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

Defining the item forms and fields

We will start the defining process by reviewing the forms for each of your client's critical item types – Inventory, Non-Inventory, Service, and Discount – and making sure they're set up to work as per the client's requirements. (This can be done by going to Customization | Forms | Entry Forms).

Here's what the default form screen looks like for Inventory Part items:

Figure 11.1 – The default Inventory Item form with the fields list

As I've mentioned in prior chapters, take this time to remove anything the users don't need to see while you're doing this. Create a copy of each of the standard forms with a name including the client's initials, and save each item type form. Some clients will need multiple forms for one type, such as for Inventory or Assembly Items. We always try to stick to just one form per item type, but special circumstances drive us to solutions...