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 6. Customization

Usually, when we think of customization, we think of adding fields to a database. Customization, however, can take different forms. It includes the ability to edit forms to hide specific fields, or even to make those fields read-only. We can also edit forms in order to move the field to a different section of the form, for instance, if we need to place a field from one of the tabs into the main area of the screen. Forms are not just for internal use so that your users can access the information easily. The information also needs to to be printed or emailed to the people we transact with. They will likely need to see different information from what your users need to access so we need to specify the data they need to see on those documents. NetSuite gives us the ability to edit the external forms as well as internal forms to ensure that everyone sees the information that they are entitled to. In this chapter, we will examine the tools that NetSuite provides for this...