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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

Preface

NetSuite was created in 1998, in Northern California, from a desire to bring small- and medium-sized business processing into the internet age. A few people who worked for Oracle at the time wanted to create a CRM and ERP product you could run in your web browser without ever having to install anything in your offices. They received seed money for this new company, and embarked upon their 20+ year journey to making the set of products we use today.

I began working for NetSuite in 2012 as a technical consultant, delivering customizations and integrations for clients who were just about to go live on the platform. I’ve been working at that ever since, and one thing I’ve learned is that every business is unique and brings its own challenges when it comes to implementing NetSuite. At the same time, however, all companies share a few common traits when it comes to introducing them to the NetSuite line of products.

With this book, I hope to share what I’ve learned about helping clients use NetSuite. I’d like to think I can help make the process of getting a company up and running on NetSuite less painful and faster than it might otherwise be. I hope you find this useful and will engage with me and the rest of the NetSuite user community in online discussions regarding this topic.

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