NetSuite for Consultants

Your comprehensive guide to becoming a successful NetSuite consultant in 2023

Peter Ries

• Publisher: Packt Publishing
• Year: 2023
• Topic: Computer Science
• eBook ISBN:
  9781837639229
• Subtopic: Business Intelligence
• Index: Computer Science

Guide clients through a NetSuite implementation with the latest features in 2023 including gathering requirements, setting up the basics, creating custom automations, and importing data with SuiteQL

Key Features

• Pick up the best ways to identify a client's needs by asking the right questions in the initial interviews.
• Explore the new features in NetSuite 2023, including the Supply Chain Control Tower for managing inventory and gathering performance reports.
• Avoid pitfalls and get the implementation right first time by following the advice of a Consulting Technical Director at Oracle NetSuite.

Book Description

ERP and CRM consultants can effectively implement NetSuite for a client organization with the aid of NetSuite for Consultants, revised with the latest features and best practices for NetSuite 2023. After reading this book, you'll have a thorough understanding of how to configure the NetSuite ecosystem for any business. You'll learn how to apply new features such as the Manufacturing Mobile application, NetSuite budgeting features, and tools for handling rebates and trade promotions. This edition also includes expanded coverage of technical topics such as SuiteQL and the SuiteTalk REST API. Understanding what a business requires is a crucial first step toward completing any software product deployment, and this NetSuite guide will teach you how to ask meaningful questions that ascertain which features, basic and new, you will need to configure for your client. Most importantly, you'll not only learn how to perform a NetSuite implementation; you'll also learn how to prepare clients to use the software confidently, which is the true test of a great consultant.

What you will learn

• Understand the NetSuite ecosystem, including the platform, its primary modules, and associated features.
• Learn about the NetSuite foundations and get prepared to utilize it in any company.
• Discover how to manage gaps, data migration, and integration with NetSuite.
• Utilize the all-new features updates in NetSuite 2022 and 2023.
• Find out how to minimize disruptions in finance as you migrate to NetSuite.
• Recognize the procedures for setting up the account for your company and how testing and development fit into the implementation plan.
• Refine your skills with NetSuite tips and tricks and make each implementation process a success.

Who this book is for

This book is aimed at new NetSuite consultants who are tasked with guiding an organization through their NetSuite implementation. To make the most out of this book, you are expected to have already completed the basic NetSuite Foundations training course.

]]>

Table of contents

• Preface
• Section I: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
• Introduction to the NetSuite Ecosystem, Platform, and Related Features
• Selecting and Applying an Implementation Methodology
• Creating a Project Plan
• Section II: Understanding the Client’s Organization
• Documenting the Organization’s Requirements
• Analyzing the Organization’s Users and Roles
• Understanding the Organization’s Accounting and Finance
• Getting to Know the Organization’s Entities and Items
• Identifying the Organization’s Main Transactions
• Section III: Implementing an Organization in NetSuite
• 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
• Section IV: Managing Gaps and Integrations
• Managing Gaps and Creating Custom Automations
• Managing Integrations
• Managing Data Migrations
• My Answers to Self-Assessments
• Other Books You May Enjoy
• Index