Book Image

NetSuite for Consultants - Second Edition

By : Peter Ries
Book Image

NetSuite for Consultants - Second Edition

By: Peter Ries

Overview of this book

ERP and CRM consultants can effectively implement NetSuite for a client organization with the aid of NetSuite for Consultants, revised with the latest features and best practices for NetSuite 2023. After reading this book, you’ll have a thorough understanding of how to configure the NetSuite ecosystem for any business. You’ll learn how to apply new features such as the Manufacturing Mobile application, NetSuite budgeting features, and tools for handling rebates and trade promotions. This edition also includes expanded coverage of technical topics such as SuiteQL and the SuiteTalk REST API. Understanding what a business requires is a crucial first step toward completing any software product deployment, and this NetSuite guide will teach you how to ask meaningful questions that ascertain which features, basic and new, you will need to configure for your client. Most importantly, you’ll not only learn how to perform a NetSuite implementation; you'll also learn how to prepare clients to use the software confidently, which is the true test of a great consultant.
Table of Contents (28 chapters)
1
Section I: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
5
Section II: Understanding the Client’s Organization
11
Section III: Implementing an Organization in NetSuite
21
Section IV: Managing Gaps and Integrations
25
Other Books You May Enjoy
26
Index
Appendix: My Answers to Self-Assessments

To get the most out of this book

You should have access to a NetSuite account in order to follow along with each chapter. Access to the NetSuite Help system and SuiteAnswers, or the public documentation available at https://docs.oracle.com, will help a lot as well.

Every NetSuite account has different features enabled within it, so your account may not always give you access to all of the features shown in this book. When you can’t use a feature in your account, I hope the book explains its use sufficiently clearly.

After you’ve read this book, please visit the companion website at https://implementingnetsuite.com/ to follow the conversation or reach out to me.

Download the color images

We also provide a PDF file that has color images of the screenshots and diagrams used in this book. You can download it here: https://packt.link/UEXej

Conventions used

The text conventions used throughout this book are as follows:

Bold: Indicates a new term, an important word, or words that you see on screen. For instance, words in menus or dialog boxes appear in bold. Here is an example: “The following is a screenshot from NetSuite and is an example of a Requirements tracking record from the free, NetSuite-provided ONE Implementation Bundle.”

CodeInText: Indicates database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. For example: “As you are helping a client import their Employee list for the first time, the client asks if they can attach a custom record to employees.”

Warnings or important notes appear like this.

Tips and tricks appear like this.