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

Understanding the Accounts Payable feature

With A/P, businesses get the standard features, including the relevant transactions (Purchase Requisitions, Orders, and Vendor Bills and Returns) and settings, but you might also want to enable a couple of other features for clients who need them. For instance, Blanket Purchase Orders make it easy to manage bulk purchases that are received in smaller quantities over time, and the Advanced Receiving and Inbound Shipment options are available for businesses that need more granular inbound transaction tracking. One other nice feature is the Vendor Prepayments for companies that make deposits at the time of their purchases and then apply those to the bill once the order is received.

In the NetSuite Help screens, you'll find most of the A/P topics under the Supply Change Management (or SCM) heading. We're going to cover the setup of things such as Vendors and Items in the next chapter, so for now, there's not a lot more to be...