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

Customizing NetSuite processes with workflows

Workflows in NetSuite are automations you can create via a point-and-click UI. They can work with almost any record in the system, and run either as records that are saved or edited or on a schedule in a batch mode. So you can, for instance, create a workflow that validates user inputs live while they're editing a Sales Order, or you can have a process that runs at midnight, finds all of your orders that require review, and flag them as such.

The most common use we have for workflows is to automate approval processes for records such as Journal Entries, Purchase Orders (POs), or Vendor Bills. They're especially suited for this task because they support multi-step processes and can include branches in their process depending on variable inputs. For instance, we can create a PO approval workflow that allows us to send the transaction to different people depending on the value in a custom field or on the total of the PO. Workflows...