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

Use case

Accounting wants to create a specific email address for the AP department on each customer record. We are then required to send any invoices to the AP email address if an email address is entered on the customer record.

There are three parts to this use case:

  • Create the AP email custom field.
  • Create a saved search to limit the workflow to execute only on transactions for those customers who have an AP address on their customer record.
  • Create a workflow to email the transaction to that email address.

Creating the custom field

Go to a customer record and click the Customizebutton in the top right-hand corner of the screen. Select New Field:

  1. Name the field AP email Address
  2. Enter the field ID as _apemail
  3. Select email address from the Type dropdown
  4. Go to the Display tab and select the subtab Main
  5. Click Save

Saved search

Start by creating the saved search to determine the specific records that will be affected

  1. Go to Lists | Search | Saved Search | New
  2. Select Transaction
  3. Name the search Customer Has AP...