NetSuite ERP for administrators learn how to install, maintain, and secure a NetSuite implementation, using the best tools and techniques
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...
| Otros Autores: | |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Birmingham, UK ; Mumbai :
Packt
2018.
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| Edición: | 1st edition |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009630447506719 |
Tabla de Contenidos:
- 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
- Summary
- Chapter 3: OneWorld
- Subsidiary hierarchy
- List records
- Customers
- Vendors
- Items
- Employees
- Chart of accounts
- Transactions
- Intercompany journal entries and advanced intercompany journals
- Summary
- 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
- 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.
- 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
- Audit Trail
- Saved Search Execution Log
- Custom reports
- The Audience subtab
- The Access subtab
- File Cabinet
- Summary
- 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
- Summary
- 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
- Summary
- 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
- 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
- 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
- Summary
- Chapter 10: Integration
- The suite versus best of breed
- The suite
- Best of breed
- The framework
- Lessons learned
- Summary
- 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
- Summary
- Chapter 12: 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
- Chapter 13: An Ongoing Maintenance Checklist
- Checklist
- Backups
- Review administrative confirmations
- System alerts
- Login audit trail
- Billing information
- Duplicate detection
- Summary
- Other Books You May Enjoy
- Index.
