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)
Section 1: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
Section 2: Understanding the Organization You Will Implement the Solution for
Section 3: Implementing an Organization in NetSuite
Section 4: Managing Gaps and Integrations
Appendix: My Answers to Self-Assessments

Using custom centers for even greater control over the UI

For some clients, you might find that you need to create a special solution, maybe with lots of SuiteBuilder custom configurations such as records and fields and lists included in it, and maybe also you'll add scripts or workflows to that mix. When this happens, we typically want to set those screens aside in a special way, making it clear to users how they can access the special functionality, and that's when we create a custom center.

For instance, let's use this screenshot of the Documents menu as a reference:

Figure 10.2 – The default Documents menu with templates from NetSuite

The built-in Documents center is a container for everything under that menu. The center tab is at the top, labeled Documents in this example. The center categories are Files, Templates, and Mail Merge. The center links are the topics under each category, such as Email Templates under the Templates...