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

Self-assessment

Here are some simple thought experiments you can consider. Think about how you would handle each of these situations if they came up in one of your NetSuite projects.

  1. You're on a requirements gathering call with your client when they let you know that they don't like how customer payments must be manually applied to a set of open invoices. They ask if there's any way to have NetSuite apply the payment to the oldest open invoice first, and then the next oldest, and so on. How can you help them with this, without creating a workflow or a script?
  2. During a working session with a group of sales reps where you covered sales commissions, Susan reminds you that they have a custom gross profit field in effect on Sales Orders. She asks if there's a way to change the commission calculation to use that custom gross profit field's value instead of the native fields. Is there a way you can accomplish what she's asking for with a SuiteFlow...