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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
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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

Suggested answers

In each chapter in this book, I included questions to get you thinking about how you would handle various situations that might arise while you are helping a company through their NetSuite implementation. Here are my suggested answers to those questions, though these are definitely not the only valid answers. In most cases, you can solve problems in more than one way, and as long as you're thinking about the best solution long term, you should be fine.

Chapter 1

  1. NetSuite's base tier allows most small businesses to run effectively on the system, but when a business processes more than the base number of transactions per month, they should talk to their NetSuite sales team about higher tier levels.
  2. The easiest way to move something custom, such as a search or a role, is with the Copy to Account feature. Once it's enabled in both the source and destination accounts, any administrator can move the object with just a few clicks in the UI...
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