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

Customer import


It is important to identify whether an entity being imported is an individual or a company. Individual customers have Firstname and Lastname fields, which are missing from a company customer. That information is recorded on the contact record for a company customer. I recommend splitting entity imports into an individual file and a company file because they require different import maps.

Example 1 – Customer import use case

Let's analyze this table for import as an example:

Company

Firstname 

Lastname 

Email  

Street address

City 

State 

Country

Terms

Disney

Donald 

Duck 

[email protected]

123 Main Street 

Orlando

Florida 

United 

States

Net 30

Universal

Harry

Potter 

[email protected]

905 Young Street 

Orlando 

FL 

US

Net 30

Mi6

James 

Bond

[email protected]

 100 Church Street 

London 

UK

Net 60

N/A

Katy

Perry 

 kphotmail.com

 102 7th Ave 

New York 

NY 

USA

Net 15

The values in the country field need to be changed:

  • United States is named three different ways and these need to be changed to the value in NetSuite, which is United States...