Core Skills

Note:

This topic describes functionality available in NetSuite Next. NetSuite Next is being made available to customers in phases, so these features may not yet be available in your account. You'll receive in-app notifications when your account is eligible for NetSuite Next.

Core skills are ready-to-use skills authored by NetSuite for common business workflows. These skills help you get to useful answers faster by applying a consistent analysis pattern for tasks such as payment prioritization, overdue receivables review, liquidity checks, and sales performance analysis.

Important:

Core skills are designed for NetSuite Next and may not be available or work as expected in the current NetSuite experience.

Core skills are available as read-only skills that you can apply directly in Ask Oracle.

The tables in the following sections list the core skills that are available to invoke. The Typical Questions column lists some common questions you can use the skill to answer in Ask Oracle.

Finance, Payables, and Close
Inventory, Supply Chain, and Fulfillment
Customer and Sales Management
Cross-Functional Insights and Automation

Note:

The availability and use of some core skills depend on enabled NetSuite features, your role permissions, and other account setup requirements. A skill may be visible but unable to complete a task or provide a full analysis if required tools or data are unavailable. These requirements can vary by task, record type, or report, and access may be limited by subsidiary or location restrictions.

Finance, Payables, and Close

The following table lists skills for reviewing cash, payables, receivables, vendor activity, billing, and period-close activities.

Skill Name	Description	Typical Questions
Accounts receivable reconciliation	Finance teams can explain accounts receivable (AR) balances, investigate tie-out differences, and review balance support during period-end reconciliation. This skill analyzes reconciliation files and compares the GL Accounts Receivable balance with available AR support data. It identifies likely residual causes, performs common sanity checks, and suggests support lines for review, even when the residual is zero.	How does the ending Accounts Receivable balance tie to beginning balance and current-period activity? Which support lines or discrepancies should I review for this AR reconciliation?
Match vendor credits to bills	Accounts payable (AP) teams can clear credits faster, reduce what they owe, and avoid leaving available credits unused. This skill finds open vendor credits in AP and shows which open bills they can be applied against. It matches credits to bills by vendor, subsidiary, currency, and AP account, then prioritizes the most overdue bills first.	Do we have vendor credits available to apply to open bills? Which open bills can be reduced by available vendor credits?
Overdue customer analysis	Collections users can identify overdue customers and review unpaid invoice exposure to prioritize follow-up and understand mismatches. This skill analyzes overdue invoices, past-due balances, effective due dates, days overdue, accounts receivable (AR) aging, and invoice-to-aging comparisons. It supports current and supported as-of-date views while preserving currency and reporting basis.	Which customers are overdue? Which overdue customers should we prioritize for collections follow-up? How do overdue invoice balances compare with AR aging for these customers?
Payment prioritization	AP teams can plan payment runs more confidently, capture discounts, use available credits, and manage limited cash. This skill recommends which payables to select for payment based on due dates, overdue status, discounts, credits, account balances, and cash constraints. It groups bills into practical payment actions and explains the reasoning behind each recommendation.	Which overdue bills should we pay first given our available cash? Can you help me plan this week's payment run up to a specific amount?
Period close management	Finance teams can understand how their close plan is progressing, what is on track, and what needs attention. This skill analyzes Intelligent Close Manager (ICM) task progress, schedule risks, checklist forecasts and timelines, dependencies, task health, changes, and reopenings, and supports historical progress and prior close timing comparisons when evidence is available. It explains task and template relationships, distinguishes task readiness from accounting readiness and formal period closure, and provides read-only analysis rather than basic record retrieval or simple task lists.	How is our current close plan progressing, and which tasks or areas need attention? Which tasks are at risk of missing the planned completion date, and how does progress compare across owners or functional areas? How does this close's progress or timing compare with prior closes?
Period close template planner	Finance teams can turn accounting checklists into period-close template drafts and refine them. This skill creates and edits close template drafts from uploaded checklist files. It answers questions about saved drafts, directs users to previews, and can recommend tasks.	Can you create a period-close template draft from this checklist? Can you suggest tasks to add to my saved close template draft?
Reconciliation file routing	Finance users can ensure reconciliation files are reviewed with the correct analysis and existing support in view. This skill reads verified reconciliation-file context and linked support lines using a packaged SuiteQL query. It selects the analyzer linked to the reconciliation setup before analysis or proposing new support lines.	Which analyzer is selected for this reconciliation file? Can you review this reconciliation file using its linked setup and support lines?
Review liquidity evidence	Finance users get clearer context for reviewing near-term liquidity, including current cash position, expected cash movement, threshold exposure, liquidity risk, and the drivers and limits of the analysis. This skill builds a source-backed cash path using NetSuite evidence and open-item timing signals. It shows assumptions, formulas, exclusions, evidence gaps, and risk callouts.	What is my 13-week cash flow outlook? Are there any near-term liquidity risks based on current cash, receivables, and payables?
Vendor bill processing time	Accounts payable (AP) teams can see where bills are moving slowly, review process health, spot bottlenecks, and decide where to improve first. This skill measures AP bill processing time across entry, approval, aging, payment timing, and vendor performance. It highlights trends, backlog, days-to-pay, and terms-compliance signals.	What is our average vendor bill processing time by vendor? Where are vendor bills getting delayed in our AP process?
Vendor concentration	AP and procurement teams can spot vendor risks and follow-up opportunities before they surface in a standard report. This skill gives a ranked view of which vendors dominate spending or open balances for the time window you choose. It shows each vendor's share of total and highlights signals such as heavy concentration, fast-growing spend, stale balances, and balance-to-spend concerns.	Which vendors account for the largest share of our spending? Are we too concentrated with any vendors or carrying stale vendor balances?

