Book Image

NetSuite ERP for Administrators

By : Anthony Bickof
Book Image

NetSuite ERP for Administrators

By: Anthony Bickof

Overview of this book

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.
Table of Contents (21 chapters)
Title Page
Copyright and Credits
Packt Upsell

Release Preview

The Release Preview account is a temporary test account that is a replica of your live database. It is provided free of charge to you to test the new functionality prior to the release. This account has no interaction with your live account after being provisioned, so don't expect any additional data to synchronize between the two. It's always wise to perform some testing prior to the actual release, the Release Preview account is the perfect place to perform this testing. 

We access the Release Preview database by logging into NetSuite in the normal way and selecting the change role button. The link to the Release Preview will appear there.

Preparing for the upgrade

NetSuite provides us with a number of tools to help us prepare for the release.

Sneak peeks and release notes

NetSuite provides documentation detailing the new functionality in the new release. We can access those documents from the New Release Portlet or from Suite Answers:

  1. Click Help.
  2. Click SuiteAnswers.
  3. Find the New...