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

Creating custom transactions for special sales and purchases

Since we're talking about special types of transactions in this chapter, we should also take a moment to talk about a little-used but still very helpful feature called custom transactions. NetSuite allows us to create a new, custom type of transaction whenever we need, but we generally only do so when the client has requirements that can't be met with the native transaction types. For instance, if a company wants to track a special type of sales order, we will usually just add a custom list field to Sales Orders, allowing them to be categorized as needed. But in some cases, it makes sense to completely segregate the transactions to their own, new custom type. Think about a business that offers complex financial transaction processing or legal services, for instance. They might balk at the idea of tracking things such as a special kind of long-term debt write-off or arbitration services on a Sales Order. Or maybe...