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 exports from NetSuite

When a client needs to export data from one system to any other system, we usually push for the simplest options we can find and only resort to building something custom when those tools just don't fit the bill. As described in Chapter 17, Analytics, Reports, and Data Exports, our first choice for exports should always be SuiteAnalytics Connect. As a reminder, this is the option that allows a client to connect to NetSuite with one of three industry-standard methods (ODBC, JDBC, or ADO.NET). They then execute queries to collect any sets of data they need from the system. The client's technical people can create automation that runs outside NetSuite in a variety of databases, data warehouses, or applications to pull data out on whatever schedule they need. The NetSuite Help page explains how to use the Connect feature and it's very popular for this use case. Most developers already know how to use Connect's SQL queries, so this...