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

Managing data coming into NetSuite

When we talk about integrating data into NetSuite, there are several things to decide on as we initially plan the work:

  • Will NetSuite pull the data from another system, or will the other system push it into NetSuite?
  • What are the technical options for accomplishing this integration?
  • Does the integration need to be automated or can a user perform a CSV import to bring the data into NetSuite instead?
  • What actions are needed on the NetSuite side? (In other words, will we be creating, modifying, or deleting records?)
  • Who will create the integration that performs these actions?

In some cases, these things are easy to map out – the other system has a connector already and we just install and configure it in NetSuite and we're done. In other cases, though, this can be tricky. When we need to build some custom integration in NetSuite, the first topic that comes up is usually one regarding scope from our professional...