NetSuite ERP for Administrators电子书

Title Page

Copyright and Credits

NetSuite ERP for Administrators

Dedication

Contributors

About the author

About the reviewer

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Why subscribe?

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Preface

Who this book is for

What this book covers

To get the most out of this book

Download the color images

Conventions used

Get in touch

Reviews

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

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

Summary

OneWorld

Subsidiary hierarchy

List records

Customers

Vendors

Items

Employees

Chart of accounts

Transactions

Intercompany journal entries and advanced intercompany journals

Summary

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

Employees

Vendors

Item record

Transactions

Order-to-Cash

Enabling features

Configuring the defaults and preferences

Shipping and tax

Accounting Preferences – Order Management

Accounting Preferences – Items/ Transactions and Accounts

Sales & Pricing section in Accounting Preferences

Accounts Receivable in Accounting Preferences

Building blocks

Customer

Item record

Shipping Items

Transactions

Summary

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

Audit Trail

Saved Search Execution Log

Custom reports

The Audience subtab

The Access subtab

File Cabinet

Summary

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

Summary

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

Summary

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

Summary

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

Summary

Integration

The suite versus best of breed

The suite

Best of breed

The framework

Lessons learned

Summary

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

Summary

Troubleshooting Tips

Database uptime

Documentation

Help center

SuiteAnswers

Training videos

NetSuite user group

A methodology for troubleshooting

Troubleshooting errors

New functionality

Enabling features

Accounting preferences

Setup manager

Help Center

A philosophical approach

Summary

An Ongoing Maintenance Checklist

Checklist

Backups

Review administrative confirmations

System alerts

Login audit trail

Billing information

Duplicate detection

Summary

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