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

Creating reports for in-depth analysis

NetSuite offers another feature that helps with in-depth analysis and that is where reports shine. A new account comes with a set of pre-defined reports out of the box for many areas, including finances, items and inventory tracking, accounts payable and receivable, and much more. These native reports can mostly be customized, but not infinitely. For instance, the Balance Sheet financial report can be customized to include almost any period you want it to display, but it cannot be made to show item inventory levels (not that you would ever want that, of course).

The system does allow us to customize most of the native reports, though, and the options we have on that screen are generally similar, though some options will only be available when they make sense for the report you start from.

The following is the UI for customizing a financial report, such as a Balance Sheet:

Figure 17.2 – The Customize screen...