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

Grouping records by business process

There are many ways we could break down the list of activities a business needs to record each day they're in operation. The most common way that's used in most industries today is to label them by the process flow they are most commonly a part of, describing the starting point and the result. For instance, for sales to customers, we refer to the OTC process, since the process starts with an order and ends with the business being paid (hopefully!). We use these labels to describe the processes almost every business has, no matter which industry they're a part of, or where they are in the world.

Important Note

As we progress through this chapter, please note that sometimes, we'll use the word record for things you can enter in NetSuite. These are usually going to be transaction records but may on occasion be something else, such as an item or a support case. We don't want to get too bogged down by those terms here...