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

Index

A

  • administrative confirmations
    • reviewing / Review administrative confirmations
    • system alerts / System alerts
  • administrator supporting features, Netsuite
    • Duplicate Detection / Duplicate Detection
    • password policy / Security, from password policies to roles
    • dashboards, publishing / Publishing dashboards
    • searches, building / Building searches
    • workflow manager, used for automating tasks / Using Workflow Manager to automate tasks
  • audience tab / Audience tab
  • audit trail
    • about / Audit Trail, Audit Trail
    • View Login Audit Trail / View login Audit Trail
    • System Notes / System notes
    • Saved Search Execution Log / Saved Search Execution Log
  • authentication
    • username and password / Username and password
    • about / Username and password
    • security questions / Security questions
    • IP address rules / IP address rules
    • login URL / Login URL
  • available filters tab / Available filters

B

  • best of breed
    • versus suite / The suite versus best of breed
    • about / Best of breed
  • building blocks, order-to-cash process
    • about / Building blocks
    • customer / Customer
    • item record / Item record
    • shipping items / Shipping Items
  • building blocks, procure-to-pay process
    • about / Building blocks
    • employees / Employees
    • vendors / Vendors
    • item record / Item record

C

  • characteristics, customization
    • custom field, creating / Common characteristics
  • checklist
    • about / Checklist
    • backups / Backups
  • criteria tab
    • about / Criteria tab
    • formulas / Formulas
    • standard criteria, versus summary criteria / Standard versus summary criteria
  • CSV import wizard / The CSV Import Assistant
  • custom entity field / Custom entity field
  • customer import
    • about / Customer import
    • use case, example / Example 1 – Customer import use case
  • customization
    • options / Customization options
    • tips / Tips and tricks
    • tricks / Tips and tricks
    • characteristics / Common characteristics
  • customizing forms
    • about / Customizing forms
    • main screen / Main screen
  • custom KPI
    • about / Custom KPIs and KPI Scorecards , KPI
    • example / Custom KPI example
  • custom records
    • about / Custom records
    • online forms / Online forms
    • example / Custom record example
    • reporting / Reporting on custom records
    • online form example / Custom Record online form example
  • custom reports
    • about / Custom reports
    • audience sub-tab / The Audience subtab
    • access sub tab / The Access subtab
    • file cabinet / File Cabinet

D

  • dashboard
    • overview / Dashboard overview
    • about / Dashboard
    • custom KPI / Custom KPIs and KPI Scorecards 
    • KPI scorecard / Custom KPIs and KPI Scorecards 
  • defaults and preferences, order-to-cash process
    • configuring / Configuring the defaults and preferences
    • shipping and tax / Shipping and tax
    • accounting preferences / Accounting Preferences – Order Management, Accounting Preferences – Items/ Transactions and Accounts
    • sales and pricing section, in accounting preferences / Sales
    • accounts receivable, in accounting preferences / Accounts Receivable in Accounting Preferences 
  • defaults and preferences, procure-to-pay process
    • configuring / Configuring the defaults and preferences
    • general tab / General tab – Accounts Payable
    • items/transactions tab /
    • order management / Order Management – Purchasing, Order Management – Receiving, Order Management – Vendor bills
    • approval routing / Approval routing

E

  • edge cases
    • about / Edge cases
    • transaction form, changing via import / Change a transaction form via import
    • CSV import, extending / Extending CSV imports
  • email tab
    • about / Email
    • scheduled emails / Scheduled Emails
    • email alerts / Email alerts
  • employee field
    • use case / Employee and transaction fields use case
  • Enterprise Resource Planning
    • about / Value of ERP 
    • need for / Value of ERP 

F

  • financial report builder / Financial Report Builder
  • forms / Permissions, restrictions, and forms
  • framework
    • about / The framework
    • learning / Lessons learned
  • functionality, troubleshooting
    • features, enabling / Enabling features
    • preferences, accounting / Accounting preferences
    • setup manager / Setup manager
    • help center / Help Center
    • philosophical approach / A philosophical approach

H

  • highlighting tab / Highlighting
  • HTML layouts / Advanced PDF/HTML layouts

I

  • imports
    • best practices / Best practices
    • internal IDs / Internal IDs
    • source data / Source data
    • tips / Importing tips 
    • troubleshooting / Troubleshooting
  • item import
    • about / Item import
    • inventory import / Inventory import
    • kit import / Kit import

K

  • Key Performance Indicators (KPIs) / Key Performance Indicators (KPIs)
  • KPI meters / KPI meters
  • KPI scorecard
    • about / Custom KPIs and KPI Scorecards , KPI Scorecard
    • example / KPI scorecard example
  • KPI scorecards / KPI scorecards

