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

Setting up segmentation—subsidiaries, locations, departments, classes

We use segmentation in NetSuite to classify and categorize the purchases, sales, and items, among other things. NetSuite's Help also refers to this as classification. Both terms work the same. This is most helpful for accounting and other types of reporting, and so the accounting teams usually have a lot of opinions about exactly how this needs to be done.

NetSuite offers the following lists as the primary means for segmenting the company's activities.


A subsidiary is the highest level of segmentation. It represents the business's legal entities (in fact, many businesses use this term). Talk the client through setting these up in the Setup | Company | Subsidiaries screen, and talk about how they'll use the system's hierarchy (with multiple levels of parent companies) and whether they'll need to use Elimination subsidiaries as well (in which case, select...