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NetSuite ERP for Administrators

NetSuite ERP for Administrators

By : Anthony Bickof
5 (2)
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NetSuite ERP for Administrators

NetSuite ERP for Administrators

5 (2)
By: Anthony Bickof

Overview of this book

NetSuite ERP is a complete, scalable cloud ERP solution targeted at fast-growing, mid-sized businesses and large enterprises. It's the smartly executed combination of financial management operations and built-in business intelligence, which enables companies to make data-driven and well-informed decisions. This book will help administrators become expert enough to be seen as the NetSuite leader at their company and to be able to advise department heads on specific processes, and strategic decisions. We start with an overview of ERP and NetSuite ERP, before going on to explain the built-in features to show the breadth of NetSuite ERP's product and its ease of use. We then discuss business aspects, focusing on the most important processes in NetSuite. Then you'll understand the implementation aspects that are generic enough to cover all the features. The focus then shifts to specific skills that you will need to administer for any system, such as roles, permissions, customization, and data imports. Moving on, you'll learn how to centralize the creation of search templates and give users the tools to pivot the data and expose it to the user in useful ways, such as on the dashboard. The book ends with checklists providing actionable steps that you as an administrator can take to do your job and support the application through new releases and troubleshooting problems.
Table of Contents (15 chapters)
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Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Get in touch
Free Chapter
1
The Value Proposition – Doing More with Less
The Value Proposition – Doing More with Less
Value of ERP 
The NetSuite value proposition – the whole is greater than the sum of its parts
Summary
2
Exploring NetSuite Tools
Exploring NetSuite Tools
Features that support businesses
Features that support administrators
Features that support users
Summary
3
OneWorld
OneWorld
Subsidiary hierarchy
List records
Summary
4
Implementing
Implementing
Procure-to-pay process
Order-to-Cash
Summary
5
Security and Permissions
Security and Permissions
Authentication
Roles and permissions
Audit Trail
Custom reports
Summary
6
Customization
Customization
Customization options
Tips and tricks
Common characteristics
Custom entity field
Employee and transaction fields use case
Custom records
Customizing forms
Advanced PDF/HTML layouts
Summary
7
Imports
Imports
The CSV Import Assistant
Best practices
Customer import
Item import
Transaction import
Edge cases
Troubleshooting
Summary
8
Analytics – Searches, Reports, and the Dashboard
Analytics – Searches, Reports, and the Dashboard
Dashboard overview
Searches versus reports
Saved Searches
Reports
Dashboard
Summary
9
Workflows
Workflows
SuiteFlow
Troubleshooting workflows
Use case
Summary
10
Integration
Integration
The suite versus best of breed
The framework
Summary
11
New Releases
New Releases
Major releases
Release Preview
Summary
12
Troubleshooting Tips
Troubleshooting Tips
Database uptime
Documentation
Help center
SuiteAnswers
NetSuite user group
A methodology for troubleshooting
Summary
13
An Ongoing Maintenance Checklist
An Ongoing Maintenance Checklist
Checklist
Review administrative confirmations
Login audit trail
Summary
14
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