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.

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Table of Contents (27 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the color images
Conventions used
Get in touch
Share Your Thoughts
1
Section 1: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
Section 1: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
Free Chapter
2
Chapter 1: Introduction to the NetSuite Ecosystem, Platform, and Related Features
Chapter 1: Introduction to the NetSuite Ecosystem, Platform, and Related Features
NetSuite the company, NetSuite the product
NetSuite editions, features, accounts, and centers
NetSuite people – sales, support, and services – and partners
The NetSuite SuiteCloud platform
Summary
Self-assessment
3
Chapter 2: Selecting and Applying an Implementation Methodology
Chapter 2: Selecting and Applying an Implementation Methodology
What is a methodology and why do we need one?
Selecting from the many approaches
Adapting the methodology to each client
Summary
Self-assessment
4
Chapter 3: Creating a Project Plan
Chapter 3: Creating a Project Plan
What goes into a project plan?
Conference room pilots, walkthroughs, and UAT
Applying your methodology to the project plan
Living with the plan as changes occur
Summary
Self-assessment
5
Section 2: Understanding the Organization You Will Implement the Solution for
Section 2: Understanding the Organization You Will Implement the Solution for
6
Chapter 4: Documenting the Organization's Requirements
Chapter 4: Documenting the Organization's Requirements
Understanding the organization's industry
Understanding the organization's business and people
Use case – differences between a wholesale distributor and a software company
Gathering requirements and interviews
Documenting requirements
Summary
Self-assessment
7
Chapter 5: Analyzing the Organization's Users and Roles
Chapter 5: Analyzing the Organization's Users and Roles
Understanding departments, teams, managers, and users
Grouping people with roles in NetSuite
Managing users with multiple roles
Summary
Self-assessment
8
Chapter 6: Understanding the Organization's Accounting and Finance
Chapter 6: Understanding the Organization's Accounting and Finance
Enabling features and setting up the accounting basics
Defining the general ledger and Chart of Accounts
Setting up segmentation—subsidiaries, locations, departments, classes
Understanding the Accounts Payable feature
Understanding the Accounts Receivable feature
Summary
Self-assessment
9
Chapter 7: Getting to Know the Organization's Customers, Other Entities, and Items
Chapter 7: Getting to Know the Organization's Customers, Other Entities, and Items
Differentiating client leads, prospects, and customers
When to use contacts versus sub-customers
Managing vendors, partners, and other entity types
Identifying items and their types
When we use special-purpose items
Summary
Self-assessment
10
Chapter 8: Identifying the Organization's Main Transactions
Chapter 8: Identifying the Organization's Main Transactions
Grouping records by business process
Gathering requirements for Record to Report (RTR) transactions
Gathering requirements for Procure to Pay (PTP) transactions
Gathering requirements for Order to Cash (OTC) transactions
Analyzing the other process groups
Summary
Self-assessment
11
Section 3: Implementing an Organization in NetSuite
Section 3: Implementing an Organization in NetSuite
12
Chapter 9: Custom Forms, Records, and Fields
Chapter 9: Custom Forms, Records, and Fields
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
Change management for all of your custom objects
Summary
Self-assessment
13
Chapter 10: Centers and Dashboards
Chapter 10: Centers and Dashboards
Setting up native centers
Using custom centers for even greater control over the UI
Use case – setting up and using the Customer center
Setting up dashboards for groups by role
Summary
Self-assessment
14
Chapter 11: Items and Related Lists
Chapter 11: Items and Related Lists
Enabling item types, inventory management options, and so on
Defining the item forms and fields
Defining purchase prices and sales pricing for items
Setting up Matrix item types and Item Options
Setting up other item types as needed
Summary
Self-assessment
15
Chapter 12: Customers, Vendors, Contacts, and Other Entities
Chapter 12: Customers, Vendors, Contacts, and Other Entities
How to set up customers in the account
Do you need contacts and should you create them?
Defining vendors for positive PTP processes
Setting up competitors, partners, and other entities
Summary
Self-assessment
16
Chapter 13: Financial Transactions and Period Closes
Chapter 13: Financial Transactions and Period Closes
Setting up and using the General Ledger
Implementing currency management
Setting up and using banking features
Using Journal Entries
Performing and managing Period Closes
Summary
Self-assessment
17
Chapter 14: Procure-to-Pay Transactions
Chapter 14: Procure-to-Pay Transactions
Using Requisitions, Purchase Requests, and Purchase Orders
Managing Special Orders and Drop Ship Orders
Utilizing Inbound Shipments and processing Item Receipts
Planning for and using Vendor Bills
Tracking Vendor Prepayments and making Vendor Payments
Processing Vendor Returns and Vendor Credits
Summary
Self-assessment
18
Chapter 15: Order-to-Cash Transactions
Chapter 15: Order-to-Cash Transactions
Using Opportunities and Estimates before sales
Recording sales via Sales Orders and Cash Sales
Managing Item Fulfillments for sales, transfers, and returns
Making the most of Invoices
Entering Customer Deposits and Payments
How to track Returns, Credits, and Refunds
Summary
Self-assessment
19
Chapter 16: Other Transactions and Custom Transactions
Chapter 16: Other Transactions and Custom Transactions
Using Work Orders and Assembly Builds for manufacturers
Managing Revenue recognition with Advanced Revenue Management
Using Cases and Issues for customer support
Creating custom transactions for special sales and purchases
Summary
Self-assessment
20
Chapter 17: Analytics, Reports, and Data Exports
Chapter 17: Analytics, Reports, and Data Exports
Using searches and views to find information
Creating reports for in-depth analysis
Utilizing datasets and workbooks to look even closer
Creating exports with SuiteAnalytics Connect
Summary
Self-assessment
21
Section 4: Managing Gaps and Integrations
Section 4: Managing Gaps and Integrations
22
Chapter 18: Managing Gaps and Creating Custom Automations
Chapter 18: Managing Gaps and Creating Custom Automations
Technical requirements
Identifying gaps and needs for automation in requirements
Customizing NetSuite processes with workflows
Making NetSuite work for you with scripts
Documenting customization requirements and solutions
Managing customizations over time, including their deployments
Summary
Self-assessment
23
Chapter 19: Managing Integrations
Chapter 19: Managing Integrations
Talking to clients about integrations
Collecting information about and documenting integrations
Managing data coming into NetSuite
Creating custom exports from NetSuite
Summary
Self-assessment
24
Chapter 20: Managing Data Migrations
Chapter 20: Managing Data Migrations
Planning for the data migration process
Performing imports for testing and other reasons
Planning the cut-over activities
Performing the final data imports before going live
Summary
Self-assessment
25
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Appendix: My Answers to Self-Assessments
Suggested answers
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How to set up customers in the account

With a typical client's implementation, setting up the customers should be straightforward, but getting this right is critical to the success of the project overall. In Chapter 7, Getting to Know the Organization's Customers, Other Entities, and Items, we gathered the client's requirements for these entities. With those specific requirements in mind now, we need to help the client start defining their customer records correctly so that they can be used for activities, transactions, support cases, and so on.

I want to call out how important doing this well is to your client's success, since a business' customers (and their needs and wants) should always be central to its operations. How can a business be successful without happy customers? As you're setting up these screens and the data in the account, ensure you're enabling your client's customer service reps to help people quickly and efficiently. When...

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