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

Planning for the data migration process

When is the right time to start planning for the data migration process? The answer is soon after implementation project begins. At this stage, you should know how the client has been running their business before they came to NetSuite, and so what types of data are needed. Ideally, in your company's sales process, you should have already addressed the types of data that need to be migrated, how much historical transaction data will be required, and which open transactions should be included in this process. The most common approach we see with clients coming into NetSuite for the first time is to migrate these data points:

  • Lists (chart of accounts, locations, subsidiaries, departments, and so on)
  • Items (inventory, non-inventory, assembly, service, and so on)
  • Entities (vendors, customers, partners, and so on)
  • Historical transactions for a short period (6 or 12 months at most)
  • Open transactions (sales orders, purchase...