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

Planning for and using Vendor Bills

Vendor bills in NetSuite record the amounts a business owes them for purchases. Since vendor bills are part of A/P, that team usually has a lot to say about how they're set up and used. We bring vendor bills into an account via CSV imports and integrations with EDI partners, and can create them manually, as needed. When created directly in the system, we can do this one at a time, or use the Bill Purchase Orders screen to create them in bulk. Once they're in the account, the A/P team determines when they need to be paid (some come with terms, some are due on receipt) and batch processes them via the Payments interface (as described in the next section).

Some clients don't always need to enter Bills for every payable, though. NetSuite allows us to simply print a check for cases where the payment was made in exchange for the goods at the time they were received. If a bakery's employee had to go buy 10 bags of flour from a grocery...