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

Customizing the entry and transaction forms

When we visit a screen that is used to display any one record in the system, such as Customers or Invoices, we're looking at a form. NetSuite uses that term to refer to the customizable aspects of a screen. So, for instance, when we look at an inventory item, we see the screen arranged in a certain way, with groups of fields in sections, and with subtabs holding more fields and lists of sub-records too. We see sections labeled as Primary Information and Classification and here we see subtabs for Purchasing information versus Sales/Pricing information, and many more.

Most of these visual features are customizable via a form. NetSuite stores many forms for each record and allows us to choose which users see which forms by default. NetSuite also keeps separate forms for each item type and each entity, transaction, and so on. We could work with just the standard forms that come with the system out of the box, but in almost every case...