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

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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

Who this book is for

This book has two intended audiences. One is people who work for a company that helps other businesses implement NetSuite. We generally refer to those companies as NetSuite partners or vendors, or sometimes system integrators. They have lots of people on staff whose job is to work with NetSuite client companies and help them get started on the platform. These folks need to learn more about NetSuite and how to work with clients.

The other audience for this book is anyone working at a NetSuite client company who needs to help their users do more with the product – or maybe they’re considering whether they could self-implement without the help of a partner. This will always be a large, challenging task, but you might feel more confident about taking this on after reading this book.