NetSuite for Consultants: Your comprehensive guide to becoming a successful NetSuite consultant in 2023, 2nd Edition 1837639078, 9781837639076

Table of contents :
Cover
Copyright
Contributors
Table of Contents
Preface
Section I: 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
Production accounts
Sandbox accounts
Development accounts
Release Preview 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
NetSuite’s mobile apps
Summary
Self-assessment
Chapter 2: Selecting and Applying an Implementation Methodology
What is a methodology and why do we need one?
Selecting from the different 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 testing
Applying your methodology to the project plan
Living with the plan as changes occur
Summary
Self-assessment
Section II: Understanding the Client’s Organization
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 role’s preferred versions?
Creating and managing employees
Grant access
Assign roles
Set up their supervisor
Set up their expenses and other approvals
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, and classes
Subsidiaries
Locations
Departments
Classes
Custom segments
Understanding the Accounts Payable feature
Understanding the Accounts Receivable feature
Use budgeting to plan and control finances
Summary
Self-assessment
Chapter 7: Getting to Know the Organization’s Entities and Items
Differentiating client leads, prospects, and customers
Implementing customer projects and resources
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 RTR transactions
Gathering requirements for PTP transactions
Gathering requirements for OTC transactions
Analyzing the other process groups
Design to build
Lead to quote
Call to resolution
Hire to pay
Marketing to ROI
Revenue recognition
Return to Credit (RTC)
Project to delivery
Web to order
Summary
Self-assessment
Section III: 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 do not need to see or will not use
Adding fields the users need that were not included out of the box
Rearranging the fields and lists on the form
Enabling related features and settings
Storing the form with the record
Actions
Roles
Using custom record types to store additional non-standard data
Defining custom lists and fields
Checkbox versus list
Single-select lists versus multiple-select lists
Image versus inline HTML
Change management for all 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
Special feature: Supply Chain Control Tower
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
Managing projects and resources
Summary
Self-assessment
Chapter 13: Financial Transactions and Period Closes
Setting up and using the GL
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 Intercompany Journals
Revenue Recognition
Elimination
Statistical journals
Performing and managing Period Closes
Manage accounting period
Override period restrictions
Overview of NetSuite’s tax features
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
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 Return, Credit, and Refund transactions
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 recognition plans
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
Linking datasets for even more flexibility
Creating exports with SuiteAnalytics Connect
Summary
Self-assessment
Section IV: Managing Gaps and Integrations
Chapter 18: Managing Gaps and Creating Custom Automations
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
Talking about data preparation for integrations
Collecting information about and documenting integrations
Managing data coming into NetSuite
Option 1 – 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 data migration testing and other reasons
Testing the data in phases
Data migration performance
Planning the cut-over activities
Migrating inventory and trial balances
Performing the final data imports before going live
Summary
Self-assessment
Appendix: My Answers to Self-Assessments
PacktPage
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Index