NetSuite OneWorld Implementation 2011 R2


NetSuite OneWorld Implementation 2011 R2
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Overview
Table of Contents
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  • Understand the configuration and customization of NetSuite OneWorld within the implementation process, from a new account to go-live with this book and e-book
  • Grasp the base setups of a newly provisioned NetSuite OneWorld customer account and how it affects the system’s behavior
  • Provides a detailed explanation of key NetSuite OneWorld functions from subsidiary accounting, configuring the item catalogue, setting up sales taxes, managing data imports, creating projects and customizing every aspect of the system for your business model
  • Delve into NetSuite OneWorld’s key business processes such as drop ship order processing, service project management, e-commerce sales, customer service, lead to cash, purchase to pay and build to order
  • Analyze your NetSuite OneWorld data for decision making, including reports, ad-hoc queries and key performance indicators
  • Understand the implementation process and how successful NetSuite OneWorld customers go live on a system that supports their unique business model

Book Details

Language : English
Paperback : 400 pages [ 235mm x 191mm ]
Release Date : November 2011
ISBN : 1849681325
ISBN 13 : 9781849681322
Author(s) : Thomas Foydel
Topics and Technologies : All Books, Other, Enterprise

Table of Contents

Preface
Chapter 1: What is NetSuite OneWorld?
Chapter 2: OneWorld's Foundation
Chapter 3: OneWorld Implementation
Chapter 4: Nailing OneWorld Basics
Chapter 5: Nuts and Bolts of OneWorld CRM
Chapter 6: Nuts and Bolts of OneWorld ERP
Chapter 7: Nuts and Bolts of OneWorld ERP – Financial Management
Chapter 8: OneWorld Customization and Advanced Configuration
Chapter 9: OneWorld Data Migration
Chapter 10: Data Analysis
Appendix : Tools, Training, and the Next Steps
Index
  • Chapter 1: What is NetSuite OneWorld?
    • An overview of OneWorld
      • Answering new challenges
    • OneWorld and NetSuite
    • OneWorld business model examples
      • Business models
    • OneWorld is Software as a Service (SaaS)
      • Multi-tenancy
      • What SaaS means to you
      • SaaS and Cloud Computing
    • Customize, integrate, configure, and extend OneWorld
      • SuiteCloud platform
        • NetSuite Business Operating System (NS BOS)
    • Due diligence for SaaS
      • The SAS 70 Audit
      • More common security questions
      • Service Level Agreement (SLA)
    • OneWorld Suite or best of breeds
      • The Suite
      • Best of breed
      • The Vertical Suite
      • The Open Source Suite
      • Suite summary
    • Total cost of ownership
      • Other costs and values
      • Backup and restore
      • How NetSuite is sold
    • Three different scenarios for OneWorld
      • The start-up green field
      • The established company on the growth curve
      • New ownership
    • Summary
    • Chapter 2: OneWorld's Foundation
      • OneWorld navigation primer
      • OneWorld centers and roles
      • General setup
        • Company information setup
        • Enable features
        • Rename records/transactions
        • States/Provinces/Counties
        • Countries
        • General preferences
        • Personal preferences
        • Printing, fax, and e-mail preferences
      • Customer relationship management
        • Marketing functions
          • Marketing templates
          • Marketing campaigns
          • Groups
        • Sales functions
          • Sales territories
          • Customer statuses
          • Opportunity management
          • Sales force automation
          • Sales quotas and forecasts
          • Selling through the partner channel
          • Sales commissions
        • Customer service functions
          • Service cases
          • Service case assignment
          • Case escalation
          • Help desk
          • Knowledge base
      • Enterprise resource planning
        • Currencies
        • Subsidiaries
        • Locations, classes, and departments
          • Locations
          • Classes
          • Departments
        • Accounting functions and processes
          • Advanced taxes
          • The Chart of Accounts (COA)
          • Enable the ERP functions and processes
      • The Item catalog
      • Accounting preferences
        • The General tab
        • The Items/Transaction tab
      • Accounting, CRM, and employee lists
        • Accounting Lists
        • CRM Lists
        • Employee Related Lists
      • Summary
      • Chapter 3: OneWorld Implementation
        • Preparing for the OneWorld implementation
          • Project resources by role (in hours)
          • Prototyping and sandbox accounts
        • The agile OneWorld implementation
          • Why is agile difficult?
          • Why agile is best
        • Implementation basics
          • Historical data
          • Getting started on your implementation
          • Changing the business or changing the software
        • Documentation tools
          • Business process example
        • Planning your OneWorld implementation
        • Summary
        • Chapter 4: Nailing OneWorld Basics
          • Setting up the basics
            • Setting up currencies and currency exchange rates
            • Setting up states/provinces/counties
            • Setting up your organization's structure
            • So how do subsidiaries work?
          • The chart of accounts
            • Managing accounting periods
          • Departments, classes, and locations
            • Locations
            • Departments and classes
          • Naming and numbering in OneWorld
          • Advanced taxes
          • Setting up the Item catalog
            • Item types
            • Item accounting
            • Groups, kits, and assemblies
            • Matrix items
            • Service items
            • Managing inventory
            • Item pricing
            • Item vendors
            • Item display
            • Item imports
          • Completing the accounting preferences
            • The Order Management tab
            • The Time and Expenses tab
          • Summary
          • Chapter 5: Nuts and Bolts of OneWorld CRM
            • Marketing
              • Marketing preferences
              • The tools
              • Business case: Acme inc
                • Keyword campaign
                • Lead capture forms
