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

Chapter 9. Workflows

As we have seen, NetSuite packs in a lot of tools to standardize and automate processes across an entire company, yet it may not automate all the processes that your company requires. What do we do then?

Scripting is always an option, but that can be costly and time-consuming, so NetSuite has included a point-and-click automation builder called SuiteFlow. 

SuiteFlow is very powerful but does have its limitations. It can, however, automate a number of tasks, such as approval routing, automating the inputting of data, and normalizing data, and it can even create completely new records based on certain criteria. This chapter includes the following:

  • Approval routing and implementing complex approval routing for purchase orders based on multiple criteria, such as department, location, and class, as well as employee hierarchy
  • Automating the inputting of data
  • Normalizing data
  • Creating new records and automatically invoicing certain sales orders once fulfilled

This is an introductory...