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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

Managing Gaps and Creating Custom Automations

It is not terribly uncommon to find a requirement that cannot be solved by a native NetSuite feature or a partner’s pre-built solution. When this happens, you must consider creating a custom SuiteFlow or SuiteScript.

In this chapter, we will learn how workflows and scripts can help solve problems and automate activities, and how best we can help our clients when it comes to gathering customization requirements and mapping out how they will solve them.

In this chapter, we will cover the following topics:

  • Identifying gaps and needs for automation in requirements
  • Customizing NetSuite processes with workflows
  • Making NetSuite work for you with scripts
  • Documenting customization requirements and solutions
  • Managing customizations over time, including their deployments

By the end of this chapter, I hope you will be able to discuss these technical topics with your clients, having a good...

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