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NetSuite for Consultants

NetSuite for Consultants

Peter Ries

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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.

  • NetSuite for Consultants
  • Contributors
  • About the author
  • About the reviewer
  • Preface
    • Who this book is for
    • What this book covers
    • To get the most out of this book
    • Download the color images
    • Conventions used
    • Get in touch
    • Share Your Thoughts
  • Section 1: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
  • Chapter 1: Introduction to the NetSuite Ecosystem, Platform, and Related Features
    • NetSuite the company, NetSuite the product
    • NetSuite editions, features, accounts, and centers
      • NetSuite accounts
      • Data in NetSuite accounts
      • Sandbox refreshes
      • How NetSuite is updated
    • NetSuite people sales, support, and services and partners
      • NetSuites product offerings
      • Other ways NetSuite is enhanced
    • The NetSuite SuiteCloud platform
      • SuiteBuilder
      • SuiteScript
      • SuiteFlow
      • SuiteTalk (SOAP and REST)
      • SuiteAnalytics Connect
    • Summary
    • Self-assessment
  • Chapter 2: Selecting and Applying an Implementation Methodology
    • What is a methodology and why do we need one?
    • Selecting from the many approaches
      • The waterfall method
      • The agile method
    • Adapting the methodology to each client
      • Starting with waterfall, applying agile when necessary
    • Summary
    • Self-assessment
  • Chapter 3: Creating a Project Plan
    • What goes into a project plan?
      • Setting project goals
      • Defining the tasks in the project plan
    • Conference room pilots, walkthroughs, and UAT
    • Applying your methodology to the project plan
    • Living with the plan as changes occur
    • Summary
    • Self-assessment
  • Section 2: Understanding the Organization You Will Implement the Solution for
  • Chapter 4: Documenting the Organization's Requirements
    • Understanding the organization's industry
      • Manufacturing
      • Miscellaneous
      • Not-for-profit
      • Retail
      • Software
      • Services
      • Wholesale/distributor
    • Understanding the organization's business and people
      • The main point of contact is sometimes called the project manager
      • The subject-matter experts
      • The users/testers
      • Other project helpers
    • Use case differences between a wholesale distributor and a software company
    • Gathering requirements and interviews
      • Project kickoff
      • Business process reviews
      • Demos, conference room pilots, and walkthroughs
      • User Acceptance Testing (UAT)
      • Go live
    • Documenting requirements
    • Summary
    • Self-assessment
  • Chapter 5: Analyzing the Organization's Users and Roles
    • Understanding departments, teams, managers, and users
      • Accounting
      • Accounts payable
      • Accounts receivable
      • Administrators/upper management
      • Information technology
      • Sales
      • Support
      • Warehouse
    • Grouping people with roles in NetSuite
      • Does the user need to view, create, edit, or fully manage a given record or list?
      • Which custom records does the role need access to?
      • Which reports will the role need access to?
      • What do you want the role's dashboard to have on it?
      • Which forms and searches should be the roles' preferred versions?
    • Managing users with multiple roles
    • Summary
    • Self-assessment
  • Chapter 6: Understanding the Organization's Accounting and Finance
    • Enabling features and setting up the accounting basics
    • Defining the general ledger and Chart of Accounts
    • Setting up segmentationsubsidiaries, locations, departments, classes
      • Subsidiaries
      • Locations
      • Departments
      • Classes
      • Custom segments
    • Understanding the Accounts Payable feature
    • Understanding the Accounts Receivable feature
    • Summary
    • Self-assessment
  • Chapter 7: Getting to Know the Organization's Customers, Other Entities, and Items
    • Differentiating client leads, prospects, and customers
    • When to use contacts versus sub-customers
    • Managing vendors, partners, and other entity types
    • Identifying items and their types
    • When we use special-purpose items
      • Lot numbered items
      • Serial numbered items
      • Matrix items
      • Other charges
    • Summary
    • Self-assessment
  • Chapter 8: Identifying the Organization's Main Transactions
    • Grouping records by business process
    • Gathering requirements for Record to Report (RTR) transactions
    • Gathering requirements for Procure to Pay (PTP) transactions
    • Gathering requirements for Order to Cash (OTC) transactions
    • Analyzing the other process groups
      • Design to Build
      • Call to Resolution
      • Hire to Pay
      • Marketing to ROI
      • Return to Credit
      • Project to Delivery
      • Web to Order
    • Summary
    • Self-assessment
  • Section 3: Implementing an Organization in NetSuite
  • Chapter 9: Custom Forms, Records, and Fields
    • What is SuiteBuilder and when should you use it?
    • Customizing the entry and transaction forms
      • Removing fields the users don't need to see or won't use
      • Adding fields the users need that were not included out of the box
      • Rearranging the fields and lists on the form
    • Using custom record types to store additional non-standard data
    • Defining custom fields
      • Checkbox versus list
      • Single-select list versus multiple-select lists
      • Image versus inline HTML
    • Change management for all of your custom objects
      • Requirements or use cases
