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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
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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

Self-assessment

Setting up a business' customers and vendors can include a few surprises and challenges, so here are a few things related to these topics for you to imagine how you would solve them:

  1. A client asks you how they can control the pricing for a set of customers. They want to charge custom prices for about 1,000 items for just about 20 of their top customers. How can you help them achieve this?
  2. One of your clients wants to be able to have parents and sub-customers but they're concerned because this relationship can be more than one level deep. In other words, one parent customer might have a set of sub-customers who each might have their own set of sub-customers. Does NetSuite support this and if so, how deep can that nesting of accounts go?
  3. You are 1 week away from the planned go-live date for a client when the head of their customer support department says to you, We weren't planning to use NetSuite's Support Cases and related features...
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