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

Chapter 8: Identifying the Organization's Main Transactions

NetSuite transactions are the heartbeat of the system. We use them to record a business' daily activity. Most NetSuite clients use a mix of standard transactions such as Purchase Orders and Vendor Bills and less common transactions such as Assembly Builds, Item Transfers, and Revenue Arrangements. Understanding what NetSuite offers and helping your clients determine how they're going to use them correctly is your next task.

In this chapter, we will cover the following topics:

  • Grouping records by business process
  • Gathering requirements for Record to Report (RTR) transactions
  • Gathering requirements for Procure to Pay (PTP) transactions
  • Gathering requirements for Order to Cash (OTC) transactions
  • Analyzing the other process groups

When performing the steps in this chapter with a client, you will be helping the subject-matter experts for all of the teams who will interact with transactions...