Skill Name

Description

Typical Questions

Accounts receivable reconciliation

Finance teams can explain accounts receivable (AR) balances, investigate tie-out differences, and review balance support during period-end reconciliation.

This skill analyzes reconciliation files and compares the GL Accounts Receivable balance with available AR support data. It identifies likely residual causes, performs common sanity checks, and suggests support lines for review, even when the residual is zero.

How does the ending Accounts Receivable balance tie to beginning balance and current-period activity?

Which support lines or discrepancies should I review for this AR reconciliation?

Match vendor credits to bills

Accounts payable (AP) teams can clear credits faster, reduce what they owe, and avoid leaving available credits unused.

This skill finds open vendor credits in AP and shows which open bills they can be applied against. It matches credits to bills by vendor, subsidiary, currency, and AP account, then prioritizes the most overdue bills first.

Do we have vendor credits available to apply to open bills?

Which open bills can be reduced by available vendor credits?

Overdue customer analysis

Collections users can identify overdue customers and review unpaid invoice exposure to prioritize follow-up and understand mismatches.

This skill analyzes overdue invoices, past-due balances, effective due dates, days overdue, accounts receivable (AR) aging, and invoice-to-aging comparisons. It supports current and supported as-of-date views while preserving currency and reporting basis.

Which customers are overdue?

Which overdue customers should we prioritize for collections follow-up?

How do overdue invoice balances compare with AR aging for these customers?

Payment prioritization

AP teams can plan payment runs more confidently, capture discounts, use available credits, and manage limited cash.

This skill recommends which payables to select for payment based on due dates, overdue status, discounts, credits, account balances, and cash constraints. It groups bills into practical payment actions and explains the reasoning behind each recommendation.

Which overdue bills should we pay first given our available cash?

Can you help me plan this week's payment run up to a specific amount?

Period close management

Finance teams can understand how their close plan is progressing, what is on track, and what needs attention.

This skill analyzes Intelligent Close Manager (ICM) task progress, schedule risks, checklist forecasts and timelines, dependencies, task health, changes, and reopenings, and supports historical progress and prior close timing comparisons when evidence is available. It explains task and template relationships, distinguishes task readiness from accounting readiness and formal period closure, and provides read-only analysis rather than basic record retrieval or simple task lists.

How is our current close plan progressing, and which tasks or areas need attention?

Which tasks are at risk of missing the planned completion date, and how does progress compare across owners or functional areas?

How does this close's progress or timing compare with prior closes?

Period close template planner

Finance teams can turn accounting checklists into period-close template drafts and refine them.

This skill creates and edits close template drafts from uploaded checklist files. It answers questions about saved drafts, directs users to previews, and can recommend tasks.

Can you create a period-close template draft from this checklist?

