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

What is SuiteBuilder and when should you use it?

When we think about NetSuite, one of the first things that should come to mind is how flexible and configurable it is for any ERP-related use case. Most of that configuration is accomplished via the SuiteBuilder parts of the system.

SuiteBuilder isn't a screen you go to though; you won't find it in the menus (in NetSuite, called Centers) across the top of the screen. Instead, you'll find the various SuiteBuilder features under the Setup and Customization menus, allowing you to re-work all of the native record screens NetSuite offers and more. When you need to change the order of fields on a screen or add a new field to one, you'll use the SuiteBuilder features to accomplish this. In older ERP systems, you might have to hire a professional to make changes like this, but in NetSuite, any user with some training (and the right permissions) can go in and make modifications to screens and records (and more) to suit...