                • Lead nurturing or drip marketing
                • Templates
                • Marketing campaign
                • Promotion codes
                • Upsell
              • Marketing summary
            • Sales
              • Sales preferences
              • Lead routing with sales territories
              • Contact management
              • Sales forms
              • Quotas and forecasts
              • Team selling
              • Commissions
              • Sales summary
            • Customer service
              • Support preferences
              • Support lists of values
              • Case routing and escalation
              • Case management
              • Knowledge Base
              • Support summary
            • Summary
            • Chapter 6: Nuts and Bolts of OneWorld ERP
              • Drop ship and special order
                • Inventory or non-inventory items
                • The drop ship/special order process
              • Managing inventory and warehouse processes
                • Inventory types
                • Adjusting inventory
                • Selling inventory
                • Inventory item pricing
                • Fulfilling inventory
                  • Pick, pack, and ship
                  • Integrated shipping
                • Re-ordering inventory
                • Purchasing inventory
                  • Landed costs
                  • Vendor pricing
                  • Receiving
                • Transferring inventory between locations
                • Transferring inventory between subsidiaries
                • History
              • Assembly, kitting, and grouping
                • The assembly process
                • Kitting and grouping
              • Selling items with deferred revenue
                • VSOE
              • Selling and managing services
                • Contract services
                • Professional Services
                  • Fixed-bid projects
                  • Time and materials projects
                  • Generating projects from sales orders
                  • Per-employee billing rates
                • Time entry and approval
                • Expense entry and approval
              • E-commerce in OneWorld
                • Preparing e-commerce content for search engines
                  • Sitemaps
                  • Product feeds
                  • Customization
                  • Images
                • Setting up your site for selling
                  • Basic setup
                  • Shopping options
                  • Customizing e-mails and site text
                  • Upsell and related items
                • Launching your site
              • Summary
              • Chapter 7: Nuts and Bolts of OneWorld ERP – Financial Management
                • Accounts payable processing
                  • Purchase order processing
                    • Processing vendor bill variances
                  • Processing bills
                    • Amortizing expenses
                  • Processing expense reports
                    • Intercompany time and expense
                  • Processing commissions
                  • Processing corporate credit card use
                  • Paying sales and payroll taxes
                  • Paying payables
                  • ACH payment method
                  • Processing vendor returns
                • Accounts receivable processing
                  • Billing sales orders
                  • Invoicing billable clients
                  • Refunds, credit memos, and customer returns
                  • Payments, deposits, finance charges, and bad debt
                • Cash management
                  • Bank deposits
                  • CC payments processing
                  • Gift certificate income
                • Period-close processing
                  • Allocating expenses
                  • Amortizing liabilities
                  • Revenue recognition
                  • Journals and intercompany journals
                  • Bank reconciliation
                • Financial reporting
                  • Financial report generator
                • Summary
                • Chapter 8: OneWorld Customization and Advanced Configuration
                  • Adding custom fields
                    • Item fields
                    • Transaction column fields
                    • Entity fields
                    • Transaction body fields
                  • Adding new records
                  • Adding records to other records and forms
                  • Configuring custom forms
                    • Entry forms
                    • Transaction forms
                      • Forms and layouts for printing
                  • Configuring custom roles
                  • Developing custom centers
                  • Designing new workflows
                    • Using workflow with other customizations
                  • Summary
                  • Chapter 9: OneWorld Data Migration
                    • Data migration in the implementation
                    • The data migration spreadsheet
                    • Data scrubbing
                    • Using internal and external IDs
                    • The import tools
                      • Other imports
                    • Importing transaction records
                    • Summary
                    • Chapter 10: Data Analysis
                      • Lists, views, and custom searches
                        • Customizing searches
                      • Customizing standard reports
                      • Configuring new reports
                      • Custom financial reports
                      • Key performance indicators (KPIs)
                        • Custom KPIs
                      • Key performance scorecards
                      • Dashboard management
                      • Summary
                      • Appendix : Tools, Training, and the Next Steps
                        • Tools
                          • The statement of work (SOW)
                          • The project plan
                          • The results, issues, and decisions list
                          • The business narrative
                          • More on agile
                        • Training
                          • Implementation training
                          • Ongoing training
                        • Next steps
                        • Summary

