NetSuite ERP for Administrators : Learn How to Install, Maintain, and Secure a NetSuite Implementation, Using the Best Tools and Techniques.
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-informe...
Clasificación: | Libro Electrónico |
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Autor principal: | |
Formato: | Electrónico eBook |
Idioma: | Inglés |
Publicado: |
Birmingham :
Packt Publishing Ltd,
2018.
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Temas: | |
Acceso en línea: | Texto completo |
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
- ReceivingOrder 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 questionsIP 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 caseCustom 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.