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

Description

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 FeaturesPick 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 learnUnderstand the NetSuite ecosystem, including the platform and its primary modules, and associated featuresLearn how to gather and document requirements, including understanding an organization's industry, transactions, and peopleLearn about the methodologies that go into creating a project plan for a NetSuite implementationFulfill client requirements with expanded coverage on managing employees, customer projects, and budgetingDiscover how to create custom automations and perform data migration with SuiteQL scriptsPerform integrations with expanded coverage on how we use the REST API for business purposesRecognize the procedures for testing and developmentRefine your skills with NetSuite tips and tricks and make each implementation process a successWho 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 ContentsIntroduction to the NetSuite Ecosystem, Platform, and Related FeaturesSelecting and Applying an Implementation MethodologyCreating a Project PlanDocumenting the Organization's RequirementsAnalyzing the Organization's Users and RolesUnderstanding the Organization's Accounting and FinanceGetting to Know the Organization's Entities and ItemsIdentifying the Organization's Main TransactionsCustom Forms, Records, and FieldsCenters and DashboardsItems and Related ListsCustomers, Vendors, Contacts, and Other EntitiesFinancial Transactions and Period ClosesProcure-to-Pay TransactionsOrder-to-Cash TransactionsOther Transactions and Custom TransactionsAnalytics, Reports, and Data Exports (N.B. Please use the Look Inside option to see further chapters)