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

Financial Transactions and Period Closes

The bookkeepers, accountants, and financial managers within any organization will learn to love the flexibility that NetSuite provides them with to work with Journal Entries, Period Closes, Taxes, and more. You need to learn how to make sure your client’s financial experts and accountants are satisfied so that they will be able to complete their tasks every day, including at the end of their financial periods, with NetSuite.

In this chapter, we will cover the following topics:

Setting up and using the General Ledger (GL)
Implementing currency management
Setting up and using banking features
Using Journal Entries
Performing and managing Period Closes
Overview of NetSuite Tax features

Your client’s financial managers, bookkeepers, and accountants will be your main contacts for the topics covered in this chapter. They should have already completed the NetSuite Foundations training...