      • Issues or defects
      • System change
    • Summary
    • Self-assessment
  • Chapter 10: Centers and Dashboards
    • Setting up native centers
      • Customer center
      • Employee center
      • Partner center
      • Vendor center
    • Using custom centers for even greater control over the UI
    • Use case setting up and using the Customer center
    • Setting up dashboards for groups by role
    • Summary
    • Self-assessment
  • Chapter 11: Items and Related Lists
    • Enabling item types, inventory management options, and so on
    • Defining the item forms and fields
    • Defining purchase prices and sales pricing for items
    • Setting up Matrix item types and Item Options
    • Setting up other item types as needed
      • Description
      • Discount
      • Assembly Items versus Item Groups versus Kits
      • Other charges
      • Subtotal
    • Summary
    • Self-assessment
  • Chapter 12: Customers, Vendors, Contacts, and Other Entities
    • How to set up customers in the account
      • Duplicate records
      • Bad addresses/phone numbers
      • Records that are otherwise invalid
    • Do you need contacts and should you create them?
    • Defining vendors for positive PTP processes
      • Multiple subsidiaries
      • Addresses
      • Financial considerations
      • Vendor bill/three-way matching
    • Setting up competitors, partners, and other entities
    • Summary
    • Self-assessment
  • Chapter 13: Financial Transactions and Period Closes
    • Setting up and using the General Ledger
    • Implementing currency management
      • Customer and vendor currency lists
      • Exchange rates for multiple currencies
    • Setting up and using banking features
    • Using Journal Entries
      • Reversals
      • Advanced versus normal ICJs
      • Revenue recognition
      • Elimination
      • Statistical journals
    • Performing and managing Period Closes
      • Manage Accounting Period
      • Override Period Restrictions
    • Summary
    • Self-assessment
  • Chapter 14: Procure-to-Pay Transactions
    • Using Requisitions, Purchase Requests, and Purchase Orders
    • Managing Special Orders and Drop Ship Orders
    • Utilizing Inbound Shipments and processing Item Receipts
    • Planning for and using Vendor Bills
    • Tracking Vendor Prepayments and making Vendor Payments
      • Posting Periods
      • To Be Printed
      • GL impact
    • Processing Vendor Returns and Vendor Credits
    • Summary
    • Self-assessment
  • Chapter 15: Order-to-Cash Transactions
    • Using Opportunities and Estimates before sales
    • Recording sales via Sales Orders and Cash Sales
      • Bulk/Blanket Orders and Order Guides
      • Drop Ship Orders/Special Orders/Special Work Orders
      • E-commerce Sales orders
      • Project/service deliverables
      • Promotions
      • Revenue recognition
    • Managing Item Fulfillments for sales, transfers, and returns
    • Making the most of Invoices
    • Entering Customer Deposits and Payments
    • How to track Returns, Credits, and Refunds
    • Summary
    • Self-assessment
  • Chapter 16: Other Transactions and Custom Transactions
    • Using Work Orders and Assembly Builds for manufacturers
      • Assembly items
      • Work Orders
      • Assembly Builds
      • WIP/Manufacturing Routing
    • Managing Revenue recognition with Advanced Revenue Management
      • Advanced Revenue Management
      • Revenue recognition rules
      • Revenue arrangements
      • Revenue allocation
      • Amortization
    • Using Cases and Issues for customer support
    • Creating custom transactions for special sales and purchases
    • Summary
    • Self-assessment
  • Chapter 17: Analytics, Reports, and Data Exports
    • Using searches and views to find information
    • Creating reports for in-depth analysis
    • Utilizing datasets and workbooks to look even closer
    • Creating exports with SuiteAnalytics Connect
    • Summary
    • Self-assessment
  • Section 4: Managing Gaps and Integrations
  • Chapter 18: Managing Gaps and Creating Custom Automations
    • Technical requirements
    • Identifying gaps and needs for automation in requirements
    • Customizing NetSuite processes with workflows
    • Making NetSuite work for you with scripts
      • Client scripts
      • User Event scripts
      • Scheduled and Map/Reduce scripts
      • Suitelets and RESTlets
    • Documenting customization requirements and solutions
    • Managing customizations over time, including their deployments
    • Summary
    • Self-assessment
  • Chapter 19: Managing Integrations
    • Talking to clients about integrations
    • Collecting information about and documenting integrations
    • Managing data coming into NetSuite
      • Option 1 Common SuiteScripts
      • Option 2 SuiteTalk SOAP
      • Option 3 SuiteTalk REST
      • Option 4 SuiteScript RESTlet
    • Creating custom exports from NetSuite
    • Summary
    • Self-assessment
  • Chapter 20: Managing Data Migrations
    • Planning for the data migration process
    • Performing imports for testing and other reasons
      • Testing the data in phases
      • Data migration performance
    • Planning the cut-over activities
    • Performing the final data imports before going live
    • Summary
    • Self-assessment
  • Appendix: My Answers to Self-Assessments
    • Suggested answers
      • Chapter 1
      • Chapter 2
      • Chapter 3
      • Chapter 4
      • Chapter 5
      • Chapter 6
      • Chapter 7
      • Chapter 8
      • Chapter 9
      • Chapter 10
      • Chapter 11
      • Chapter 12
      • Chapter 13
      • Chapter 14
      • Chapter 15
      • Chapter 16
      • Chapter 17
      • Chapter 18
      • Chapter 19
      • Chapter 20
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