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

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

Self-assessment

Think about these questions in terms of your client work and consider how you would handle these requests on your own:

You are beginning to work with a new company when it asks you whether it will need separate NetSuite accounts for each of its legal entities. It is somehow convinced this will be necessary, based on a conversation it had at a convention with another company’s CEO. How will you guide it to the right solution?
Your client has asked you to set up their account so that currency exchange rates are only evaluated and updated once per year. Is that an option within NetSuite, and if so, how would you help them set that up? (Hint: You will not use the native exchange rate-syncing feature.)
You are helping The Toy Company implement NetSuite, and it has asked you how it can control the GL impact for its item fulfillments and invoices so that one type of income is applied in a way that NetSuite does not support out of the box. What...