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

Chapter 4. Implementing

You may be thinking "Oh my gosh, this interface looks confusing. There are so many different options; how am I going to learn how to set up and implement in this complex ERP?" Well, that's the focus of this chapter. We want to distill the concept in NetSuite into easy-to-use steps that we can leverage to implement new features that will also give us the opportunity to learn about some of the standard processes that NetSuite uses for common transactions.

In this chapter, I will introduce my methodology for implementing features and we will set up and configure new features.

In this chapter, we will cover the following:

  • Enabling the feature
  • Configuring the defaults and preferences
  • Setting up the building blocks of the transaction
  • Creating transactions on the transaction menu

In this chapter, we will focus on NetSuite's main processes of procure-to-pay and order-to-cash as our use cases in order to configure them for use.