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


The import wizard can be used to add additional records to the database or to update existing records. Focus on manipulating your source data to ensure it meets the criteria NetSuite requires for each field. Convert the data in fields referencing picklist values to the internal ID corresponding with the appropriate picklist value. 

We can only import one subtype of a record at a time, for instance, importing the inventory and assembly items will need to be done in two separate imports. We can import one file only or multiple files simultaneously, where the data is stored in different tables in NetSuite, such as customers and contacts. 

NetSuite provides us with advanced mapping tools in addition to simply mapping a field from the source data to the corresponding NetSuite field. The mapping screen enables us to set default values and match picklist values based on internal ID. The NetSuite fields on the mapping screen are displayed in different folders. The first folder represents the...