Can you suggest tasks to add to my saved close template draft?

Reconciliation file routing

Finance users can ensure reconciliation files are reviewed with the correct analysis and existing support in view.

This skill reads verified reconciliation-file context and linked support lines using a packaged SuiteQL query. It selects the analyzer linked to the reconciliation setup before analysis or proposing new support lines.

Which analyzer is selected for this reconciliation file?

Can you review this reconciliation file using its linked setup and support lines?

Review liquidity evidence

Finance users get clearer context for reviewing near-term liquidity, including current cash position, expected cash movement, threshold exposure, liquidity risk, and the drivers and limits of the analysis.

This skill builds a source-backed cash path using NetSuite evidence and open-item timing signals. It shows assumptions, formulas, exclusions, evidence gaps, and risk callouts.

What is my 13-week cash flow outlook?

Are there any near-term liquidity risks based on current cash, receivables, and payables?

Vendor bill processing time

Accounts payable (AP) teams can see where bills are moving slowly, review process health, spot bottlenecks, and decide where to improve first.

This skill measures AP bill processing time across entry, approval, aging, payment timing, and vendor performance. It highlights trends, backlog, days-to-pay, and terms-compliance signals.

What is our average vendor bill processing time by vendor?

Where are vendor bills getting delayed in our AP process?

Vendor concentration

AP and procurement teams can spot vendor risks and follow-up opportunities before they surface in a standard report.

This skill gives a ranked view of which vendors dominate spending or open balances for the time window you choose. It shows each vendor's share of total and highlights signals such as heavy concentration, fast-growing spend, stale balances, and balance-to-spend concerns.

Which vendors account for the largest share of our spending?

Are we too concentrated with any vendors or carrying stale vendor balances?

Inventory, Supply Chain, and Fulfillment

The following table lists skills for reviewing inventory, managing item setup, and understanding supply-chain and fulfillment activity.

Skill Name	Description	Typical Questions
Financial services industry overlay	Financial services teams can review active customer and subscription data, pricing, billing frequency, customer dimensions, approval status, and fee-calculation readiness before key finance processes. This skill tailors Ask Oracle responses for financial services workflows such as monthly billing, recurring platform fees, usage or transaction charges, onboarding fees, and revenue preparation checks. It supports practical operational reviews and leaves final revenue recognition, tax, and regulated-fee treatment to company policy and advisor guidance.	What should I check before running monthly billing in NetSuite? Are there billing, usage, subscription, or revenue-preparation issues I should review before period close?
Fulfillment performance insights	Fulfillment teams can identify delays, bottlenecks, and timing-based operational improvement opportunities across the fulfillment lifecycle. This skill analyzes Item Fulfillment timing across picking, packing, shipping, and the overall fulfillment lifecycle, including fulfillment-step durations, cycle time or lead time, slow fulfillments, Service Level Agreement (SLA) compliance, timing deviations, and SLA breaches. It can compare individual fulfillments or lifecycle steps and does not apply to general fulfillment status, record details, quantities, inventory, locations, or other non-timing questions.	Where are the delays or bottlenecks in our fulfillment process? Which fulfillments missed our SLA?
Inventory balance viewer	Users can view current inventory levels using criteria that they specify. This skill shows real-time inventory levels, including current stock, available quantity, on-hand quantity, and other supported inventory levels. It provides views tailored to the specified criteria and does not apply to inventory balances, quantities, or criteria that are out of scope.	What is the available and on-hand quantity for this item? Show me the current inventory levels that match my criteria.
Inventory exceptions review	Inventory teams can identify common inventory exceptions and prioritize corrective actions. This skill identifies cases involving negative inventory, pick task failures, overdue inbound orders, putaway aging, expired lots, and sales order shipping delays. It recommends corrective actions to help users resolve selected exceptions quickly.	Which supported inventory exceptions need corrective action? Show me negative inventory or overdue inbound order exceptions.
Inventory impact review	Users can review and understand the inventory impact of existing transactions. This skill reviews, confirms, and explains the inventory impact of one or more existing transactions. It does not calculate or estimate inventory changes based on existing or planned transactions.	What inventory impact did this transaction have? Can you explain the inventory impact of these transactions?
Inventory movement insights	Inventory teams can understand location-level inventory flow and prioritize where to shift inventory first. This skill compares incoming and outgoing movement, open demand, available and incoming supply, and net movement for a specific item and time period. It highlights imbalance signals and recommends where inventory can be shifted first.	Which locations have a shortage risk for this item? Where should we shift inventory first for this item?
Item creation assistant	Users can start item creation from an uploaded catalogue or product file. This skill opens Item Creation Assistant with an uploaded catalogue for item extraction and review before creation, and supports imports from vendor or product catalogues, brochures, price lists, and product files. It does not summarize, extract, validate, create, import, or update items in chat.	Can you open Item Creation Assistant for this vendor catalogue? I want to import items from this product price list.
Supply chain persona based responses	Supply chain users can get read-only analysis and recommendations tailored to their audience and decision timeframe. This skill supports shop-floor, warehouse, inventory, purchasing, regional warehouse, and executive decisions involving supply planning, vendors, purchase orders, replenishment, shipping, manufacturing, and inventory availability. It provides decision-focused guidance relevant to the user's role and planning horizon.	As an inventory manager, what should I prioritize this week? What supply chain actions should a warehouse manager take first?

