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 18: Managing Gaps and Creating Custom Automations

It's not terribly uncommon to find a requirement that cannot be solved by a native NetSuite feature or a partner's pre-built solution. When this happens, you have to consider creating a custom SuiteFlow or SuiteScript.

In this chapter, we will learn how workflows and scripts can help solve problems and automate activities, and how best we can help our clients when it comes to gathering customization requirements and mapping out how they will solve them.

In this chapter, we will cover the following topics:

  • Identifying gaps and needs for automation in requirements
  • Customizing NetSuite processes with workflows
  • Making NetSuite work for you with scripts
  • Documenting customization requirements and solutions
  • Managing customizations over time, including their deployments

By the end of this chapter, I hope you'll be able to discuss these technical topics with your clients, having a...