NetSuite 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.

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Spis treści

NetSuite for Consultants. A handbook for ERP and CRM consultants to implement NetSuite 2021 quickly and easily 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 Organizations Users and Roles
• 6. Understanding the Organization's Accounting and Finance
• 7. Getting to Know the Organization's Customers, Other 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