58
/100
POOR
NetSuite ERP Health Check
This report assessed Sample Company Inc. across 8 areas and identified 13 findings.
5
Critical
6
High
1
Medium
1
Low
Area Scorecard
Data Quality
20%
20
Critical
4 findings
Customization Health
20%
72
Fair
3 findings
Process Adoption
15%
70
Fair
1 finding
Financial Controls
15%
25
Critical
3 findings
License Utilisation
10%
100
Healthy
Technical Currency
5%
60
Poor
1 finding
Security & Access
10%
75
Fair
1 finding
Reporting Gaps
5%
100
Healthy
Quick Wins Easy fixes with significant impact
High
Easy
−25 pts
6 users with Administrator role
- What we found
- 6 users have full NS Administrator access.
- What to do
- Reduce to 2–3 admins. Create scoped roles for all other users.
High
Easy
−15 pts
1 accounting period not closed
- What we found
- 1 accounting period has passed its end date without being closed.
- What to do
- Close the period once month-end reconciliation is complete.
Medium
Easy
−8 pts
3518 active saved searches
- What we found
- The account has 3518 active saved searches. Over 3,000 indicates significant accumulation.
- What to do
- Export the saved search list and audit for duplicates and unused searches.
All Findings
Data Quality
20
Critical
Medium
−25 pts
Priority: High
Severe open PO backlog
- What we found
- 478+ open purchase orders are over 180 days old.
- What to do
- Assign an owner to clear the backlog. Review and close or cancel stale POs.
High
Hard
−20 pts
Priority: High
Large unpaid vendor bill balance
- What we found
- $20.4M in open vendor bills awaiting payment.
- What to do
- Review AP aging and reconcile against payment terms.
High
Medium
−20 pts
Priority: High
Large number of future-dated transactions
- What we found
- 131 transactions are dated in the future.
- What to do
- Investigate and correct incorrectly dated entries. Establish a policy for advance-dated transactions.
High
Medium
−15 pts
Priority: High
Large volume of aged customer invoices
- What we found
- 883 customer invoices open over 90 days.
- What to do
- Review AR aging. Escalate outstanding accounts. Verify payment terms are correct.
Customization Health
72
High
Medium
−15 pts
Priority: High
73 released workflows not modified in 12+ months
- What we found
- 73 active released workflows have not been updated in over a year.
- What to do
- Review stale workflows and remove or document those that are still needed.
Medium
Easy
−8 pts
Priority: Medium
3518 active saved searches
- What we found
- The account has 3518 active saved searches. Over 3,000 indicates significant accumulation.
- What to do
- Export the saved search list and audit for duplicates and unused searches.
Low
Easy
−5 pts
Priority: Low
1 scheduled script failure in the last 30 days
- What we found
- 1 scheduled script execution failure detected.
- What to do
- Review the script execution log.
Process Adoption
70
Critical
Medium
−30 pts
Priority: High
78% of vendor bills entered without a purchase order
- What we found
- 78% of vendor bills in the last 90 days were entered directly — no linked PO.
- What to do
- Enforce a PO-first purchasing policy. Implement a vendor bill approval workflow that requires a PO reference.
Financial Controls
25
Critical
Hard
−35 pts
Priority: High
296 vendor bills with possible self-approval
- What we found
- 296 approved vendor bills were last modified by their creator, more than one day after creation. Where a second approver should have acted, this field would show a different user. Note: this metric covers vendor bills only — other transaction types require questionnaire context to score correctly.
- What to do
- Review each flagged bill against your approval audit trail. Verify that Zone Approvals (if in use) is correctly capturing the approver on the transaction record. Restrict bill creation and bill approval to different roles.
Critical
Hard
−25 pts
Priority: High
12 transactions posted to periods locked 60+ days ago
- What we found
- 12 transactions were created more than 60 days after their posting period's end date while the period was fully locked. This indicates deliberate use of Adjust Prior Period to override historical records.
- What to do
- Identify all users with Adjust Prior Period permission. Review each flagged transaction with your Controller. Restrict the permission to Controller plus one backup, and require documented justification for every exception.
High
Easy
−15 pts
Priority: High
1 accounting period not closed
- What we found
- 1 accounting period has passed its end date without being closed.
- What to do
- Close the period once month-end reconciliation is complete.
Technical Currency
60
Critical
Hard
−40 pts
Priority: High
31% of scripts on deprecated SuiteScript 1.0
- What we found
- 957 of 3098 active scripts use SuiteScript 1.0 — deprecated by Oracle.
- What to do
- Begin SS 1.0 migration to SS 2.1. Prioritise scripts that fire frequently or handle financial data. Oracle may force migration at any upgrade cycle.
Security & Access
75
High
Easy
−25 pts
Priority: High
6 users with Administrator role
- What we found
- 6 users have full NS Administrator access.
- What to do
- Reduce to 2–3 admins. Create scoped roles for all other users.
Recommended Actions Findings that benefit from expert help
Critical
Hard
−40 pts
31% of scripts on deprecated SuiteScript 1.0
- What to do
- Begin SS 1.0 migration to SS 2.1. Prioritise scripts that fire frequently or handle financial data. Oracle may force migration at any upgrade cycle.
Critical
Hard
−35 pts
296 vendor bills with possible self-approval
- What to do
- Review each flagged bill against your approval audit trail. Verify that Zone Approvals (if in use) is correctly capturing the approver on the transaction record. Restrict bill creation and bill approval to different roles.
Critical
Hard
−25 pts
12 transactions posted to periods locked 60+ days ago
- What to do
- Identify all users with Adjust Prior Period permission. Review each flagged transaction with your Controller. Restrict the permission to Controller plus one backup, and require documented justification for every exception.
High
Hard
−20 pts
Large unpaid vendor bill balance
- What to do
- Review AP aging and reconcile against payment terms.
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