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NetSuite for Consultants

You're reading from   NetSuite for Consultants A handbook for ERP and CRM consultants to implement NetSuite 2021 quickly and easily

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Product type Paperback
Published in Jan 2022
Publisher Packt
ISBN-13 9781801818773
Length 320 pages
Edition 1st Edition
Concepts
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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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Table of Contents (27) Chapters Close

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

Summary

This chapter shows you how NetSuite gives businesses so much room to stretch out and make their accounts unique to their processes, while also adhering to global accounting standards. You should now know how NetSuite extends its core financial, purchasing, and sales features to cover as many other related business processes as it possibly can. Work Orders and their related transactions give manufacturers the same access to quality data as other businesses get with the basics. Revenue tracking records and transactions give software and services businesses a leg up on their competition. Support Cases and Issues give the customer service teams within the business a place to track their work, and custom transactions allow us to extend the system even further.

In the next chapter, we'll take a look at how all this data inside NetSuite can be put to use, helping clients make decisions and plan for the future.

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