Unboxing a new Netsuite account
Learn where to find NetSuite provisioned Billable Components, Add-On Modules, and Add-On Bundles in the user centre.
NetSuite Setup: Key Modules | Where to find provisioned modules
In this article, I’ll show you how to find the provisioned modules on your account (a pro tip included!).
ERP systems have become vital tools for enterprises as they automate important business operations and act as central repositories for financial and operational data from across the organization.
Perhaps the biggest advantage of NetSuite over other ERP solutions is its modular and highly scalable architecture. You only pay for the modules your organisation needs and scale up as you go, which translates to huge savings in license costs.
After setting up your authentication on a new NetSuite account, I often start by having a look at the invoice to ensure that I received the product that I ordered. Alternatively, you can view the same information by going to the Billing Information page.
Navigate to this page by hovering your mouse on Setup > Company > Billing Information on the main menu. This is where you can view your billing information and at the very top you will find the following basics:
At the top of the Billing Information page, you can see the name of the product. In my case, it shows that I have NetSuite JCurve Premium Edition Australia. This is essentially the same product, for the smaller businesses in the Australian market. If you are in America or Europe, you cannot use JCurve.
Right below the product name is the ANNIVERSARY DATE, which is the day that the account was provisioned, and is the date when I will be required to renew the license.
Under the anniversary date is the SERVICE TIER that you are currently using. NetSuite allows your business to scale up its operations by providing different service tiers.
This is helpful because businesses do not have the same volume of transactions, and being able to purchase resources when you need them is a plus for NetSuite. I am currently using the Standard Tier.
You can click on the View all tiers link to do just that. The following table shows the provisions of each tier, but I highly recommend that you spend some time on this page if you need to learn more:
Monthly Transaction Lines
Billing Information Tabs
The Billing Information page has five tabs below the basic information we just discussed above. These tabs are:
- Billable Components – lists all the components you are paying for
- Add-On Modules – lists the extra modules you can enable for your account
- Add-On Bundles – lists feature bundles available
- Provisioning History – information about the modules you have used in the past
- Component Usage – shows usage statistics for each component
The last two tabs basically show you what’s going on with your account. Provisioning History shows the components or modules you have been using in your account while the Component Usage tab provides usage statistics.
The Billable Components
The Billable Components tab is shown by default and provides information about the components that you have paid for in detail.
Copy the information on the Billable Components tab and paste it into a spreadsheet (your Master Configuration Workbook – more on this later). Why do this? Data presented on the Billable Information tab may change in the future, so it’s useful to have a hard copy of this information for reference when you are reviewing it at the end of the year.
Another advantage of doing this is that you can add a column where you can make notes about each component, who made changes to it, and when the changes were made. Tracking the changes to modules is not possible on NetSuite’s Billable Information page, unlike with entity objects. For example, transactions on NetSuite have a System Information page that shows you details on changes such as which user made the changes and at what time.
There are three tabs within the Billing Information tab, and they should contain information that matches your invoice in terms of components and provisioned quantities:
- Component – shows the name of a component
- Current Provisioned Qty – the quantity you have been provisioned
- Component Usage – how much of the provisioned quantity you have used.
If you are checking your invoice for the first time, you should really spend some time familiarising yourself with all the items listed there. In case for some reason you don’t spend time scrutinizing your invoice trying to figure up what those components and modules are, you can always sign up for my NetSuite courses where I discuss this in detail.
The Add-On Modules Tab
This tab shows a long list of modules that can be enabled for your account. Some notables include the Multi-Book Accounting and the Advanced Inventory.
There are three columns on the Add-On Modules tab:
- Enabled – shows whether a module is enabled or not. In my case, for example, I have the Advanced Inventory add-on module enabled
- Name – the name of the module
- Description – a sentence describing the purpose of the module
The Add-On Bundles Tab
This tab displays a list of feature bundles that are available for your account and has two columns of information:
- Enabled – indicates whether a bundle is enabled for your account
- Bundle – the name of the feature bundle
In the screenshot below, I have enabled two bundles; the SCM Bundle and the SCM Pack Bundle, and the Enabled column has the value of “Yes”.
The Provisioning History Tab
This tab basically shows you the details and history of the provisioning of modules. You’ll rarely ever need to visit this tab unless you are questioning something and need this information. In your day-to-day work, you’ll mostly use the first three tabs we have discussed.
The Component Usage Tab
This is another tab that’s just here to give you information and shows the usage statistics for all the components in your NetSuite account.
NetSuite is a unified suite of apps whose functionality can be extended with modules. This helps organisations to customise the solution to their own requirements. New features can be added effortlessly and built on top of existing capabilities. NetSuite is built to allow you to simply add new features as your company’s needs change. This article has shown you how to find the modules that have been provisioned for your account.
This is a series of tutorials that shows you how to unbox your new NetSuite account, complete with video tutorials. We are constantly adding more NetSuite tutorials, so bookmark this page for quick access. Check out our other NetSuite setup articles and visit our YouTube channel for more.