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

Performing the final data imports before going live

When it comes to the final data migration push, we should only have a few things we need to import for most implementations – last-minute list value changes, item updates, and open transactions. Since they're usually ready ahead of time, all of the historical transactions should be in the production account before the final push, so this can be a fairly straightforward operation. We should have practiced importing the open purchase orders, sales orders, and so on in a sandbox before this, so there should not be any surprises. We're always prepared for something to go wrong, of course, but again, proper preparation should preclude any nasty issues with the data or the resulting transactions in the system.

The CSV import feature works on a queue basis, so as we begin these imports, it's important to remember to use whatever settings we found in our testing worked best for each record type. For instance, we...