NetSuite for Consultants: Your comprehensive guide to becoming a successful NetSuite consultant in 2023

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 Features

• Pick 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 learn

• Understand the NetSuite ecosystem, including the platform, its primary modules, and associated features.
• Learn about the NetSuite foundations and get prepared to utilize it in any company.
• Discover how to manage gaps, data migration, and integration with NetSuite.
• Utilize the all-new features updates in NetSuite 2022 and 2023.
• Find out how to minimize disruptions in finance as you migrate to NetSuite.
• Recognize the procedures for setting up the account for your company and how testing and development fit into the implementation plan.
• Refine your skills with NetSuite tips and tricks and make each implementation process a success.

Who 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 Contents

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 Organization's Users and Roles
6. Understanding the Organization's Accounting and Finance
7. Getting to Know the Organization
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
21. Appendix: My Answers to Self-Assessments

Peter Ries is a consulting technical director at Oracle NetSuite. He has been providing high-quality consulting for innovative software solutions for many years.

He enjoys solving problems, developing new software tools, and integrating applications to make his clients' businesses run on NetSuite. He works with all sorts of up-to-date technologies and loves the fact that he can continue to do so.