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

SuiteFlow


A workflow is made up of different states, which follow each other sequentially. Each state is made up of different actions that occur within the state, and of course, we can determine the order in which the actions take place so this becomes like a sequential decision tree. The workflow starts in state 1 and will only move to the next state once all of the appropriate actions in that state have been completed. We can build logic into these states and actions so that the workflow can skip a state or an action depending on the criteria that we set:

Workflow represented in sequential order

Drip marketing is a great example of this. Marketing is used to communicate with leads and customers continually over time. Each communication is like the drip of a drop of water as it hits the surface. Each drop of water does not have any specific effect, however, the continual dripping is what causes the surface to break down. This is obviously a difficult task to achieve as we need multiple drops...