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

Understanding departments, teams, managers, and users

When we look at any NetSuite client company, we will usually find them organized into departments and each of those will have a manager. This is the bureaucratic approach that came into being a long time ago, but it isn't the only valid model. NetSuite doesn't require any such structure; companies are free to organize themselves into whatever groups make the most sense to them and NetSuite can be adjusted as needed.

Having said that, we do try to start each implementation with the best practices in mind, and we know that most companies are organized into groups. Here are a few examples to help you understand how this usually works.

Accounting

This includes bookkeepers, accountants, and their managers. These people will need access to accounting lists (payment methods, price levels, and so on) and tax records, and they need to be able to work with journal entries and bank records, among other things.

Accounts...