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Anthony Bickof - NetSuite ERP for Administrators: Learn how to install, maintain, and secure a NetSuite implementation, using the best tools and techniques

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NetSuite ERP for Administrators: Learn how to install, maintain, and secure a NetSuite implementation, using the best tools and techniques: summary, description and annotation

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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.

Key Features
  • 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
  • Book Description

    NetSuite ERP is a complete, scalable cloud ERP solution targeted at fast-growing, mid-sized businesses and large enterprises. Its 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 ERPs product and its ease of use. We then discuss business aspects, focusing on the most important processes in NetSuite. Then youll 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, youll 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 checklists providing actionable steps that you as an administrator can take to do your job and support the application through new releases and troubleshooting problems.

    What you will learn
  • Explore how the framework streamlines 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
  • 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.

    Anthony Bickof: author's other books


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    NetSuite ERP for Administrators
    Learn how to install, maintain, and secure a NetSuite implementation, using the best tools and techniques
    Anthony Bickof

    BIRMINGHAM - MUMBAI NetSuite ERP for Administrators Copyright 2018 Packt - photo 2

    BIRMINGHAM - MUMBAI
    NetSuite ERP for Administrators

    Copyright 2018 Packt Publishing

    All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

    Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.

    Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

    Commissioning Editor: Aaron Lazar
    Acquisition Editor: Aiswarya Narayanan, Chaitanya Nair
    Content Development Editor: Anugraha Arunagiri
    Technical Editor: Jijo Maliyekal
    Copy Editor: Safis Editing
    Project Coordinator: Ulhas Kambali
    Proofreader: Safis Editing
    Indexer: Pratik Shirodkar
    Graphics: Tania Dutta
    Production Coordinator: Nilesh Mohite

    First published: June 2018

    Production reference: 1280618

    Published by Packt Publishing Ltd.
    Livery Place
    35 Livery Street
    Birmingham
    B3 2PB, UK.

    ISBN 978-1-78862-887-7

    www.packtpub.com


    To my wife Leanne, for her love, support, and inspiration
    Contributors
    About the author

    Anthony Bickof is an independent NetSuite consultant specializing in NetSuite consulting and training. He spent 10 years in the training department at NetSuite-Oracle, designing NetSuite Administrator and End User training courses while authoring and delivering some of the training videos used in the NetSuite Help center. He's a NetSuite Certified Administrator and Certified ERP Consultant with 13 years of experience in training and implementing NetSuite. He lives in Toronto with his wife and three children and can be reached at anthony@nofrillsnetsuitetraining.com.

    About the reviewer

    Gaurav Aroraa has an MPhil in computer science. He is a Microsoft MVP, lifetime member of Computer Society of India (CSI), advisory member of IndiaMentor, certified as a scrum trainer/coach, XEN for ITIL-F, and APMG for PRINCE-F and PRINCE-P. Gaurav is an open source developer, a contributor to TechNet Wiki, and the founder of Ovatic Systems Private Limited. In over 20 years of his career, he has mentored thousands of students and industry professionals. You can tweet to Gaurav on his twitter handle @g_arora.

    I would like to thank my wife Shuby Arora and my angel (daughter) Aarchi Arora who permitted me to steal some time for this book that I supposed to spend with them. Also, I thank the entire PACKT Team, especially Anugraha Arunagiri and Ulhas, whose coordination and communication during the period was tremendous, and Denim, who introduced me for this book.
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    Preface

    Peruse the job boards and you'll find many listings for NetSuite Administrators. The job descriptions require skills such as building reports and dashboards to configuration, importing data, troubleshooting, supporting end users as well as leveraging NetSuite to improve and automate processes. In other words, be a system administrator, developer, business analyst, trainer, implementer, and strategic advisor, the point of contact for all things is NetSuite. That is a lot to expect from one person.

    My objective is to teach the skills that will enable the reader to perform all those interdisciplinary tasks. This is not easy, because as you have likely seen already, NetSuite is a powerful application, rich with functionality. The administrator can be bombarded with so much information that it is impossible to retain it all. I take a different approach.

    To use the analogy of a puzzle, what's the first thing we need to do when doing a puzzle? Look at the picture on the front of the box! Without that context, it's more likely that the reader will forget the details of each piece. I, therefore, start by showing them the picture on the front of the box and only then delve into the details of the individual pieces. This shows the reader how each piece contributes to the bigger picture and how and where it fits in.

    We will start with an overview of ERP and NetSuite ERP, because we need to know the end goal that we are striving for and why we do it. We will then explain the built-in features to show the breadth of the product and its ease of use. This illustrates how you can easily solve complex problems and have an impact on work in the short term. In the long term, they can use this chapter to solve problems that will arise in the future.

    The focus then shifts to specific skills that are required to administer any system, such as role, permissions, customization, and data imports. The administrators know the concepts as they have used them in administering other systems. I, therefore, provide tips and tricks to perform this effectively in NetSuite without having to learn all the theory that underpins it.

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