds upon our pivot table to present data as charts for even more of a visual impact.
  • Line Level Segments Mandatory and/or Defaulted Allows easy mandatory setting of line level segment fields for specified transaction types as well as setting of default segment values.

KES ERP Toolkit Editions

STANDARD

  • KES Pivot Portlet
  • KES Calendar Portlet
  • KES List Portlet
  • KES iFrames Portlet
  • Set External ID's
  • Mass Edit/Save
  • Mass Delete
  • Delete Record In View Mode
  • Remove Attachements On Copy
  • Execute Map/Reduce Scripts
  • Easy IC Journal Auto Balance
  • NetSuite Tier Transaction Counts Pivot

PREMIUM

  • KES Pivot Portlet
  • KES Calendar Portlet
  • KES List Portlet
  • KES iFrames Portlet
  • Set External ID's
  • Mass Edit/Save
  • Mass Delete
  • Delete Record In View Mode
  • Remove Attachements On Copy
  • Execute Map/Reduce Scripts
  • Easy IC Journal Auto Balance
  • NetSuite Tier Transaction Counts Pivot
  • Saved Search As A Service
  • KES Pivot Charts
  • KES Survey
  • Line Level Segments Mandatory
  • Intercompany Bank Transfers

Ready to learn more? Watch our video demo of the KES ERP Toolkit in action.

Learn more about KES NetSuite Extensions by viewing our educational materials.

“KES really understands what the word partner means. It’s been a fantastic experience working with each and every one of their team members. Our partnership with KES was one of the best business decisions we’ve made.”

Ryan Evan, CFO
Uncommon James