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

Product type Paperback

Published in May 2023

Publisher Packt

ISBN-13 9781837639076

Length 346 pages

Edition 2nd Edition

Tools

NetSuite

Concepts

Enterprise Resource Planning

Author (1):

Peter Ries

View More author details

Table of Contents (28) Chapters

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

Special feature: Supply Chain Control Tower

NetSuite recently added a nice new feature for wholesale distributors, manufacturers, or any business that purchases or makes its inventory items and needs to carefully manage the supply and demand over time. The Supply Chain Control Tower (SCCT) is a combination of new features, including inventory snapshots for your inventory and assembly items, vendor performance reports, a predicted risks portlet, and a handy dashboard to gather all these details in one place. If your client thinks they need help managing the supply and demand for some of your most important items (or all of them!), they will want to check out these features.

To enable the features, visit Setup | Company | Enable Features. Enable the SCCT feature on the Items/Inventory tab and the Predicted Risks portlet on the Analytics tab. For each location where you want to use these features, enable the Supply Planning and Supply Chain Control Tower features. Then, allow at...