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

Managing data coming into NetSuite

When we talk about integrating data into NetSuite, there are several things to decide on as we initially plan the work:

Will NetSuite pull the data from another system, or will the other system push it into NetSuite?
What are the technical options for accomplishing this integration?
Does the integration need to be automated, or can a user perform a CSV import to bring the data into NetSuite instead?
What actions are needed on the NetSuite side? (In other words, will we be creating, modifying, or deleting records?)
Who will create the integration that performs these actions?

In some cases, these things are easy to map out – the other system has a connector already, and we just install and configure it in NetSuite and we’re done. In other cases, though, this can be tricky. When we need to build some custom integration in NetSuite, the first topic that comes up is usually one regarding the scope...