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

Chapter 16: Other Transactions and Custom Transactions

NetSuite's flexibility is well known and for good reason. When it comes to transactions, no two companies will use them the same way, and some company businesses are so unusual that they need some custom alternatives to the standard transactions. So, in this chapter, we'll explore some of the many other transactions available out of the box or via special configuration.

In this chapter, we will cover the following topics:

  • Using Work Orders and Assembly Builds for manufacturers
  • Managing Revenue Recognition with Advanced Revenue Management
  • Using Cases and Issues for customer support
  • Creating custom transactions for special sales and purchases

Your contacts for this work will vary for each of the special transactions described here. By understanding how and when to use them, you'll know how to guide your client to use these transactions when the need arises.