book

NetSuite for Consultants - Third Edition

Name: NetSuite for Consultants - Third Edition
Author: Peter Ries
ISBN: 9781836640776

by Peter Ries

August 2025

Intermediate to advanced

336 pages

9h 56m

English

Packt Publishing

Read now

Unlock full access

NetSuite for Consultants
Contributors
About the author
About the reviewer
Preface
Who this book is forWhat this book coversPart 1: The NetSuite Ecosystem, Including the Main Modules, Platform, and Related FeaturesPart 2: Understanding the Client’s OrganizationPart 3: Implementing an Organization in NetSuitePart 4: Managing Gaps and IntegrationsTo get the most out of this bookConventions usedGet in touchYour Book Comes with Exclusive Perks - Here’s How to Unlock ThemStep 3Need help?Share Your Thoughts
Part 1: The NetSuite Ecosystem, Including the Main Modules, Platform, and Related Features
Chapter 1: Introduction to the NetSuite Ecosystem, Platform, and Related Features
NetSuite the company, NetSuite the productNetSuite editions, features, accounts, and centersNetSuite accountsHow NetSuite is updatedNetSuite people – sales, support, and services – and partnersNetSuite’s product offeringsThe NetSuite SuiteCloud PlatformSuiteBuilderSuiteScriptSuiteFlowSuiteTalk (SOAP and REST)SuiteAnalytics ConnectNetSuite’s mobile appsSummarySelf-assessmentLearn more on Discord
Chapter 2: Selecting and Applying an Implementation Methodology
What is a methodology and why do we need one?Selecting from the different approachesThe Waterfall methodThe Agile methodAdapting the methodology to each clientStarting with Waterfall, applying Agile when necessarySummarySelf-assessment
Chapter 3: Creating a Project Plan
What goes into a project plan?Setting project goalsDefining the tasks in the project planConference room pilots, walk throughs, and testingApplying your methodology to the project planLiving with the plan as changes occurSummarySelf-assessment
Part 2: Understanding the Client’s Organization
Chapter 4: Documenting the Organization’s Requirements
Understanding the organization’s industryManufacturingNot for profitRetailSoftwareServicesWholesale/distributorMiscellaneousUnderstanding the organization’s business and peopleProject managerThe subject matter expertsThe users/testersOther project helpersUse case – differences between a wholesale distributor and a software companyGathering requirements and interviewsProject kickoffBusiness process reviewsDemos, conference room pilots, and walk-throughsUATGo-liveDocumenting requirementsSummarySelf-assessment

