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.

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Spis treści

NetSuite for Consultants. Your comprehensive guide to becoming a successful NetSuite consultant in 2023 - Second Edition eBook -- spis treści

• 1. Introduction to the NetSuite Ecosystem, Platform, and Related Features
• 2. Selecting and Applying an Implementation Methodology
• 3. Creating a Project Plan
• 4. Documenting the Organization's Requirements
• 5. Analyzing the Organization's Users and Roles
• 6. Understanding the Organization's Accounting and Finance
• 7. Getting to Know the Organization’s Entities and Items
• 8. Identifying the Organization's Main Transactions
• 9. Custom Forms, Records, and Fields
• 10. Centers and Dashboards
• 11. Items and Related Lists
• 12. Customers, Vendors, Contacts, and Other Entities
• 13. Financial Transactions and Period Closes
• 14. Procure-to-Pay Transactions
• 15. Order-to-Cash Transactions
• 16. Other Transactions and Custom Transactions
• 17. Analytics, Reports, and Data Exports
• 18. Managing Gaps and Creating Custom Automations
• 19. Managing Integrations
• 20. Managing Data Migrations
• 21. Appendix: My Answers to Self-Assessments