PacktLib: NetSuite OneWorld Implementation 2011 R2

NetSuite OneWorld Implementation 2011 R2

Credits

About the Author

About the Reviewer

www.PacktPub.com

PacktLib.PacktPub.com

Preface

What is NetSuite OneWorld?

An overview of OneWorld

OneWorld and NetSuite

OneWorld business model examples

OneWorld is Software as a Service (SaaS)

Customize, integrate, configure, and extend OneWorld

Due diligence for SaaS

OneWorld Suite or best of breeds

Total cost of ownership

Three different scenarios for OneWorld

Summary

OneWorld's Foundation

OneWorld navigation primer

OneWorld centers and roles

General setup

Customer relationship management

Enterprise resource planning

The Item catalog

Accounting preferences

Accounting, CRM, and employee lists

Summary

OneWorld Implementation

Preparing for the OneWorld implementation

The agile OneWorld implementation

Implementation basics

Documentation tools

Planning your OneWorld implementation

Summary

Nailing OneWorld Basics

Setting up the basics

The chart of accounts

Departments, classes, and locations

Naming and numbering in OneWorld

Advanced taxes

Setting up the Item catalog

Completing the accounting preferences

Summary

Nuts and Bolts of OneWorld CRM

Marketing

Sales

Customer service

Summary

Nuts and Bolts of OneWorld ERP

Drop ship and special order

Managing inventory and warehouse processes

Assembly, kitting, and grouping

Selling items with deferred revenue

Selling and managing services

E-commerce in OneWorld

Summary

Nuts and Bolts of OneWorld ERP Financial Management

Accounts payable processing

Accounts receivable processing

Cash management

Period-close processing

Financial reporting

Summary

OneWorld Customization and Advanced Configuration

Adding custom fields

Adding new records

Adding records to other records and forms

Configuring custom forms

Configuring custom roles

Developing custom centers

Designing new workflows

Summary

OneWorld Data Migration

Data migration in the implementation

The data migration spreadsheet

Data scrubbing

Using internal and external IDs

The import tools

Importing transaction records

Summary

Data Analysis

Lists, views, and custom searches

Customizing standard reports

Configuring new reports

Custom financial reports

Key performance indicators (KPIs)

Key performance scorecards

Dashboard management

Summary

Tools, Training, and the Next Steps

Tools, Training, and the Next Steps

Tools, Training, and the Next Steps

Tools, Training, and the Next Steps

Tools, Training, and the Next Steps