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

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...