Identifying the Organization’s Main Transactions

NetSuite transactions are the heartbeat of the system. We use them to record a business’ daily activity. Most NetSuite clients use a mix of standard transactions such as purchase orders and vendor bills and less common transactions such as assembly builds, item transfers, and revenue arrangements. Understanding what NetSuite offers and helping your clients determine how they’re going to use transactions correctly is your next task.

In this chapter, we will cover the following topics:

• Grouping records by business process
• Gathering requirements for Record to Report (RTR) transactions
• Gathering requirements for Procure to Pay (PTP) transactions
• Gathering requirements for Order to Cash (OTC) transactions
• Analyzing the other process groups

When performing the steps in this chapter with a client, you will help the subject-matter experts for all the teams who will interact...