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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

Self-assessment

When you work with a variety of clients, you know they will each have unique requirements, and sometimes, they can present some real challenges. Answer these self-assessment questions as if you are the one who must solve the problem for a client. Be creative and have fun answering these questions:

  1. Your client provides services to legal practices. Occasionally, they must hire an outside contractor to provide the expertise they lack. Which of the purchase transactions described in this chapter might suit this purpose?
  2. ABC Co. sells electronics to the transportation industry. One of their customers asks them to provide a slightly modified version of a GPS tracker. Which transaction might be the right way to track their purchase of these devices?
  3. When your client buys widgets from one of their suppliers, they must place a 50% deposit at the time of the PO. They typically place multiple orders for those parts. Can they create one VPP for all the POs...
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