Nonprofit: Fundamentals Certification Training Course Overview

Nonprofit: Fundamentals training course is designed to learn key implementation tasks to provide the foundational knowledge needed to optimize NetSuite for your users’ business needs. In this training class, you will learn the critical skills needed to set up, plan, and execute business process operations in NetSuite.

Target Audience:

  • Anyone who want to learn about the features and capabilities of the NetSuite Nonprofit solution prior to implementation
  • A newly-hired administrator who needs to learn how to manage an existing NetSuite Nonprofit instance

Nonprofit: Fundamentals (24 Hours) Download Course Contents

Live Online Training Fee On Request
Group Training Date On Request
1-on-1 Training (GTR)
4 Hours
8 Hours
Week Days
Weekend

Start Time : At any time

12 AM
12 PM

GTR=Guaranteed to Run
Classroom Training (Available: London, Dubai, India, Sydney, Vancouver)
Duration : On Request
Fee : On Request
On Request
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Course Modules

Module 1: Getting Started
  • How NetSuite Fits Your Organization
  • Basic Navigation
  • Overview of Account Configurations
  • Review NetSuite’s Data Model
  • NetSuite Roles and Permissions
  • Financial Tools
Module 2: Business Processes
  • Other Financial Tools Overview
  • Items for Revenue and Expense Management
  • Constituent Management
  • Cash Donations
  • Pledges and Payments
Module 3: Business Processes and Go-Live
  • Opportunities and Grants
  • Projects, Time and Expenses
  • Purchase and Expense Management
  • Vendor Credits and Refunds
  • User Adoption
  • Additional Access and Functionality
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Course Prerequisites
  • Basic Computer Knowledge.
  • Establish baseline knowledge of NetSuite core functionality?
  • Confirm company-wide configuration settings and user-level preferences?
  • Identify the features and business processes built into the application?
  • Complete key initial implementation tasks?
  • Perform key end-user tasks critical to nonprofit operations?
  • Use analytics to obtain important metrics?
  • Prepare for the ongoing maintenance of the account?