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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

When we use special-purpose items

You can see from the list in the previous section that there are a lot of item types in each account, and a business will largely control which of those we use. However, it’s not at all uncommon for a company to need many types, so let’s cover a few of the important use cases here (the rest you can just read up on on the Help page and then be prepared to talk about when needed).

Lot numbered items

Any time a client needs to track items in sets, as they’re received and when they’re fulfilled (heading out the door), we assign lot numbers to those sets. A lot can have one specific item number in it or many, but the point is to assign these numbers to the items while your client has them in a warehouse. This is most common for food and beverage-type businesses, but anyone might have a use for this feature.

Serial numbered items

This is not a type unto itself, but a feature that you can choose to enable within...

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