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 focused on personalizing the NetSuite database to be able to record all the data that is relevant to your industry. We looked at adding fields to records and displaying them on the right forms for users to enter information. We also showed the different options that are available to make the users' job easier when entering that information, such as picklists, multi-select picklists, and checkboxes. We also looked at how to reuse information, such as existing picklists of employees, and filter that list so that it doesn't contain the values that don't apply to this record.

We created a custom record and placed it on the web for customers to fill it out on their own; we also as explored how to customize internal and external forms to display the data that needs to be entered and reviewed.

Now that we have the fields available for all our data, we'll shift focus to entering data into those fields. While this can be done manually, it is more efficient to automate the...