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

The CSV Import Assistant

The Import Assistant is, of course, a wizard, so the system will try to guide you as you start to import information into NetSuite.

NetSuite allows you to import most records, and we see the list of records by going to Setup | Import Export | Import CSV. We begin by choosing the type of records we need to import, for example, when importing sales orders, we will need to use Transactions, or if importing customers, we will need to choose Relationships. For items, select the item's type and then choose the subtype of that original type. In the case of items, for instance, one could choose Inventory item, a kit, or package, among others:

Record type selection on the Import Assistant

Select the source file, which will be a file saved as the CSV type; after all, we are using the import CSV wizard!

NetSuite performs a preliminary test for errors, so if there is a column in the source data with a blank header, it will return an error. We will not be able to proceed with that...