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

Making the most of Invoices

For many companies, creating and sending Invoices is just as important as making the sale, since these companies didn't get paid at the time of the sale and the Invoice is their way of telling the customer how much is now owed. This is very common among companies who allow their customers to make purchases on terms (such as Net 30, 60, or 90). Alternatively, when a Billing Schedule is in place, we are billing for goods and services delivered over time. The Invoice looks just like a Sales Order for the most part; they have the same fields and lists and subtabs. By default, NetSuite requires that an Item Fulfillment be created for any sales before they can be billed, but there is an Accounting preference that allows us to change that rule. This is handy for clients who generate an Invoice right after the sale and then deliver the goods separately. For instance, in some industries, such as food services, they want to print the invoice at the time of the...