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NetSuite for Consultants, 2e

You're reading from   NetSuite for Consultants, 2e Your comprehensive guide to becoming a successful NetSuite consultant in 2023

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Product type Paperback
Published in May 2023
Publisher Packt
ISBN-13 9781837639076
Length 346 pages
Edition 2nd Edition
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Author (1):
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Peter Ries Peter Ries
Author Profile Icon Peter Ries
Peter Ries
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Toc

Table of Contents (28) Chapters Close

Preface 1. Section I: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
2. Introduction to the NetSuite Ecosystem, Platform, and Related Features FREE CHAPTER 3. Selecting and Applying an Implementation Methodology 4. Creating a Project Plan 5. Section II: Understanding the Client’s Organization
6. Documenting the Organization’s Requirements 7. Analyzing the Organization’s Users and Roles 8. Understanding the Organization’s Accounting and Finance 9. Getting to Know the Organization’s Entities and Items 10. Identifying the Organization’s Main Transactions 11. Section III: Implementing an Organization in NetSuite
12. Custom Forms, Records, and Fields 13. Centers and Dashboards 14. Items and Related Lists 15. Customers, Vendors, Contacts, and Other Entities 16. Financial Transactions and Period Closes 17. Procure-to-Pay Transactions 18. Order-to-Cash Transactions 19. Other Transactions and Custom Transactions 20. Analytics, Reports, and Data Exports 21. Section IV: Managing Gaps and Integrations
22. Managing Gaps and Creating Custom Automations 23. Managing Integrations 24. Managing Data Migrations 25. Other Books You May Enjoy
26. Index
Appendix: My Answers to Self-Assessments

Creating and managing employees

Each employee of a company should be set up in NetSuite so they can use the system for their own purposes. They might need to log in as ERP users, as accountants and sales reps do, for instance. Or they might just need access to the Employee Center so they can manage their time off, expenses, or some other custom record. We do this by creating employee records for each person needing access. You will want to work with your client’s HR people to define this list and determine all the details you need to capture for each group of employees.

Just as with most early configurations in a new NetSuite account, you will want to customize the form the users will interact with first, making sure it includes just the native fields and custom fields and lists the business requires. If your client’s requirements for this are on the simpler side, you can just customize the form once and then let them start creating new employees as they like. Businesses...

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