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

Utilizing datasets and workbooks to look even closer

For most of the time I've worked with NetSuite, I faced a real challenge when it came to searching for and reporting on data in the system. That has to do with what are called "joins." If you think about sales orders, they are joined to the customers list, by way of the customer (or entity) field on the form. And customers are also joined to other lists, such as currencies and credit cards. If you want to get a list of sales orders that contains certain customers, but only those who have more than one credit card, you can't use saved searches. That's because they can only "see" one join per search. Looking into that credit card list on the customer record, the transaction would require NetSuite to make a second join, and that's beyond the capabilities of saved searches. In the past, we used to solve this by making more than one search, and then somehow stitching the results together, with help...