NetSuite for Consultants: A handbook for ERP and CRM consultants to implement NetSuite 2021 quickly and easily

Cover
Title Page
Copyright and Credits
Dedication
Contributors
Table of Contents
Preface
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: Understanding and 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: Understanding 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: Understanding 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: Understanding 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
About Packt
Other Books You May Enjoy
Index