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


For every consultant, you must think on your feet to solve client problems before they become major crises. Apply your thinking skills to these example problems based on this chapter's contents, and think about how you would solve them:

  1. Your client has a search they've set up to help them find customers that meet a certain set of criteria. They want to have the system send them an email whenever any results are found in this search so that they can fix issues and communicate with the customers. How can you set up a search in NetSuite that will meet this requirement?
  2. The Current Inventory Snapshot report is very handy in that it easily shows the inventory levels for items in stock right now. However, your client notices that the On Order column pulls from both Purchase Orders and Transfer Orders. They want to be able to split those numbers into separate columns so that they can see just the Purchase Order and the Transfer Order numbers separately...