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

Defining custom fields

Many businesses will start a NetSuite implementation with the idea that you must help them make the system look just like their current ERP application. Doing that is not generally a good idea, since NetSuite works very differently from most older ERP systems, but we can still accommodate the most important of the client's requests with features such as custom fields. We can add new custom fields either to most native records or to our custom record types. NetSuite offers a range of field types, from plain text (in various lengths) to lists, numbers, dates, passwords, and more. Review the Help page called Field Type Descriptions for Custom Fields to see the full list, and keep most of these in your head at all times so you'll know how you can solve any problem that comes your way. For instance, if a client says they want to add a Standard Discount field to the sales order, know whether they should use a decimal number or a percentage field. If they...