Skill Name

Description

Typical Questions

Financial services industry overlay

Financial services teams can review active customer and subscription data, pricing, billing frequency, customer dimensions, approval status, and fee-calculation readiness before key finance processes.

This skill tailors Ask Oracle responses for financial services workflows such as monthly billing, recurring platform fees, usage or transaction charges, onboarding fees, and revenue preparation checks. It supports practical operational reviews and leaves final revenue recognition, tax, and regulated-fee treatment to company policy and advisor guidance.

What should I check before running monthly billing in NetSuite?

Are there billing, usage, subscription, or revenue-preparation issues I should review before period close?

Fulfillment performance insights

Fulfillment teams can identify delays, bottlenecks, and timing-based operational improvement opportunities across the fulfillment lifecycle.

This skill analyzes Item Fulfillment timing across picking, packing, shipping, and the overall fulfillment lifecycle, including fulfillment-step durations, cycle time or lead time, slow fulfillments, Service Level Agreement (SLA) compliance, timing deviations, and SLA breaches. It can compare individual fulfillments or lifecycle steps and does not apply to general fulfillment status, record details, quantities, inventory, locations, or other non-timing questions.

Where are the delays or bottlenecks in our fulfillment process?

Which fulfillments missed our SLA?

Inventory balance viewer

Users can view current inventory levels using criteria that they specify.

This skill shows real-time inventory levels, including current stock, available quantity, on-hand quantity, and other supported inventory levels. It provides views tailored to the specified criteria and does not apply to inventory balances, quantities, or criteria that are out of scope.

What is the available and on-hand quantity for this item?

Show me the current inventory levels that match my criteria.

Inventory exceptions review

Inventory teams can identify common inventory exceptions and prioritize corrective actions.

This skill identifies cases involving negative inventory, pick task failures, overdue inbound orders, putaway aging, expired lots, and sales order shipping delays. It recommends corrective actions to help users resolve selected exceptions quickly.

Which supported inventory exceptions need corrective action?

Show me negative inventory or overdue inbound order exceptions.

Inventory impact review

Users can review and understand the inventory impact of existing transactions.

This skill reviews, confirms, and explains the inventory impact of one or more existing transactions. It does not calculate or estimate inventory changes based on existing or planned transactions.

What inventory impact did this transaction have?

Can you explain the inventory impact of these transactions?

Inventory movement insights

Inventory teams can understand location-level inventory flow and prioritize where to shift inventory first.

This skill compares incoming and outgoing movement, open demand, available and incoming supply, and net movement for a specific item and time period. It highlights imbalance signals and recommends where inventory can be shifted first.

Which locations have a shortage risk for this item?

Where should we shift inventory first for this item?

Item creation assistant

Users can start item creation from an uploaded catalogue or product file.

This skill opens Item Creation Assistant with an uploaded catalogue for item extraction and review before creation, and supports imports from vendor or product catalogues, brochures, price lists, and product files. It does not summarize, extract, validate, create, import, or update items in chat.

Can you open Item Creation Assistant for this vendor catalogue?

I want to import items from this product price list.

