Book description
Get hands-on with NetSuite implementation, customization, and integration services for automating operations and accelerating business growth
Key Features
- Understand how to consult a new client from the kick-off meeting to their go-live and beyond in the fastest possible time
- Explore the new features in NetSuite 2021 and learn best practices for ERP and CRM consultants
- Avoid the common pitfalls that consultants can run into when implementing NetSuite
Book Description
NetSuite For Consultants takes a hands-on approach to help ERP and CRM consultants implement NetSuite quickly and efficiently, as well deepen their understanding of its implementation methodology.
During the course of this book, you’ll get a clear picture of what NetSuite is, how it works, and how accounts, support, and updates work within its ecosystem.
Understanding what a business needs is a critical first step toward completing any software product implementation, so you'll learn how to write business requirements by learning about the various departments, roles, and processes in the client's organization. Once you've developed a solid understanding of NetSuite and your client, you’ll be able to apply your knowledge to configure accounts and test everything with the users. You’ll also learn how to manage both functional and technical issues that arise post-implementation and handle them like a professional.
By the end of this book, you'll have gained the necessary skills and knowledge to implement NetSuite for businesses and get things up and running in the shortest possible time.
What you will learn
- Understand the NetSuite ecosystem, including its main modules, the platform, and related features
- Explore the fundamentals of NetSuite and get ready to implement it in any organization
- Discover how to manage gaps, data migration, and integrations with NetSuite
- Find out how to minimize disruptions in finance as you migrate to NetSuite
- Understand the steps to configure your organization s account and how development and testing fit into the implementation schedule
- Refine your skills with NetSuite tips and tricks and make each implementation process a success
Who this book is for
This book is aimed at consultants, NetSuite users, and partners who are tasked with guiding the organizations to get their business up and running with NetSuite. Basic NetSuite training and a general understanding of its features is required to get the most out of this book.
Table of contents
- NetSuite for Consultants
- Contributors
- About the author
- About the reviewer
- Preface
- Section 1: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
- Chapter 1: Introduction to the NetSuite Ecosystem, Platform, and Related Features
- Chapter 2: Selecting and Applying an Implementation Methodology
- Chapter 3: Creating a Project Plan
- Section 2: Understanding the Organization You Will Implement the Solution for
- Chapter 4: Documenting the Organization's Requirements
- Chapter 5: Analyzing the Organization's Users and Roles
- Chapter 6: Understanding the Organization's Accounting and Finance
- Chapter 7: Getting to Know the Organization's Customers, Other Entities, and Items
- Chapter 8: Identifying the Organization's Main Transactions
- Section 3: Implementing an Organization in NetSuite
- Chapter 9: Custom Forms, Records, and Fields
- Chapter 10: Centers and Dashboards
- Chapter 11: Items and Related Lists
- Chapter 12: Customers, Vendors, Contacts, and Other Entities
- Chapter 13: Financial Transactions and Period Closes
-
Chapter 14: Procure-to-Pay Transactions
- Using Requisitions, Purchase Requests, and Purchase Orders
- Managing Special Orders and Drop Ship Orders
- Utilizing Inbound Shipments and processing Item Receipts
- Planning for and using Vendor Bills
- Tracking Vendor Prepayments and making Vendor Payments
- Processing Vendor Returns and Vendor Credits
- Summary
- Self-assessment
- Chapter 15: Order-to-Cash Transactions
- Chapter 16: Other Transactions and Custom Transactions
- Chapter 17: Analytics, Reports, and Data Exports
- Section 4: Managing Gaps and Integrations
-
Chapter 18: Managing Gaps and Creating Custom Automations
- Technical requirements
- Identifying gaps and needs for automation in requirements
- Customizing NetSuite processes with workflows
- Making NetSuite work for you with scripts
- Documenting customization requirements and solutions
- Managing customizations over time, including their deployments
- Summary
- Self-assessment
- Chapter 19: Managing Integrations
- Chapter 20: Managing Data Migrations
- Appendix: My Answers to Self-Assessments
- Other Books You May Enjoy
Product information
- Title: NetSuite for Consultants
- Author(s):
- Release date: January 2022
- Publisher(s): Packt Publishing
- ISBN: 9781801818773
You might also like
book
NetSuite for Consultants - Second Edition
Guide clients through a NetSuite implementation with the latest features in 2023 including gathering requirements, setting …
book
NetSuite ERP for Administrators
Learn steps and tasks to help a NetSuite administrator perform both his daily and monthly tasks …
book
Implementing Order to Cash Process in SAP
Implement critical business processes with mySAP Business Suite to integrate key functions that add value to …
video
Business Intelligence with Microsoft Power BI - with Material
Whether you want to prepare your data for visualization or create eye-catching reports and dashboards from …