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

Features that support administrators


They say that the only constant is change, so how do you change data when circumstances change?

NetSuite provides you with a number of tools to do so. The import wizard is the most comprehensive tool to update data, and we cover it in depth in a later chapter. Inline editing, on the other hand, is the simplest. Once enabled, this feature turns the lists in NetSuite into quasi-Excel spreadsheets, and it can be used to edit data without having to drill-down to each individual record in the list.

Inline editing is represented by an Edit button at the top of all lists. The list becomes editable as soon as the Edit button is clicked. Data in any column that contains a pencil icon in the column header can be edited simply by clicking into the column on the appropriate row and editing the data. The new data will be saved as soon as the user clicks out of that cell:

Inline editing

An educated administrator can use inline editing to mass-update up to 999 records at...