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NetSuite ERP for Administrators

Book Description

Learn steps and tasks to help a NetSuite administrator perform both his daily and monthly tasks efficiently. Advance his expertise to become NetSuite leader without having to spend time and money on corporate trainings.

About This Book
  • Understand the business considerations and implementation of the NetSuite ERP
  • Gain a deep knowledge of enterprise security, data management, process automation, and analytics
  • Learn techniques to sail through system maintenance while ensuring accuracy and to practically troubleshoot issues
Who This Book Is For

This book is for administrators, consultants, and Project Managers who would like to improve their skills in the areas of configuration and system management. Basic experience implementing NetSuite is assumed.

What You Will Learn
  • Provide executives with meaningful insights into the business
  • A Framework to streamline the implementation of new and existing features
  • Leverage built-in tools to optimize your efficiency and effectiveness
  • Test configuration to check the implementation of role-specific permissions
  • Understand how to optimize the amount of data to be shared with users
  • Import data like new leads and employ current data like pricing updates
  • Perform on-going maintenance and troubleshoot issues
In Detail

NetSuite ERP is a complete, scalable cloud ERP solution targeted at fast-growing, mid-sized businesses and large enterprises. It's the smartly executed combination of financial management operations and built-in business intelligence, which enables companies to make data-driven and well-informed decisions. This book will help administrators become expert enough to be seen as the NetSuite leader at their company and to be able to advise department heads on specific processes, and strategic decisions. We start with an overview of ERP and NetSuite ERP, before going on to explain the built-in features to show the breadth of NetSuite ERP's product and its ease of use. We then discuss business aspects, focusing on the most important processes in NetSuite. Then you'll understand the implementation aspects that are generic enough to cover all the features. The focus then shifts to specific skills that you will need to administer for any system, such as roles, permissions, customization, and data imports. Moving on, you'll learn how to centralize the creation of search templates and give users the tools to pivot the data and expose it to the user in useful ways, such as on the dashboard. The book ends with checklists providing actionable steps that you as an administrator can take to do your job and support the application through new releases and troubleshooting problems.

Style and approach

A slow and steady introduction of topics from reports through searches with aim to enable the administrator to gain a holistic view of the NetSuite product.