Chapter 5: Analyzing the Organization’s Users and Roles
Understanding departments, teams, managers, and usersAccountingAccounts payableAccounts receivable (A/R)Administrators/upper managementInformation technologySalesSupportWarehouseGrouping people with roles in NetSuiteDoes the user need to view, create, edit, or fully manage a given record or list?Which custom records does the role need access to?Which reports will the role need access to?What do you want the role’s dashboard to have on it?Which forms and searches should be the role’s preferred versions?Creating and managing employeesGrant accessAssign rolesSet up their supervisorSet up their expense limits and approvalsManaging users with multiple rolesSummarySelf-assessment
Chapter 6: Understanding the Organization’s Accounting and Finance
Enabling features and setting up the accounting basicsDefining the general ledger and Chart of AccountsSetting up segmentation—subsidiaries, locations, departments, and classesSubsidiariesLocationsDepartmentsClassesCustom segmentsUnderstanding the Accounts Payable featureUnderstanding the Accounts Receivable featureUse budgeting to plan and control financesSpecial use case – fixed asset managementSummarySelf-assessment
Chapter 7: Getting to Know the Organization’s Entities and Items
Differentiating client leads, prospects, and customersImplementing customer projects and resourcesWhen to use contacts versus sub-customersManaging vendors, partners, and other entity typesIdentifying items and their typesWhen we use special-purpose itemsSummarySelf-assessment
Chapter 8: Identifying the Organization’s Main Transactions
Grouping records by business processGathering requirements for RTR transactionsGathering requirements for PTP transactionsGathering requirements for OTC transactionsAnalyzing the other process groupsDesign to buildLead to quoteCall to resolutionHire to payMarketing to return on investmentRevenue recognitionReturn to creditProject to deliveryWeb to orderSummarySelf-assessment
Part 3: Implementing an Organization in NetSuite
Chapter 9: Custom Forms, Records, and Fields
What is SuiteBuilder and when should you use it?Customizing entry and transaction formsRemoving fields the users do not need to see or will not useAdding fields the users need that were not included out of the boxRearranging the fields and lists on the formEnabling related features and settingsStoring the form with the recordActionsRolesUsing custom record types to store additional non-standard dataDefining custom lists and fieldsCheckbox versus listSingle-select lists versus multiple-select listsImage versus inline HTMLChange management for all your custom objectsRequirements or use casesIssues or defectsSystem changeSummarySelf-assessment
Chapter 10: Centers and Dashboards
Setting up native centersCustomer CenterEmployee CenterPartner CenterVendor CenterUsing custom centers for even greater control over the UIUse case – setting up and using the Customer CenterSetting up dashboards for groups by roleSummarySelf-assessment
Chapter 11: Items and Related Lists
Enabling item types, inventory management options, and so onDefining the item forms and fieldsDefining purchase prices and sales pricing for itemsSetting up matrix item types and item optionsSetting up other item types as neededDescriptionDiscountAssembly items versus item groups versus kitsOther chargesSubtotalSpecial feature: Supply Chain Control TowerSummarySelf-assessment
Chapter 12: Customers, Vendors, Contacts, and Other Entities
How to set up customers in the accountDuplicate recordsBad addresses/phone numbersRecords that are otherwise invalidDo you need contacts, and should you create them?Defining vendors for positive PTP processesMultiple subsidiariesAddressesFinancial considerationsVendor bill/three-way matchingSetting up competitors, partners, and other entitiesManaging projects and resourcesSummarySelf-assessment
Chapter 13: Financial Transactions and Period Closes
Setting up and using the GLImplementing currency managementCustomer and vendor currency listsExchange rates for multiple currenciesSetting up and using banking featuresUsing Journal EntriesReversalsAdvanced versus normal intercompany journalsRevenue recognitionEliminationStatistical journalsPerforming and managing period closesManage accounting periodOverride period restrictionsOverview of NetSuite’s tax featuresSummarySelf-assessment
Chapter 14: Procure-to-Pay Transactions
Using requisitions, purchase requests, and purchase ordersManaging special orders and drop-ship ordersUtilizing inbound shipments and processing item receiptsPlanning for and using vendor billsTracking vendor prepayments and making vendor paymentsProcessing vendor returns and vendor creditsSummarySelf-assessment
Chapter 15: Order-to-Cash Transactions
Using opportunities and estimates before salesRecording sales via sales orders and cash salesBulk/blanket orders and order guidesDrop-Ship Orders/Special Orders/Special Work OrdersE-commerce sales ordersProject/service deliverablesPromotionsRevenue recognitionManaging Item Fulfillments for sales, transfers, and returnsMaking the most of invoicesEntering Customer Deposits and PaymentsHow to track Return, Credit, and Refund transactionsSummarySelf-assessment
Chapter 16: Other Transactions and Custom Transactions
Using work orders and assembly builds for manufacturersAssembly itemsWork ordersAssembly buildsWIP/Manufacturing RoutingManaging revenue recognition with ARMAdvanced Revenue ManagementRevenue recognition rulesRevenue recognition plansRevenue arrangementsRevenue allocationAmortizationUsing Cases and Issues for customer supportCreating custom transactions for special sales and purchasesSummarySelf-assessment
Chapter 17: Analytics, Reports, and Data Exports
Using searches and views to find informationGlobal searchSaved searchesCreating reports for in-depth analysisUtilizing datasets and workbooks for deeper analysisLinking datasets for even more flexibilityCreating exports with SuiteAnalytics ConnectSummarySelf-assessment
Part 4: Managing Gaps and Integrations
Chapter 18: Managing Gaps and Creating Custom Automations
Identifying gaps and needs for automation in requirementsCustomizing NetSuite processes with workflowsMaking NetSuite work for you with scriptsClient scriptsUser Event scriptsScheduled and Map/Reduce scriptsSuitelets and RESTletsDocumenting customization requirements and solutionsManaging customizations over time, including their deploymentsSummarySelf-assessment
Chapter 19: Managing Integrations
Talking to clients about integrationsTalking about data preparation for integrationsCollecting information about and documenting integrationsManaging data coming into NetSuiteOption 1 – SuiteScriptsOption 2 – SuiteTalk SOAPOption 3 – SuiteTalk RESTOption 4 – MiddlewareOption 5 – SuiteScript RESTletCreating custom exports from NetSuiteSummarySelf-assessment
Chapter 20: Managing Data Migrations
Planning for the data migration processPerforming imports for data migration testing and other reasonsTesting the data in phasesData migration performancePlanning the cut-over activitiesMigrating inventory and trial balancesPerforming the final data imports before going liveSummarySelf-assessmentLearn more on Discord
Appendix: My Answers to the Self-Assessments
Chapter 1Chapter 2Chapter 3Chapter 4Chapter 5Chapter 6Chapter 7Chapter 8Chapter 9Chapter 10Chapter 11Chapter 12Chapter 13Chapter 14Chapter 15Chapter 16Chapter 17Chapter 18Chapter 19Chapter 20
Index
Why subscribe?
Other Books You May EnjoyPackt is searching for authors like youShare Your Thoughts

Overview

NetSuite for Consultants is the ultimate guide for those seeking to elevate their expertise in NetSuite implementation and customization. Authored by a seasoned Oracle NetSuite Consulting Technical Director, this book provides in-depth coverage of real-world strategies, best practices, and advanced techniques to solve complex business challenges using NetSuite.

What this Book will help me do

Learn to configure and implement NetSuite for various business scenarios, addressing diverse organizational needs.
Master strategies for automating business processes using advanced features like SuiteScripts and workflows.
Understand the use of SuiteAnalytics for data analysis to drive insights and informed decisions.
Develop integration solutions to connect NetSuite with third-party systems for seamless operations.
Explore practical case studies to overcome implementation challenges and optimize performance.

Author(s)

Peter Ries is a seasoned Oracle NetSuite Consulting Technical Director with extensive experience in implementing and optimizing NetSuite solutions for enterprises. With a passion for sharing knowledge, Peter brings a wealth of practical insights and best practices to his writing, helping readers enhance their technical and consulting skills in NetSuite.

Who is it for?

This book is crafted for NetSuite consultants, solution architects, and business analysts who aim to master the intricacies of NetSuite implementation and customization. Whether you are experienced or just beginning your journey in management software consulting, this guide offers advanced knowledge tailored to optimize business operations and solve real-world challenges effectively.

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.

Read now

Unlock full access

More than 5,000 organizations count on O’Reilly

O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.

Julian F.

Head of Cybersecurity

I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.

Addison B.

Field Engineer

I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.

Amir M.

Data Platform Tech Lead

I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.

Mark W.

Embedded Software Engineer

NetSuite for Consultants - Second Edition

Publisher Resources

ISBN: 9781836640776

Cloud Computing

Data Engineering

Data Science

AI & ML

Programming Languages

Software Architecture

IT/Ops

Security

Design

Business

Soft Skills