
NetSuite for Consultants
Description
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Key Features
Understand how to consult a new client from the kick-off meeting to their go-live and beyond in the fastest possible time
Explore the new features in NetSuite 2021 and learn best practices for ERP and CRM consultants
Avoid the common pitfalls that consultants can run into when implementing NetSuite
Book DescriptionNetSuite 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.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 forThis book is aimed at consultants, NetSuite users, and partners who are tasked with guiding the organizations to get their business up and running with NetSuite. Basic NetSuite training and a general understanding of its features is required to get the most out of this book.
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Person
Peter Ries is a consulting technical director at Oracle NetSuite. He has been providing high-quality consulting for innovative software solutions for many years. He enjoys solving problems, developing new software tools, and integrating applications to make his clients' businesses run on NetSuite. He works with all sorts of up-to-date technologies and loves the fact that he can continue to do so.
Content
Introduction to the NetSuite Ecosystem, Platform, and Related Features
Selecting and Applying an Implementation Methodology
Creating a Project Plan
Documenting the Organization
Analyzing the Organizations Users and Roles
Understanding the Organization
Getting to Know the Organization
Identifying the Organization
Custom Forms, Records, and Fields
Centers and Dashboards
Items and Related Lists
Customers, Vendors, Contacts and Other Entities
Financial Transactions and Period Closes
Procure-to-Pay Transactions
Order-to-Cash Transactions
Other Transactions and Custom Transactions
Analytics, Reports, and Data Exports
Managing Gaps and Creating Custom Automations
Managing Integrations
Managing Data Migrations
System requirements
File format: ePUB
Copy protection: Adobe-DRM (Digital Rights Management)
System requirements:
- Computer (Windows; MacOS X; Linux): Install the free reader Adobe Digital Editions prior to download (see eBook Help).
- Tablet/smartphone (Android; iOS): Install the free app Adobe Digital Editions or the app PocketBook before downloading (see eBook Help).
- E-reader: Bookeen, Kobo, Pocketbook, Sony, Tolino and many more (not Kindle).
The file format ePub works well for novels and non-fiction books – i.e., „flowing” text without complex layout. On an e-reader or smartphone, line and page breaks automatically adjust to fit the small displays.
This eBook uses Adobe-DRM, a „hard” copy protection. If the necessary requirements are not met, unfortunately you will not be able to open the eBook. You will therefore need to prepare your reading hardware before downloading.
Please note: We strongly recommend that you authorise using your personal Adobe ID after installation of any reading software.
For more information, see our ebook Help page.
File format: ePUB
Copy protection: without DRM (Digital Rights Management)
System requirements:
- Computer (Windows; MacOS X; Linux): Use a reader that can handle the file format ePUB, such as Adobe Digital Editions or FBReader – both free (see eBook Help).
- Tablet/Smartphone (Android; iOS): Install the free app Adobe Digital Editions or the app PocketBook (see eBook Help).
- E-reader: Bookeen, Kobo, Pocketbook, Sony, Tolino and many more (not Kindle).
The file format ePUB works well for novels and non-fiction books – i.e., 'flowing' text without complex layout. On an e-reader or smartphone, line and page breaks automatically adjust to fit the small displays.
This eBook does not use copy protection or Digital Rights Management
For more information, see our eBook Help page.