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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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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

What is SuiteBuilder and when should you use it?

When we think about NetSuite, one of the first things that should come to mind is how flexible and configurable it is for any ERP-related use case. Most of that configuration is accomplished via the SuiteBuilder parts of the system.

SuiteBuilder is not a screen you go to though; you will not find it in the menus across the top of the screen (in NetSuite, these are called Centers). Instead, you will find the various SuiteBuilder features under the Setup and Customization menus, allowing you to re-work all of the native record screens NetSuite offers and more. When you need to change the order of fields on a screen or add a new field to one, you will use the SuiteBuilder features to accomplish this. In older ERP systems, you might have to hire a professional to make changes like this, but in NetSuite, any user with some training (and the right permissions) can make modifications to screens and records (and more) to suit the business...

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