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

Saved Searches


I'm going to explain searches in NetSuite by contrasting them with a tool that you likely know very well, Microsoft Excel. Start by going to Lists | Search | Saved Search | New and select Customer.

Criteria tab

Let's start at the bottom of the screen with the tabs. The NetSuite Criteria tab is used to build the query, which is analogous to the advanced filter option in Excel:

Excel filter

The Excel filter of City = 'New York' is represented as criteria in NetSuite:

Setting up a filter in NetSuite Saved Searches

The Excel custom filter option is equivalent to Use Expressions in NetSuite. This allows you to build extensive searches using AND as well as OR logic, in addition to parentheses. The parentheses must of course balance in order for the search to run properly:

Comparison between Excel Filter and NetSuite Expressions

NetSuite also allows you to base queries on fields in other tables by clicking the filter button and scrolling down to the bottom of the list of filters. Fields...