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

Using Requisitions, Purchase Requests, and Purchase Orders

Every business needs to purchase various things to keep its doors open. A software company might only need to pay for things such as rent, utilities, and office supplies, but a manufacturer or wholesale distributor needs to also purchase at least some of the products they will sell. In Chapter 11, Items and Related Lists, we talked about the various types of items NetSuite supports and their various uses. We can enter purchases into the system for any items that were set up as either an inventory type item or a Non-Inventory or Service type item For Purchase or For Resale. Let's start looking at these PTP transactions by covering the various ways NetSuite lets us enter and track purchases.

Important Tip

As we talk about the PTP process in this chapter, remember that NetSuite doesn't have any screens or features using that phrase. Instead, the system refers to all of the things we'll discuss in this chapter...