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

Summary

The Procure To Pay process within NetSuite is usually robust enough to meet the requirements of both large and small NetSuite clients. It includes a set of transactions that allow us to track and manage vendor purchases, receipts, payments, and returns. There are always going to be places that some businesses need to customize, but the native features provided here are very strong as a starting point. I hope you've learned how to talk your clients through the PTP screens in the system since, without a solid foundation for the buyers and A/P users, the business can't be successful on the sales or A/R side.

In the next chapter, we'll move on to the Order To Cash process and its transactions – Estimates, Sales Orders, Fulfillments, and more.