Book Image

NetSuite for Consultants

By : Peter Ries
Book Image

NetSuite for Consultants

By: Peter Ries

Overview of this book

NetSuite For Consultants takes a hands-on approach to help ERP and CRM consultants implement NetSuite quickly and efficiently, as well deepen their understanding of its implementation methodology. During the course of this book, you’ll get a clear picture of what NetSuite is, how it works, and how accounts, support, and updates work within its ecosystem. Understanding what a business needs is a critical first step toward completing any software product implementation, so you'll learn how to write business requirements by learning about the various departments, roles, and processes in the client's organization. Once you've developed a solid understanding of NetSuite and your client, you’ll be able to apply your knowledge to configure accounts and test everything with the users. You’ll also learn how to manage both functional and technical issues that arise post-implementation and handle them like a professional. By the end of this book, you'll have gained the necessary skills and knowledge to implement NetSuite for businesses and get things up and running in the shortest possible time.
Table of Contents (27 chapters)
1
Section 1: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
5
Section 2: Understanding the Organization You Will Implement the Solution for
11
Section 3: Implementing an Organization in NetSuite
21
Section 4: Managing Gaps and Integrations
Appendix: My Answers to Self-Assessments

Chapter 9: Custom Forms, Records, and Fields

An Enterprise Resource Planning (ERP) system would be unusable without the ability to customize screens, allowing people to add fields they need for their business and to remove all of the natively offered things they won't use. Every NetSuite client will have at least a few, if not a lot, of reasons to customize their NetSuite instance, and that usually starts with the records, forms, fields, and other related features. Learn how to use these always-available custom fields, records, and forms to tweak the account to fulfill your client's requirements.

In this chapter, you will learn how to implement a client's foundational elements, including the following:

  • What is SuiteBuilder and when should you use it?
  • Customizing the Entry and Transaction forms
  • Using custom record types to store additional non-standard data
  • Defining custom fields
  • Changing management for all your custom objects

You...