It’s official. Spring has sprung. And if you’re anything like me, it’s time to do some serious spring cleaning.
I don’t know what happens during those long winter months, but come April, my kids have outgrown all their clothes, socks no longer come in pairs, and I have a sticky mess in every – single – cupholder we own.
But spring cleaning doesn’t just apply at home. Your business systems need a thorough clean from time to time too (and probably your desk).
As you freshen your closets, cupboards, and cars for the approaching warm weather, you should set aside time to spring clean your NetSuite environment.
Need a list of chores?
We’ve got you covered.
Your ERP Spring Cleaning To-Do List
- List > Search > Saved Searches
Are there any searches listed here that haven’t been used for a while? Once you confirm they aren’t used by a script or workflow, scrub away. It’s unnecessary clutter.
- Are there any items in your ERP that haven’t had transactions or inventory in the past year? Mark them as inactive. This will make order entry for both sales and purchases much more streamlined.
Customers, Vendors, Employees
- No action? Out of business? No longer with the company? You get the drill. Inactivate and move on. Man, it feels good to toss.
Saved CSV Imports
- Are there private imports from employees that are no longer with you? Clean house.
- Are there custom roles that are no longer being used or are no longer relevant? You know what to do.
Sales and Purchase Orders
- One unit left to fulfill on a sale from 12 months ago? Still waiting on a P/O item from 2 years ago? Close them out.
- We assume this is part of your regular month-end or year-end maintenance, but sometimes we all need a reminder to pick up our clothes.
Keep your General Ledger looking tidy and:
- Reconcile your bank and credit card accounts
- Review your Account Receivables and Payables, Customer Deposits, and Employee Advances to make sure everything is current, accurate, and addressed
Keeping this list of chores in mind this spring will keep your NetSuite ERP looking fresh and running clean. But sometimes a deep scrub is in order.
In those instances, we bring out the big guns with FLODocs, a simple add-on solution built for NetSuite. It runs through your entire system to show which scripts are no longer being used and what fields are inactive – along with a great laundry list of other features. It’s an ideal solution for those of us who may have neglected our spring cleaning duties for a while.
Now if only I could get my kids to stop tracking dirt into the house.
Trina Michels is a NetSuite business consultant with Eide Bailly Technology Consulting. A working mother of two, she lives and breathes functional ERP. With a sense of humor and analytical nature, Trina streamlines business operations that often go overlooked. It goes without saying she’s pretty popular with clients.