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

Creating exports with SuiteAnalytics Connect

When a client needs to access their NetSuite data from another system, we have a few natively supported options for making this happen. I will cover all of the integration options in Chapter 19, Managing Integrations, but when we’re talking about more than a little data, and the client needs to access that data regularly, we usually steer them toward SuiteAnalytics Connect. This is NetSuite’s built-in, easily enabled option that allows other applications to make industry-standard connections to NetSuite to pull data out of the system. This is a one-way street, if you will; we can’t use this feature to make any updates in NetSuite.

NetSuite currently has two different data sources we can use to connect to the SuiteAnalytics Connect service: Netsuite.com and Netsuite2.com. The second data source is newer and supports more granular permission controls and so should generally be used with any new Connect development...