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

Defining vendors for positive PTP processes

Getting the list of vendors into NetSuite should be simple, and just as we did with customers, we usually create one or two manually and then transition to working on a CSV import. We help the client pull the data from their legacy ERP system and set up a CSV import job to help them with mapping the fields and lists of related data.

Since vendors are used within the various Procure-to-Pay (PTP) transactions, we need to pay attention to a few things at this stage, to avoid issues later on.

Multiple subsidiaries

In a OneWorld account, among a set of other useful features, we have the ability to use multiple subsidiaries. (See Chapter 1 for a refresher on OneWorld.) When setting up vendors, think carefully about which subsidiaries each vendor should be associated with. By enabling a vendor to work with more than their primary subsidiary, NetSuite allows us to select which subsidiary will be used on each transaction (for example...