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


We have spoken about the power of the dashboard, but how do we get information onto the dashboard? How do we get custom search and reports onto the dashboard for our users to view? The saved search has more applicability compared to the dashboard because it is the basis for all custom KPIs, Custom Searches, Custom Lists, and KPI Scorecards. Custom search results are the easiest because all that is required is for the Saved Search to have the Available on Dashboard View checked off. The user can then add the saved search or list to their dashboard view with ease.

Custom KPIs and KPI Scorecards 

The Custom KPIs and KPI Scorecards are a little more complicated. They also rely on Saved Searches and are typically searches that perform a calculation using the summary column on the saved search page. We can use the same saved searches for both KPIs and KPI Scorecards.


The key to creating a saved search that appears on the dashboard as a KPI is to ensure that there are no date filters...