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

Searches versus reports


If you are wondering what the difference is between searches and reports, the answer is: not very much. They both perform similar tasks and are to some extent duplicates, yet NetSuite contains both options. Let's outline the advantages of each to help you decide when to use searches or reports.

Advantages

Let's review the advantages of searches and reports.

Advantages of Saved Searches

Saved Searches have the following advantages over Reports:

  • Saved Searches are better at providing lists of data, for instance, a list of customers in California.
  • The results of a saved search can be leveraged elsewhere in the system, for instance, mail merges, marketing campaigns, mass updates, and, of course, the dashboard. All the custom BI tools on the dashboard, with the exception of report snapshots, are built on custom saved searches.
  • As a general rule, when you're looking to report on entities (customers, vendors, employees, and partners) saved searches are usually the way to go.
  • Searches...