book

NetSuite for Consultants - Second Edition

Name: NetSuite for Consultants - Second Edition
Author: Peter Ries
ISBN: 9781837639076

by Peter Ries

May 2023

Intermediate to advanced

346 pages

9h 7m

English

Packt Publishing

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Preface
Who this book is forWhat this book coversTo get the most out of this bookGet in touch
Section I: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
Introduction to the NetSuite Ecosystem, Platform, and Related Features
NetSuite the company, NetSuite the productNetSuite editions, features, accounts, and centersNetSuite accountsProduction accountsSandbox accountsDevelopment accountsRelease Preview accountsData in NetSuite accountsSandbox refreshesHow NetSuite is updatedNetSuite people – sales, support, and services – and partnersNetSuite’s product offeringsOther ways NetSuite is enhancedThe NetSuite SuiteCloud platformSuiteBuilderSuiteScriptSuiteFlowSuiteTalk (SOAP and REST)SuiteAnalytics ConnectNetSuite’s mobile appsSummarySelf-assessment
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
Creating a Project Plan
What goes into a project plan?Setting project goalsDefining the tasks in the project planConference room pilots, walkthroughs, and testingApplying your methodology to the project planLiving with the plan as changes occurSummarySelf-assessment
Section II: Understanding the Client’s Organization
Documenting the Organization’s Requirements
Understanding the organization’s industryManufacturingMiscellaneousNot-for-profitRetailSoftwareServicesWholesale/distributorUnderstanding the organization’s business and peopleThe main point of contact is sometimes called the project 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 walkthroughsUser Acceptance Testing (UAT)Go-liveDocumenting requirementsSummarySelf-assessment
Analyzing the Organization’s Users and Roles
Understanding departments, teams, managers, and usersAccountingAccounts payableAccounts receivableAdministrators/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 expenses and other approvalsManaging users with multiple rolesSummarySelf-assessment
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 financesSummarySelf-assessment
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 itemsLot numbered itemsSerial numbered itemsMatrix itemsOther chargesSummarySelf-assessment

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 ROIRevenue recognitionReturn to Credit (RTC)Project to deliveryWeb to orderSummarySelf-assessment
Section III: Implementing an Organization in NetSuite
Custom Forms, Records, and Fields
What is SuiteBuilder and when should you use it?Customizing the 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
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
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
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
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
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
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
Other Transactions and Custom Transactions
Using Work Orders and Assembly Builds for manufacturersAssembly ItemsWork OrdersAssembly BuildsWIP/Manufacturing RoutingManaging revenue recognition with Advanced Revenue ManagementAdvanced Revenue ManagementRevenue recognition rulesRevenue recognition plansRevenue ArrangementsRevenue allocationAmortizationUsing Cases and Issues for customer supportCreating custom transactions for special sales and purchasesSummarySelf-assessment
Analytics, Reports, and Data Exports
Using searches and views to find informationCreating reports for in-depth analysisUtilizing datasets and workbooks to look even closerLinking datasets for even more flexibilityCreating exports with SuiteAnalytics ConnectSummarySelf-assessment
Section IV: Managing Gaps and Integrations
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
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 – SuiteScript RESTletCreating custom exports from NetSuiteSummarySelf-assessment
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-assessment
Appendix: My Answers to Self-Assessments
Other Books You May Enjoy
Index

Content preview from NetSuite for Consultants - Second Edition

9 Custom Forms, Records, and Fields

An Enterprise Resource Planning (ERP) system would be unusable without the ability to customize screens, allowing people to add fields they need for their business and remove all of the natively offered things they won’t use. Every NetSuite client will have a few (if not a lot of) reasons to customize their NetSuite instance, and that usually starts with the records, forms, fields, and other related features. You will learn how to use these always-available custom fields, records, and forms to tweak the account to fulfill your client’s requirements.

In this chapter, you will learn how to implement a client’s foundational elements, including the following:

What is SuiteBuilder and when should you use it?

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NetSuite for Consultants - Third Edition

Publisher Resources

ISBN: 9781837639076

Cloud Computing

Data Engineering

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AI & ML

Programming Languages

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IT/Ops

Security

Design

Business

Soft Skills

NetSuite for Consultants - Second Edition

by Peter Ries

9

Custom Forms, Records, and Fields

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.