NetSuite for Consultants
In NetSuite for Consultants, you’ll receive expert guidance on how to help your client configure and customize NetSuite. You'll understand how to gather requirements effectively, set up their company on the platform, and discover the new and advanced settings that they might require. You’ll also learn how to fix any post-implementation functional and technical problems.
Offered by
Difficulty Level
Intermediate
Completion Time
11h32m
Language
English
About Book
Who Is This Book 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.
NetSuite for Consultants
- About Book
- Who Is This Book For?
- Book Content
Book content
chapters • 11h32m total length
Introduction to the NetSuite Ecosystem, Platform, and Related Features
Selecting and Applying an Implementation Methodology
Creating a Project Plan
Documenting the Organization's Requirements
Analyzing the Organization's Users and Roles
Understanding the Organization's Accounting and Finance
Getting to Know the Organization’s Entities and Items
Identifying the Organization's Main Transactions
Custom Forms, Records, and Fields
Centers and Dashboards
Items and Related Lists
Customers, Vendors, Contacts, and Other Entities
Financial Transactions and Period Closes
Procure-to-Pay Transactions
Order-to-Cash Transactions
Other Transactions and Custom Transactions
Analytics, Reports, and Data Exports
Managing Gaps and Creating Custom Automations
Managing Integrations
Managing Data Migrations
Appendix: My Answers to Self-Assessments
Related Resources
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