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

Summary

In this chapter, we started by understanding your client’s business processes by breaking them down into categories (PTP, OTC, and so on). Then, within each category, we got to know how the business functions – who does the work and how they do it. It’s at this stage in every implementation project that we get to understand what makes our clients unique, and this allows us to tailor the system to their exact needs.

Once you’ve completed a few NetSuite implementations for a variety of clients, you start to think you’ve seen it all, but don’t fall into that trap – every business has at least a few elements that make them unique and it’s part of your job to make sure you hear your client’s description of their processes fully, and then to ensure those elements are mapped into NetSuite successfully. You have to understand their processes first so that you can move on to the next phase, which is where we start to...