Supply chain persona based responses

Supply chain users can get read-only analysis and recommendations tailored to their audience and decision timeframe.

This skill supports shop-floor, warehouse, inventory, purchasing, regional warehouse, and executive decisions involving supply planning, vendors, purchase orders, replenishment, shipping, manufacturing, and inventory availability. It provides decision-focused guidance relevant to the user's role and planning horizon.

As an inventory manager, what should I prioritize this week?

What supply chain actions should a warehouse manager take first?

Customer and Sales Management

The following table lists skills for analyzing customer revenue, retention, growth opportunities, and sales pricing.

Skill Name	Description	Typical Questions
Customer revenue segmentation churn	Sales and account teams can prioritize retention, growth, reference customer decisions, and account strategy decisions with more consistent answers. This skill analyzes customer revenue, segments, purchase patterns, cross-sell opportunities, churn risk, retention watchlists, and account growth. It uses repeatable analysis rules, source-of-truth checks, explicit assumptions, and safe defaults when data is incomplete.	Which customers are at risk of churn or need retention follow-up? Which customer segments or accounts offer the best growth opportunities?
Pricing configuration review	Sales and pricing teams can understand the sales pricing configuration in the current account using read-only evidence. This skill reviews item prices, price levels, currencies, quantity pricing, customer item or group pricing, and other pricing information. It identifies pricing and scope, resolves customer-item unit prices, counts stored configurations, explains features and permissions, and shows where to inspect each record.	What is the sales price of this item? What sales pricing is configured for this customer?

Skill Name

Description

Typical Questions

Customer revenue segmentation churn

Sales and account teams can prioritize retention, growth, reference customer decisions, and account strategy decisions with more consistent answers.

This skill analyzes customer revenue, segments, purchase patterns, cross-sell opportunities, churn risk, retention watchlists, and account growth. It uses repeatable analysis rules, source-of-truth checks, explicit assumptions, and safe defaults when data is incomplete.

Which customers are at risk of churn or need retention follow-up?

Which customer segments or accounts offer the best growth opportunities?

Pricing configuration review

Sales and pricing teams can understand the sales pricing configuration in the current account using read-only evidence.

This skill reviews item prices, price levels, currencies, quantity pricing, customer item or group pricing, and other pricing information. It identifies pricing and scope, resolves customer-item unit prices, counts stored configurations, explains features and permissions, and shows where to inspect each record.

What is the sales price of this item?

What sales pricing is configured for this customer?

Cross-Functional Insights and Automation

The following table lists skills for summarizing records and reports and creating workflow drafts.

Skill Name	Description	Typical Questions
Custom agent configuration	Users can shape custom agents to match their requirements and review the proposed setup before changes are made. This skill helps users create or edit an agent configuration in Agent Studio through a multi-turn conversation. It develops a plan users can refine and approve before changes are made to the agent draft.	Can you help me configure a custom agent in Agent Studio? Can you propose an agent configuration for these requirements for me to review?
Narrative insights records	Users can get concise summaries of NetSuite records that support narrative insights. This skill reviews record data for customers, invoices, sales orders, vendors, accounts, purchase orders, and other records. It provides insights based on that data to explain the record and relevant related activity.	Can you summarize this sales order? What narrative insights can you provide about customer payment 10?
Narrative insights reports	Users can get concise summaries of NetSuite reports that support narrative insights. This skill reviews data from reports such as the Balance Sheet, Income Statement, and Sales by Customer. It provides insights based on that data to explain key metrics, trends, exceptions, and risks.	Can you summarize this report? What trends and exceptions does the Sales by Customer report show?
Skill creator	Users can turn their requirements and materials into reusable skills for recurring work. This skill creates private skills from user-provided source material. It uses attached files, authored requirements, or the current conversation, and applies only when users explicitly ask to create or save a skill.	Can you create a reusable skill from these requirements? Can you turn this conversation into a skill I can reuse?
Workflow manipulation	Users can create SuiteFlow workflow drafts from natural language requests for record automation and approval processes. This skill builds event-based workflows with one or more states, conditional routing, and automatic or button-driven transitions. It can update fields, change form behavior, lock records, display messages, prevent saves, add or remove buttons, create records, send email, and open records or standard NetSuite pages.	Create a purchase order approval workflow. Set Approval Status to Pending Approval when the purchase order is created. Allow users with the Purchasing Manager role to approve or reject. For amounts above USD 10,000, require a second approval from a user with the CFO role. Set Approval Status to Approved only after all required approvals, or to Rejected if either approver rejects. Create a sales order workflow with New, Processing, and Completed states. Add a Start Processing button in New and a Complete button in Processing. Send email to the Sales Rep when the workflow enters Completed. Create a sales order workflow that makes Customer PO Number required when the total exceeds USD 10,000 and prevents saving if it is blank. Create a customer workflow that adds a Create Task button. When clicked, open a new Task record with the customer prefilled.

