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

Summary


In this chapter, we demonstrated how an administrator can configure the procedure-to-pay and order-to-cash processes. It gives us a feel for the end user process and it identifies the levers that the administrator can use to tweak the process if necessary. It also provides us with a methodology to implement new features in our account by enabling the feature, configuring the settings on the Accounting Preferences screen, and then setting the defaults on the Building Block/List records that will flow into the Transactions.

In the preceding chapters, I've given you a context on the way in which NetSuite works while identifying the functions you can use to enable end users to perform their daily jobs. In the next section, we will shift gears to specific administrative tasks that you will need to perform, secure, update, and customize the application, starting with the next chapter on roles and permissions.