NetSuite for Consultants: A handbook for ERP and CRM consultants to implement NetSuite 2021 quickly and easily
- Length: 320 pages
- Edition: 1
- Language: English
- Publisher: Packt Publishing
- Publication Date: 2022-01-07
- ISBN-10: 1801818770
- ISBN-13: 9781801818773
- Sales Rank: #264637 (See Top 100 Books)
Get hands-on with NetSuite implementation, customization, and integration services for automating operations and accelerating business growth
Key Features
- Understand how to take a new client from the kickoff meeting through to their go live and beyond in the fastest possible time
- Explore the new innovations in NetSuite 2021 and leading practices for ERP and CRM consultants
- Avoid the common pitfalls that consultants can run into when implementing NetSuite
Book Description
Used by thousands of organizations worldwide, NetSuite’s customer and financial management solutions expedite daily financial transactions, accelerate the financial close, ensure compliance, and so much more. With companies around the world choosing to run their business on this cloud-based SaaS solution, the demand for NetSuite professionals is ever increasing. This book takes a hands-on approach to help you grasp the implementation and associated methodologies in no time.
You’ll start by exploring what NetSuite is, how it works, and how accounts, support, and updates work within its ecosystem. Understanding a business’ requirements 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 can apply your knowledge to configure accounts and test everything with the users. Finally, you’ll get to grips with managing both functional and technical issues that arise post-implementation and learn how to handle them like a professional.
By the end of this book, you’ll have gained the knowledge necessary to implement NetSuite for businesses and get things up and running in the shortest possible time.
What you will learn
- Understand the NetSuite ecosystem, including its main modules, the platform, and related features
- Explore the fundamentals of NetSuite and get ready to implement it in any organization
- Discover how to manage gaps, data migration, and integrations with NetSuite
- Find out how to minimize disruptions in finance as you migrate to NetSuite
- Understand the steps to configure your organization’s account and how development and testing fit into the implementation schedule
- Refine your skills with NetSuite tips and tricks and make each implementation process a success
Who this book is for
This book is for consultants (or any NetSuite users) tasked with bringing an organization live on NetSuite. Basic NetSuite training and a general understanding of its features is required to get the most out of this book.
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 NetSuite's 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 segmentation—subsidiaries, 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 Why subscribe? 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