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

Understanding the Accounts Receivable feature

On the A/R side, there is a bit more setup to be done. In addition to choosing which transactions your client will use, you can also choose whether to enable things like promotions (NetSuite offers a few different solutions on this, depending on how complicated the promotions can be), gross profit tracking, and all of the shipping options (since they mostly affect sales). Shipping can be very simple or very, very complicated, so we’ll tackle that in more detail for sure in Chapter 15, Order-to-Cash Transactions.

If the business is in the services industry, this is when you would enable the Projects features, or maybe even NetSuite’s Advanced Projects.

This is also a good time to talk about SuiteApps that might be needed, such as Avalara’s AvaTax solution, or one of the advanced invoicing apps. As stated before, understanding the client’s requirements before you get into enabling features will smooth...