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

Gathering requirements for Procure to Pay (PTP) transactions

Within this process, we cover the purchasing needed to make the company run. If your client is a software company, their PTP transactions may be limited to things such as rent and utilities and computer and office supplies. In that case, their requirements around these transactions should be simple to gather. But many companies have rules they've established around things such as how their employees should make requests for purchases, or which management approvals are needed when these employee requests come in. Approvals are very common for PTP transactions, even when the company has dedicated buyers.

Here are some topics to cover when analyzing the client's PTP needs:

  • We need to understand the process flow within the business for the entire PTP process, so that will include purchases, receipts, bills (also known as vendor invoices), and returns and credits.
  • Is there any direct communication between...