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

Enabling features and setting up the accounting basics

When we begin to work with a new NetSuite client, their NetSuite account is created from a template by the NetSuite infrastructure team. As it comes online, it has its own unique account number and URL, so we can then log in to it. This initial account is what we call the out-of-the-box NetSuite product. It has some default features and settings enabled, but generally, it's not very useful yet. It requires us to begin tweaking those defaults and enabling more features to suit the client's business needs.

If you're following the chapters in this book in order, by the time the account is enabled and you have access to it, you should have already begun generally understanding the business and gathering the client's requirements. Now, you can start to walk them through the initial setup of their account, and that usually starts with setting the company information and enabling features.

In the Company Information...