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

Advanced PDF/HTML layouts

Advanced PDF/HTML layouts are located at Customization | Forms | Advanced PDF/ HTML Templates. It lists the prebuilt templates, as well as any custom templates that we have created by customizing a standard template. The TYPE field shows the record that each template is associated with, and the preferred column, the template that is assigned by default to any new transaction forms of that type. The key word is new because the selection is not retroactive. If you wish to change the print template of the existing transaction forms, you'll need to return to the transaction form after finalizing the custom PDF/HTML layout and select your new version as the new print template:

Select form to Print on Custom Transaction Form

Standard PDF/HTML templates have a Customize button next to them, whereas a custom template has an Edit button. NetSuite does not allow us to overwrite a standard template, so we can always refer back to the original, if necessary. It does, however...