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

Identifying gaps and needs for automation in requirements

Our clients can have many ideas for ways they wish to improve on the native NetSuite feature-set, or ways they want to automate processes with more than one or two steps. Here are a few examples of requests I’ve heard over the years, so you’re clear on what kinds of changes to the system we’re discussing in this chapter.

“Can you make it so Sales Orders have a default location on the item lines, based on the customer?”
“Our three largest suppliers need to send us their Vendor Bills in a custom file format and none of them has an integration with NetSuite.”
“Can you automate the generation of special Journals to save us time processing our period closes?”
“We need to create Item Fulfillments for Sales Orders for accounting reasons, but we don’t actually ship our products. Can you automate the creation of Fulfillments to...