NetSuite ERP for administrators : learn how to install, maintain, and secure a NetSuite implementation, using the best tools and techniques / Anthony Bickof.

Format:

Book

Author/Creator:

Bickof, Anthony, author.

Language:

English

Subjects (All):

Enterprise resource planning--Computer programs.

Enterprise resource planning.

Business enterprises--Data processing.

Business enterprises.

Management information systems.

Physical Description:

1 online resource (353 pages) : illustrations

Edition:

1st edition

Other Title:

NetSuite Enterprise resource planning for administrators

Place of Publication:

Birmingham, UK ; Mumbai : Packt, 2018.

System Details:

text file

Summary:

Learn steps and tasks to help a NetSuite administrator perform both his daily and monthly tasks efficiently. Advance his expertise to become NetSuite leader without having to spend time and money on corporate trainings. About This Book Understand the business considerations and implementation of the NetSuite ERP Gain a deep knowledge of enterprise security, data management, process automation, and analytics Learn techniques to sail through system maintenance while ensuring accuracy and to practically troubleshoot issues Who This Book Is For This book is for administrators, consultants, and Project Managers who would like to improve their skills in the areas of configuration and system management. Basic experience implementing NetSuite is assumed. What You Will Learn Provide executives with meaningful insights into the business A Framework to streamline the implementation of new and existing features Leverage built-in tools to optimize your efficiency and effectiveness Test configuration to check the implementation of role-specific permissions Understand how to optimize the amount of data to be shared with users Import data like new leads and employ current data like pricing updates Perform on-going maintenance and troubleshoot issues In Detail 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 checkl...

Contents:

Cover

Title Page

Copyright and Credits

Dedication

Contributors

Packt Upsell

Table of Contents

Preface

Chapter 1: 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

Chapter 2: Exploring NetSuite Tools

Features that support businesses

Features that support administrators

Duplicate Detection

Security, from password policies to roles

Publishing dashboards

Building searches

Using Workflow Manager to automate tasks

Page loading times

Features that support users

Reminders

Key Performance Indicators (KPIs)

KPI meters

KPI scorecards

List

Saved Search

Trend graphs

Report snapshots

Pivoting data on the dashboard

Global search

Memorized transactions

Chapter 3: OneWorld

Subsidiary hierarchy

List records

Customers

Vendors

Items

Employees

Chart of accounts

Transactions

Intercompany journal entries and advanced intercompany journals

Chapter 4: Implementing

Procure-to-pay process

Enabling the feature

Configuring the defaults and preferences

General tab - Accounts Payable

Items/Transactions tab

Order Management - Purchasing

Order Management - Receiving

Order Management - Vendor bills

Approval routing

Building blocks

Item record

Order-to-Cash

Enabling features

Shipping and tax

Accounting Preferences - Order Management

Accounting Preferences - Items/ Transactions and Accounts

Sales &amp

Pricing section in Accounting Preferences

Accounts Receivable in Accounting Preferences

Customer

Shipping Items

Summary.

Chapter 5: Security and Permissions

Authentication

Username and password

Security questions

IP address rules

Login URL

Roles and permissions

Center

Permissions, restrictions, and forms

Permissions

Restrictions

View access to specific records

Restrictions by segment

Forms

User Roles

Identifying differences between roles

Global permissions

Audit Trail

View login Audit Trail

System notes

Saved Search Execution Log

Custom reports

The Audience subtab

The Access subtab

File Cabinet

Chapter 6: Customization

Customization options

Tips and tricks

Common characteristics

Custom entity field

Employee and transaction fields use case

Custom records

Online forms

Custom record example

Reporting on custom records

Custom Record online form example

Customizing forms

Main screen

Advanced PDF/HTML layouts

Chapter 7: Imports

The CSV Import Assistant

Best practices

Internal IDs

Source data

Importing tips

Customer import

Example 1 - Customer import use case

Item import

Inventory import

Kit import

Transaction import

Edge cases

Change a transaction form via import

Extending CSV imports

Troubleshooting

Chapter 8: Analytics - Searches, Reports, and the Dashboard

Dashboard overview

Searches versus reports

Advantages

Advantages of Saved Searches

Advantages of Reports

Saved Searches

Criteria tab

Formulas

Standard versus summary criteria

Results tab

Summary column

Function column

Formula column

Custom label and summary label columns

Highlighting

Available filters

Audience tab

Email

Scheduled Emails

Email alerts

Roles

Search settings

The PUBLIC checkbox

Available as List view.

Available as Dashboard view

Available as Sublist

Available for Reminders

Examples

Entity saved search example

Transaction search example

Reports

Standard reports

Report edit columns

Report filters

Report sorting

Report - More options

Financial Report Builder

Dashboard

Custom KPIs and KPI Scorecards

KPI

Custom KPI example

KPI Scorecard

KPI scorecard example

Chapter 9: Workflows

SuiteFlow

Which record will be affected?

When will the automation be activated?

Initiation

Order

Triggers

What will be automated?

How do we set up a workflow?

Creating a new workflow

Creating states

Creating Actions

Troubleshooting workflows

Use case

Creating the custom field

Saved search

Workflow

Chapter 10: Integration

The suite versus best of breed

The suite

Best of breed

The framework

Lessons learned

Chapter 11: New Releases

Major releases

What release am I on?

Notifications

Important dates

Release Preview

Preparing for the upgrade

Sneak peeks and release notes

Training videos

Test plan

Sandbox

Chapter 12: Troubleshooting Tips

Database uptime

Documentation

Help center

SuiteAnswers

NetSuite user group

A methodology for troubleshooting

Troubleshooting errors

New functionality

Accounting preferences

Setup manager

Help Center

A philosophical approach

Chapter 13: An Ongoing Maintenance Checklist

Checklist

Backups

Review administrative confirmations

System alerts

Login audit trail

Billing information

Duplicate detection

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Index.

Notes:

Description based on print version record.

ISBN:

9781788626163

1788626168

OCLC:

1044935075