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

Roles and permissions

Whenever you give a person access to NetSuite, you need to select a role or a number of roles that can be used. This applies to employees as well as customers, vendors, and partners, who would be assigned to the customer center, vendor center, or partner center to access those portals.

The administrator can permit or restrict access to any screen in NetSuite, so there are many options to choose from. The good news is NetSuite provides standard templates, so we don't need to set these roles up from scratch. You'll find the role templates under Setup | User & Roles | Manage Roles. There are standard roles for most, if not all, users in the company, from an AP clerk to the controller to the warehouse manager to the CEO:


Best practice is to always set up your own copy of a template before assigning it to users. This applies even if you want to use the substance of the standard role. Just click Customize, change the name of the role to include your company name, and...