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 searches and views to find information

Nine times out of 10, when a client asks a question such as, How can I find all the X that have Y?, we point them to Searches in the UI. Keep in mind that searches are very powerful and it's only occasionally necessary to use any other more involved features. We create searches for ad hoc needs, such as when we need to find an example of an item that has been set up for drop shipments for a demo, and we create them when we have a recurring business process that needs a specific list of things. An example of the latter is when a company wants to find all of the sales orders they ended up losing money on. (This should never happen, of course, but by the same thinking, you want to know if it ever does.)

The simplest search that users can perform uses the Global Search field, right at the top of every screen in NetSuite. This simple-looking field is more powerful than many realize:

Figure 17.1 – The humble...