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 vendors for positive PTP processes

Getting the list of vendors into NetSuite should be simple, and just as we did with customers, we usually create one or two manually and then transition to working on a CSV Import. We help the client pull the data from their legacy ERP system and set up a CSV Import job to help them with mapping the fields and lists of related data.

Since vendors are used within the various Procure To Pay (PTP) transactions, we need to pay attention to a few things at this stage, to avoid issues later on.

Multiple subsidiaries

In a OneWorld account, we can have multiple subsidiaries. When setting up vendors, think carefully about which subsidiaries each vendor should be associated with. By enabling a vendor to work with more than their primary subsidiary, NetSuite allows us to select which subsidiary will be used on each transaction (for example, Purchase Order) we create for that vendor. If your client wants to allow both their School Supplies...