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NetSuite for Consultants, 2e

You're reading from   NetSuite for Consultants, 2e Your comprehensive guide to becoming a successful NetSuite consultant in 2023

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Product type Paperback
Published in May 2023
Publisher Packt
ISBN-13 9781837639076
Length 346 pages
Edition 2nd 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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Table of Contents (28) Chapters Close

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

Use case – differences between a wholesale distributor and a software company

To help you understand how two NetSuite clients can differ from each other, let’s take a close look at two fictional businesses – Acme Industries from Portland, Oregon, and IntelliChime from New York City.

Acme Industries is a wholesale distributor of hot tubs and related parts and accessories. They mainly purchase their hot tubs from three manufacturers, but their parts come from all over the world. They have two main warehouses they distribute from in the Pacific Northwest. They’ve been in business since the early 1970s, have about 200 employees (all in the Pacific Northwest region), and are currently running the business on the same ERP system they started with way back then. That legacy ERP system runs on AS400 hardware and has green text screens they connect to via terminal software from modern PCs. It’s been customized to a certain extent by the in-house IT team...

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