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

Setting up and using banking features

NetSuite offers a variety of features around banking (deposits, checking, credit card handling, and reconciliations). Many of those features can be automated in some sense (depending on the countries involved) via imports and exports.

Important Note

Always remember that there are special permissions for most of the banking features, so unless you access NetSuite with the Administrator role (which only a few people should do), you will need someone to grant your role these permissions before you can access the features. Read the Help page titled Permissions for Banking Features for more information.

Your job in helping the client set up these features will be to know them well and to know how to tweak them if that's needed. For instance, features such as Deposits and Write Checks are easy enough to learn, but your client might want to adjust the deposit slip or check the templates the system uses when printing those things (if they...