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

Product type Paperback

Published in Jan 2022

Publisher Packt

ISBN-13 9781801818773

Length 320 pages

Edition 1st Edition

Tools

NetSuite

Concepts

CRM

Author (1):

Peter Ries

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Table of Contents (27) Chapters

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

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Managing data coming into NetSuite

When we talk about integrating data into NetSuite, there are several things to decide on as we initially plan the work:

Will NetSuite pull the data from another system, or will the other system push it into NetSuite?
What are the technical options for accomplishing this integration?
Does the integration need to be automated or can a user perform a CSV import to bring the data into NetSuite instead?
What actions are needed on the NetSuite side? (In other words, will we be creating, modifying, or deleting records?)
Who will create the integration that performs these actions?

In some cases, these things are easy to map out – the other system has a connector already and we just install and configure it in NetSuite and we're done. In other cases, though, this can be tricky. When we need to build some custom integration in NetSuite, the first topic that comes up is usually one regarding scope from our professional...

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

Table of Contents (27) Chapters

Managing data coming into NetSuite

Authors (1)

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

Table of Contents (27) Chapters

Managing data coming into NetSuite

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Authors (1)

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