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

NetSuite’s mobile apps

In addition to the standard NetSuite UI you can see from any non-mobile device, NetSuite also offers a couple of handy apps for Apple and Android devices to meet the needs of users who are away from a desktop computer:

NetSuite Mobile: The flagship app for any NetSuite user, this app allows users to enter expenses and time entries, approve transactions, log activities and events, receive reminders, and much more.
Manufacturing Mobile: This new offering allows manufacturers (with or without NetSuite WMS) to gain easier access to manufacturing transactions (Work Orders, Assembly Builds, and so on) from a mobile-friendly interface. This is not an app you get from an app store, however; it’s a bundle you add to a NetSuite account, which then creates a new URL that your mobile users can access in their browsers.

Here’s an example of the dashboard in the current NetSuite Mobile application for Android and iPhone: