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

Managing vendors, partners, and other entity types

NetSuite requires that we define a list of vendors to be associated with all the procure-to-pay (P2P) transactions. These are generally your client's suppliers and other businesses they buy products and services from. This list will include the client's sources for the products they sell, their favorite office supply store, and also their accountant, and whoever they pay rent to, and so on. Vendors, like other entity types, can be a company or an individual. Some clients will confuse vendors with customers, so just keep what NetSuite has in mind as you work through this with them, and explain the uses we'll have for this data once it's stored in the system.

For vendors, we need to know things like their names and addresses, and we usually categorize them in some way meaningful to the client, and so on. Here's a sample Vendor screen in NetSuite for reference:

Figure 7.2 – The...