L

  • list records
    • about / List records
    • customers / Customers
    • vendor / Vendors
    • items / Items
    • employees / Employees
    • accounts chart / Chart of accounts
    • transactions / Transactions
  • login audit trail
    • about / Login audit trail
    • billing information / Billing information
    • duplicate detection / Duplicate detection

N

  • Net Promoter Score (NPS) / Custom record example
  • NetSuite
    • about / The NetSuite value proposition – the whole is greater than the sum of its parts
    • business, supporting features / Features that support businesses
    • administrator, supporting features / Features that support administrators
    • user, supporting features / Features that support users
    • release / Major releases, What release am I on?
    • notifications / Notifications
    • release, dates / Important dates
    • release preview / Release Preview
    • upgrade, preparing / Preparing for the upgrade
    • sneak peaks / Sneak peeks and release notes
    • release notes / Sneak peeks and release notes
    • videos, training / Training videos, Training videos
    • test plan / Test plan
    • sandbox / Sandbox
    • database uptime / Database uptime
    • documentation / Documentation
    • help center / Help center
    • SuiteAnswers / SuiteAnswers
    • user group / NetSuite user group

O

  • order-to-cash process
    • about / Order-to-Cash
    • features, enabling / Enabling features

P

  • PDF layouts / Advanced PDF/HTML layouts
  • permissions / Roles and permissions, Permissions, restrictions, and forms, Permissions
  • procure-to-pay process
    • about / Procure-to-pay process
    • feature, enabling / Enabling the feature

R

  • reports
    • versus searches / Searches versus reports
    • advantages / Advantages, Advantages of Reports
    • about / Reports
    • standard reports / Standard reports
    • financial report builder / Financial Report Builder
  • restrictions
    • about / Permissions, restrictions, and forms, Restrictions
    • access, to records / View access to specific records
    • by segment / Restrictions by segment
    • forms / Forms
  • results tab
    • about / Results tab
    • summary column / Summary column
    • function column / Function column
    • formula column / Formula column
    • summary label columns / Custom label and summary label columns
    • custom label columns / Custom label and summary label columns
  • roles
    • about / Roles and permissions, Roles
    • center / Center
    • user roles / User Roles
    • differences, identifying / Identifying differences between roles
    • global permissions / Global permissions

S

  • saved searches
    • about / Saved Searches
    • criteria tab / Criteria tab
    • results tab / Results tab
    • highlighting tab / Highlighting
    • available filters tab / Available filters
    • audience tab / Audience tab
    • email tab / Email
    • roles / Roles
    • search settings tab / Search settings
    • examples / Examples
    • entity saved search example / Entity saved search example
    • transaction search example / Transaction search example
  • searches
    • versus reports / Searches versus reports
    • advantages / Advantages
    • saved searches / Advantages of Saved Searches
  • search settings tab
    • about / Search settings
    • public checkbox / The PUBLIC checkbox
    • list view / Available as List view
    • dashboard view / Available as Dashboard view 
    • sublist view / Available as Sublist 
    • for reminders / Available for Reminders
  • standard reports
    • about / Standard reports
    • edit columns / Report edit columns
    • filters / Report filters
    • sorting / Report sorting
    • more options / Report – More options
  • subsidiary hierarchy
    • setting up / Subsidiary hierarchy
  • suite
    • versus best of breed / The suite versus best of breed
    • about / The suite
  • SuiteFlow
    • about / SuiteFlow
    • record, affecting / Which record will be affected?
    • automation, activating / When will the automation be activated?
    • initiation / Initiation
    • order / Order
    • triggers / Triggers
    • automating / What will be automated?
    • workflow, setting up / How do we set up a workflow?
    • workflow, creating / Creating a new workflow
    • states, creating / Creating states
    • actions, creating / Creating Actions
    • workflow, troubleshooting / Troubleshooting workflows

T

  • transaction field
    • use case / Employee and transaction fields use case
  • transaction import / Transaction import
  • transactions, list records
    • intercompany journal entries / Intercompany journal entries and advanced intercompany journals 
    • advanced intercompany journals / Intercompany journal entries and advanced intercompany journals 
  • transactions, order-to-cash process / Transactions
  • transactions, procure-to-pay process / Transactions
  • troubleshooting
    • methodology / A methodology for troubleshooting
    • errors / Troubleshooting errors
    • functionality / New functionality

U

  • use case
    • about / Use case
    • custom field, creating / Creating the custom field
    • saved search / Saved search
    • workflow / Workflow
  • user supporting features, NetSuite
    • reminders / Reminders
    • Key Performance Indicators (KPIs) / Key Performance Indicators (KPIs)
    • KPI meters / KPI meters
    • KPI scorecards / KPI scorecards
    • list portlet / List
    • Saved Search portlet / Saved Search
    • Trend Graph / Trend graphs
    • report snapshots / Report snapshots
    • data, pivoting on dashboard / Pivoting data on the dashboard
    • Global search / Global search
    • memorized transaction / Memorized transactions