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NetSuite ERP for Administrators
NetSuite ERP for Administrators

NetSuite ERP for Administrators: Learn how to install, maintain, and secure a NetSuite implementation, using the best tools and techniques

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NetSuite ERP for Administrators

Exploring NetSuite Tools

NetSuite has thousands of customers, and it prioritizes new features based on the number of customer requests for each feature. As a result, NetSuite has built-in solutions for many of the business challenges that you are already experiencing, and for many more that you may not have encountered yet. There is no need to waste time and money solving problems that have already been solved; let's take a tour of NetSuite's features, so that you don't need to reinvent the wheel.

This chapter will cover:

  • Features that support businesses
  • Features that support users
  • Features that support administrators

Features that support businesses

I've claimed that NetSuite's functionality is extensive, and now it's time for me to demonstrate that. You may not have access to all of the features that I refer to in this section. Some are advanced features that are only available for an additional fee. You can verify this by clicking on the Setup button on the toolbar and selecting Setup Manager. A search box will appear, allowing you to search through the entire Setup menu to look for a feature. If you don't find it, you don't have access to it and will need to speak to your NetSuite sales rep:

Setup Manager

If you do have access to a feature, you will find it under Setup | Company | Enable Features.

Some features are self-explanatory; they include the following:

  • Accounting lets you use NetSuite as your accounting system in conjunction with ACCOUNTING PERIODS...

Features that support administrators

They say that the only constant is change, so how do you change data when circumstances change?

NetSuite provides you with a number of tools to do so. The import wizard is the most comprehensive tool to update data, and we cover it in depth in a later chapter. Inline editing, on the other hand, is the simplest. Once enabled, this feature turns the lists in NetSuite into quasi-Excel spreadsheets, and it can be used to edit data without having to drill-down to each individual record in the list.

Inline editing is represented by an Edit button at the top of all lists. The list becomes editable as soon as the Edit button is clicked. Data in any column that contains a pencil icon in the column header can be edited simply by clicking into the column on the appropriate row and editing the data. The new data will be saved as soon as the user clicks...

Features that support users

User experience plays a major role in an administrator's workload. The inability to execute functions can easily result in a lot of complaints from users, including requests to automate the functions for them. So, let's focus on tools that will help them, which will, in turn, make the administrator's life easier.

The dashboard is a crucial tool for users to understand what is happening in the business and the tasks that need to be completed. Think of it as an interactive control panel to ensure that you are on track to reach your goals. You didn't need to open the gas tank of your car to see whether you have enough gas to make it to work in the morning. All you need do is check the dashboard, which summarizes important information for you.

People usually speak of the dashboard as the Home dashboard, signified by the home icon...

Summary

In this chapter, we demonstrated many of the standard functionalities that are available to solve the challenges faced by your business. We divided this up into three sections, based on the audience experiencing the challenge. You can use the Features that support businesses section to guide your management on strategic business decisions. You can use the Features that support users section to help end users perform their day-to-day tasks easily and efficiently. You can use Features that support administrators to save yourself time and hassle, with more of an impact on the company's use of the ERP.

Many of you will be administering NetSuite's multi-company consolidation module, so we will look at NetSuite OneWorld in the next chapter. We will provide a framework for understanding OneWorld, in order to simplify this complex module.

...
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Key benefits

  • Understand the business considerations and implementation of the NetSuite ERP
  • Gain a deep knowledge of enterprise security, data management, process automation, and analytics
  • Learn techniques to sail through system maintenance while ensuring accuracy and to practically troubleshoot issues

Description

NetSuite ERP is a complete, scalable cloud ERP solution targeted at fast-growing, mid-sized businesses and large enterprises. It's the smartly executed combination of financial management operations and built-in business intelligence, which enables companies to make data-driven and well-informed decisions. This book will help administrators become expert enough to be seen as the NetSuite leader at their company and to be able to advise department heads on specific processes, and strategic decisions. We start with an overview of ERP and NetSuite ERP, before going on to explain the built-in features to show the breadth of NetSuite ERP's product and its ease of use. We then discuss business aspects, focusing on the most important processes in NetSuite. Then you'll understand the implementation aspects that are generic enough to cover all the features. The focus then shifts to specific skills that you will need to administer for any system, such as roles, permissions, customization, and data imports. Moving on, you'll learn how to centralize the creation of search templates and give users the tools to pivot the data and expose it to the user in useful ways, such as on the dashboard. The book ends with checklists providing actionable steps that you as an administrator can take to do your job and support the application through new releases and troubleshooting problems.

Who is this book for?

This book is for administrators, consultants, and Project Managers who would like to improve their skills in the areas of configuration and system management. Basic experience implementing NetSuite is assumed.

What you will learn

  • Explore how the framework streamlines the implementation of new and existing features
  • Leverage built-in tools to optimize your efficiency and effectiveness
  • Test configuration to check the implementation of role-specific permissions
  • Understand how to optimize the amount of data to be shared with users
  • Import data like new leads and employ current data like pricing updates
  • Perform on-going maintenance and troubleshoot issues

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Publication date : Jun 29, 2018
Length: 360 pages
Edition : 1st
Language : English
ISBN-13 : 9781788626163
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Publication date : Jun 29, 2018
Length: 360 pages
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Language : English
ISBN-13 : 9781788626163
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Table of Contents

14 Chapters
The Value Proposition – Doing More with Less Chevron down icon Chevron up icon
Exploring NetSuite Tools Chevron down icon Chevron up icon
OneWorld Chevron down icon Chevron up icon
Implementing Chevron down icon Chevron up icon
Security and Permissions Chevron down icon Chevron up icon
Customization Chevron down icon Chevron up icon
Imports Chevron down icon Chevron up icon
Analytics – Searches, Reports, and the Dashboard Chevron down icon Chevron up icon
Workflows Chevron down icon Chevron up icon
Integration Chevron down icon Chevron up icon
New Releases Chevron down icon Chevron up icon
Troubleshooting Tips Chevron down icon Chevron up icon
An Ongoing Maintenance Checklist Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

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Ola Jan 31, 2019
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Excellent product. A great insight and guidance. I wish I had it a year ago.
Amazon Verified review Amazon
Tadashi Davis Aug 27, 2018
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I have done 20 NetSuite implementations. This book is still a great tool to keep on your tablet to ensure all bases are covered in the backend. It is very informative and if you are a NetSuite admin it is a must have.
Amazon Verified review Amazon
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