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