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

Edge cases


Imports are so powerful, they can often help us automate processes in many different situations.

Change a transaction form via import

Transaction forms are typically saved with the transaction itself. The form is selected from the CUSTOM FORM field on entering the transaction. If no selection is made, the preferred form is used and is saved with the transaction record:

Custom form selection on a transaction

There are occasions where we may need to change the form that was originally selected in order to display or hide specific fields from our users. Our first option would be to edit each individual transaction and select the new form that needs to be used but, if you prefer spending your weekends on more exciting activities, we can use the CSV import wizard to mass update all of those transactions:

  1. Export a list of the transactions that need to be changed to a CSV file.
  2. Go to Setup | Import/Export | Import CSV.
  1. Select Transaction from the import type and select the subtype of the transaction...