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

Transaction import

I'm going to focus on an update as the transaction import. Let's assume we need to change a specific item that appears on sales orders, such as Product A rev. 1 needs to replaced by Product 1 rev. 2 on all open sales orders.  

Updates are best done by starting with the data that is already in the system. Create a saved search to identify the data you are looking to update with the plan to export the data, manipulate it in Excel, and then re-upload the changes. The internal ID of the transaction will be used to ensure that the correct record is being updated.

There are two options to update the line level of a transaction. The first option is to overwrite the entire line level with the information in the source file. This works especially well when there is only one line on each sales order and it is the line item that we want to replace. The key is to use the OVERWRITE SUBLISTS option in step 2 of the import wizard, which will overwrite the entire sublist of line items with...