Table of Contents

  1. Title Page
  2. Copyright and Credits
    1. NetSuite ERP for Administrators
  3. Dedication
  4. Contributors
    1. About the author
    2. About the reviewer
    3. Packt is searching for authors like you
  5. Packt Upsell
    1. Why subscribe?
    2. PacktPub.com
  6. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
      1. Download the color images
      2. Conventions used
    4. Get in touch
      1. Reviews
  7. The Value Proposition – Doing More with Less
    1. Value of ERP 
    2. The NetSuite value proposition – the whole is greater than the sum of its parts
    3. Summary
  8. Exploring NetSuite Tools
    1. Features that support businesses
    2. Features that support administrators
      1. Duplicate Detection
      2. Security, from password policies to roles
      3. Publishing dashboards
      4. Building searches
      5. Using Workflow Manager to automate tasks
      6. Page loading times
    3. Features that support users
      1. Reminders
      2. Key Performance Indicators (KPIs)
      3. KPI meters
      4. KPI scorecards
      5. List
      6. Saved Search
      7. Trend graphs
      8. Report snapshots
      9. Pivoting data on the dashboard
      10. Global search
      11. Memorized transactions
    4. Summary
  9. OneWorld
    1. Subsidiary hierarchy
    2. List records
      1. Customers
      2. Vendors
      3. Items
      4. Employees
      5. Chart of accounts
      6. Transactions
        1. Intercompany journal entries and advanced intercompany journals 
    3. Summary
  10. Implementing
    1. Procure-to-pay process
      1. Enabling the feature
        1. Configuring the defaults and preferences
          1. General tab – Accounts Payable
          2. Items/Transactions tab
          3. Order Management – Purchasing
          4. Order Management – Receiving
          5. Order Management – Vendor bills
          6. Approval routing
        2. Building blocks
          1. Employees
          2. Vendors
          3. Item record
        3. Transactions
    2. Order-to-Cash
      1. Enabling features
        1. Configuring the defaults and preferences
          1. Shipping and tax
          2. Accounting Preferences – Order Management
          3. Accounting Preferences – Items/ Transactions and Accounts
          4. Sales & Pricing section in Accounting Preferences 
          5. Accounts Receivable in Accounting Preferences 
        2. Building blocks
          1. Customer
          2. Item record
          3. Shipping Items
        3. Transactions
    3. Summary
  11. Security and Permissions
    1. Authentication
      1. Username and password
      2. Security questions
      3. IP address rules
      4. Login URL
    2. Roles and permissions
      1. Center
      2. Permissions, restrictions, and forms
        1. Permissions
        2. Restrictions
          1. View access to specific records
          2. Restrictions by segment
        3. Forms
      3. User Roles
      4. Identifying differences between roles
      5. Global permissions
    3. Audit Trail
      1. View login Audit Trail
      2. System notes
      3. Audit Trail
      4. Saved Search Execution Log
    4. Custom reports
      1. The Audience subtab
      2. The Access subtab
      3. File Cabinet
    5. Summary
  12. Customization
    1. Customization options
    2. Tips and tricks
    3. Common characteristics
    4. Custom entity field
    5. Employee and transaction fields use case
    6. Custom records
      1. Online forms
      2. Custom record example
      3. Reporting on custom records
      4. Custom Record online form example
    7. Customizing forms
      1. Main screen
    8. Advanced PDF/HTML layouts
    9. Summary
  13. Imports
    1. The CSV Import Assistant
    2. Best practices
      1. Internal IDs
      2. Source data
      3. Importing tips 
    3. Customer import
      1. Example 1 – Customer import use case
    4. Item import
      1. Inventory import
      2. Kit import
    5. Transaction import
    6. Edge cases
      1. Change a transaction form via import
      2. Extending CSV imports
    7. Troubleshooting
    8. Summary
  14. Analytics – Searches, Reports, and the Dashboard
    1. Dashboard overview
    2. Searches versus reports
      1. Advantages
        1. Advantages of Saved Searches
        2. Advantages of Reports
    3. Saved Searches
      1. Criteria tab
        1. Formulas
        2. Standard versus summary criteria
      2. Results tab
        1. Summary column
        2. Function column
        3. Formula column
        4. Custom label and summary label columns
      3. Highlighting
      4. Available filters
      5. Audience tab
      6. Email
        1. Scheduled Emails
        2. Email alerts
      7. Roles
      8. Search settings
        1. The PUBLIC checkbox
        2. Available as List view
        3. Available as Dashboard view 
        4. Available as Sublist 
        5. Available for Reminders
      9. Examples
        1. Entity saved search example
        2. Transaction search example
    4. Reports
      1. Standard reports
        1. Report edit columns
        2. Report filters
        3. Report sorting
        4. Report – More options
      2. Financial Report Builder
    5. Dashboard
      1. Custom KPIs and KPI Scorecards 
        1. KPI
          1. Custom KPI example
        2. KPI Scorecard
          1. KPI scorecard example
    6. Summary
  15. Workflows
    1. SuiteFlow
      1. Which record will be affected?
      2. When will the automation be activated?
        1. Initiation
        2. Order
        3. Triggers
      3. What will be automated?
      4. How do we set up a workflow?
        1. Creating a new workflow
        2. Creating states
        3. Creating Actions
    2. Troubleshooting workflows
    3. Use case
      1. Creating the custom field
      2. Saved search
      3. Workflow
    4. Summary
  16. Integration
    1. The suite versus best of breed
      1. The suite
      2. Best of breed
    2. The framework
      1. Lessons learned
    3. Summary
  17. New Releases
    1. Major releases
      1. What release am I on?
      2. Notifications
      3. Important dates
    2. Release Preview
      1. Preparing for the upgrade
        1. Sneak peeks and release notes
        2. Training videos
        3. Test plan
      2. Sandbox
    3. Summary
  18. Troubleshooting Tips
    1. Database uptime
    2. Documentation
    3. Help center
    4. SuiteAnswers
      1. Training videos
    5. NetSuite user group
    6. A methodology for troubleshooting
      1. Troubleshooting errors
      2. New functionality
        1. Enabling features
        2. Accounting preferences
        3. Setup manager
        4. Help Center
        5. A philosophical approach
    7. Summary
  19. An Ongoing Maintenance Checklist
    1. Checklist
      1. Backups
    2. Review administrative confirmations
      1. System alerts
    3. Login audit trail
      1. Billing information
      2. Duplicate detection
    4. Summary
  20. Other Books You May Enjoy
    1. Leave a review - let other readers know what you think