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

Going live is a tough time for most clients. They have to change how the business runs every day. This is stressful in even the most well-planned cases. You can help the client through this by planning the data migration well ahead of the cut-over activities, as well as assisting them in making sure their historical transactions and other data will be brought into the account without any surprises. We do that by testing everything well in advance of the go-live date and including all of the relevant data types in that testing. We also make sure all the right people are involved in the data migration planning and testing so that nothing is left to chance. And we also make sure we are there to help with any last-minute emergencies that might occur just before the go-live date.

At the end of an implementation project, once the data migration is completed and has been validated in the production account, and the business’ users have completed all of the last steps in...