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NetSuite for Consultants

You're reading from   NetSuite for Consultants A handbook for ERP and CRM consultants to implement NetSuite 2021 quickly and easily

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Product type Paperback
Published in Jan 2022
Publisher Packt
ISBN-13 9781801818773
Length 320 pages
Edition 1st Edition
Concepts
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Author (1):
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Peter Ries Peter Ries
Author Profile Icon Peter Ries
Peter Ries
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Toc

Table of Contents (27) Chapters Close

Preface 1. Section 1: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
2. Chapter 1: Introduction to the NetSuite Ecosystem, Platform, and Related Features FREE CHAPTER 3. Chapter 2: Selecting and Applying an Implementation Methodology 4. Chapter 3: Creating a Project Plan 5. Section 2: Understanding the Organization You Will Implement the Solution for
6. Chapter 4: Documenting the Organization's Requirements 7. Chapter 5: Analyzing the Organization's Users and Roles 8. Chapter 6: Understanding the Organization's Accounting and Finance 9. Chapter 7: Getting to Know the Organization's Customers, Other Entities, and Items 10. Chapter 8: Identifying the Organization's Main Transactions 11. Section 3: Implementing an Organization in NetSuite
12. Chapter 9: Custom Forms, Records, and Fields 13. Chapter 10: Centers and Dashboards 14. Chapter 11: Items and Related Lists 15. Chapter 12: Customers, Vendors, Contacts, and Other Entities 16. Chapter 13: Financial Transactions and Period Closes 17. Chapter 14: Procure-to-Pay Transactions 18. Chapter 15: Order-to-Cash Transactions 19. Chapter 16: Other Transactions and Custom Transactions 20. Chapter 17: Analytics, Reports, and Data Exports 21. Section 4: Managing Gaps and Integrations
22. Chapter 18: Managing Gaps and Creating Custom Automations 23. Chapter 19: Managing Integrations 24. Chapter 20: Managing Data Migrations 25. Other Books You May Enjoy Appendix: My Answers to Self-Assessments

Grouping records by business process

There are many ways we could break down the list of activities a business needs to record each day they're in operation. The most common way that's used in most industries today is to label them by the process flow they are most commonly a part of, describing the starting point and the result. For instance, for sales to customers, we refer to the OTC process, since the process starts with an order and ends with the business being paid (hopefully!). We use these labels to describe the processes almost every business has, no matter which industry they're a part of, or where they are in the world.

Important Note

As we progress through this chapter, please note that sometimes, we'll use the word record for things you can enter in NetSuite. These are usually going to be transaction records but may on occasion be something else, such as an item or a support case. We don't want to get too bogged down by those terms here...

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