Skill Name

Description

Typical Questions

Custom agent configuration

Users can shape custom agents to match their requirements and review the proposed setup before changes are made.

This skill helps users create or edit an agent configuration in Agent Studio through a multi-turn conversation. It develops a plan users can refine and approve before changes are made to the agent draft.

Can you help me configure a custom agent in Agent Studio?

Can you propose an agent configuration for these requirements for me to review?

Narrative insights records

Users can get concise summaries of NetSuite records that support narrative insights.

This skill reviews record data for customers, invoices, sales orders, vendors, accounts, purchase orders, and other records. It provides insights based on that data to explain the record and relevant related activity.

Can you summarize this sales order?

What narrative insights can you provide about customer payment 10?

Narrative insights reports

Users can get concise summaries of NetSuite reports that support narrative insights.

This skill reviews data from reports such as the Balance Sheet, Income Statement, and Sales by Customer. It provides insights based on that data to explain key metrics, trends, exceptions, and risks.

Can you summarize this report?

What trends and exceptions does the Sales by Customer report show?

Skill creator

Users can turn their requirements and materials into reusable skills for recurring work.

This skill creates private skills from user-provided source material. It uses attached files, authored requirements, or the current conversation, and applies only when users explicitly ask to create or save a skill.

Can you create a reusable skill from these requirements?

Can you turn this conversation into a skill I can reuse?

Workflow manipulation

Users can create SuiteFlow workflow drafts from natural language requests for record automation and approval processes.

This skill builds event-based workflows with one or more states, conditional routing, and automatic or button-driven transitions. It can update fields, change form behavior, lock records, display messages, prevent saves, add or remove buttons, create records, send email, and open records or standard NetSuite pages.

Create a purchase order approval workflow. Set Approval Status to Pending Approval when the purchase order is created. Allow users with the Purchasing Manager role to approve or reject. For amounts above USD 10,000, require a second approval from a user with the CFO role. Set Approval Status to Approved only after all required approvals, or to Rejected if either approver rejects.

Create a sales order workflow with New, Processing, and Completed states. Add a Start Processing button in New and a Complete button in Processing. Send email to the Sales Rep when the workflow enters Completed.

Create a sales order workflow that makes Customer PO Number required when the total exceeds USD 10,000 and prevents saving if it is blank.

Create a customer workflow that adds a Create Task button. When clicked, open a new Task record with the customer prefilled.

Core Skill Example

Your AP team is preparing this week's payment run, but cash is limited and several critical vendors are overdue. You want Ask Oracle to recommend which bills to pay now, which to defer, and why.

Core skill to invoke

Payment prioritization

Sample question for Ask Oracle

Given our current cash position and overdue bills, what is the optimal payment run this week?

Sample output from Ask Oracle

Based on your open payables, due dates, and available cash, here is a recommended payment sequence:

Pay Immediately (High Risk): 4 bills, total $121,561

These are the oldest overdue items and include key suppliers with high operational impact.
Pay This Week (Medium Risk): 6 bills, total $28,285

These are recently overdue or due in the next few days.
Defer to Next Run (Lower Risk): 5 bills, total $26,061

These are not yet due and can be safely scheduled in the next cycle.

Recommended total outlay this week: $149,846

Items to review before release:

Aged invoice exceptions that may require dispute confirmation
Credits that can be netted before payment
Large one-time bills that should be manually approved

Finance, Payables, and Close

Inventory, Supply Chain, and Fulfillment

Customer and Sales Management

Cross-Functional Insights and Automation

Core Skill Example

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