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NetSuite for Consultants
By :
NetSuite for Consultants
By:
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)
Preface
Section 1: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
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Chapter 1: Introduction to the NetSuite Ecosystem, Platform, and Related Features
Chapter 2: Selecting and Applying an Implementation Methodology
Chapter 3: Creating a Project Plan
Section 2: Understanding the Organization You Will Implement the Solution for
Chapter 4: Documenting the Organization's Requirements
Chapter 5: Analyzing the Organization's Users and Roles
Chapter 6: Understanding the Organization's Accounting and Finance
Chapter 7: Getting to Know the Organization's Customers, Other Entities, and Items
Chapter 8: Identifying the Organization's Main Transactions
Section 3: Implementing an Organization in NetSuite
Chapter 9: Custom Forms, Records, and Fields
Chapter 10: Centers and Dashboards
Chapter 11: Items and Related Lists
Chapter 12: Customers, Vendors, Contacts, and Other Entities
Chapter 13: Financial Transactions and Period Closes
Chapter 14: Procure-to-Pay Transactions
Chapter 15: Order-to-Cash Transactions
Chapter 16: Other Transactions and Custom Transactions
Chapter 17: Analytics, Reports, and Data Exports
Section 4: Managing Gaps and Integrations
Chapter 18: Managing Gaps and Creating Custom Automations
Chapter 19: Managing Integrations
Chapter 20: Managing Data Migrations
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Appendix: My Answers to Self-Assessments
Customer Reviews
