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
Dedication
Contributors
Packt Upsell
Preface
Index

A methodology for troubleshooting


I like to divide issues into one of two categories:

  • Errors, such as, "I expect outcome 'A' but am receiving outcome 'B'."
  • New functionality, such as, "It would be great if the system could ..."

Troubleshooting errors

Here are some tips to use when troubleshooting errors:

  1. Test to see whether the issue is unique to this user by logging in as a different user with the same role. If the second user does not receive the error, it was likely caused by the user's profile.
  2. Test to see whether the issue is unique to this role. Try to access that feature in the administrator role. If the Administrator can access the feature, it's possible that the issue stems from the role. Review the permissions on the role. If you are unsure of the permission that needs to be added, use this trick:
    1. Assign yourself that user's role.
    2. Copy the URL of the feature as you access it in the administrator role.
    3. Change your role to the user's role, and paste the URL into the browser address bar....