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

Tips and tricks

New Custom fields are found at the Customization | ListsRecords and Fields menu path.  Entity fields | Transaction body fields, item, and CRM fields all sound very complicated. Let's keep it really simple. Just go to the record you need to add the file to and click Edit. Customer, Vendor, Sales Order, Item, whatever. Now, select the Customize button in the top-right corner of the page and click New Field:

Select New Field from the record

We are now taken to the new custom field for that specific record. We selected new field from the customer record in our example and are therefore taken to the new Custom Entity Field page; the Applies toCustomer checkbox is automatically checked:

Custom Entity Field setup

We can now proceed to configure our new field, as well as applying it to other records, for instance, contacts, and printing the custom field on statements or price lists:

Placing the custom field on different records

Forms can also be accessed from a specific record. Go to...