                        Thomas Foydel

                        Thomas Foydel is a veteran of software consulting and implementation. During the past 24 years he implemented software for very large multi-nationals and small global companies with great aspirations. Tom’s special niche is the small and medium enterprise and the divisions of large corporations who must use information systems to beat larger competitors. Tom lives among the orchards of southern Michigan. He received his bachelor degree from the University of Michigan and a master’s degree in business information systems from Wayne State University.
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                        What you will learn from this book

                        • Understand what NetSuite OneWorld represents as a business management system and how it differs from its competitors
                        • Understand the business processes and models supported
                        • Gain insight into the implementation process and what you need to succeed
                        • Learn the base setups to prepare your NetSuite OneWorld system for business configuration
                        • Understand the core functionality of NetSuite OneWorld CRM and how your organization can benefit from sales, marketing and customer service
                        • Learn the core functions of NetSuite OneWorld purchasing, assembly, order management and financial modules and how to exploit them for business advantage
                        • Learn how to integrate your webstore with NetSuite OneWorld to serve your customers easily and efficiently
                        • Understand service project management and how to configure Netsuite OneWorld for project accounting
                        • Learn the details of form, role, dashboard, report and process customization
                        • Includes real world examples implemented in NetSuite OneWorld and the key decision points
                        • Understand data migration in the NetSuite OneWorld implementation and how to migrate successfully

                        In Detail

                        Netsuite OneWorld is a web-based business management system that delivers real-time global business management and financial consolidation to mid-sized companies.

                        NetSuite OneWorld enables you to manage companies with multiple subsidiaries, business units and legal entities all from a single NetSuite account.

                        This book shows you how to successfully implement NetSuite OneWorld into your organization.

                        This book takes you through all the steps to successfully implement NetSuite OneWorld into your organization, helping key corporate decision makers and their staff to assess NetSuite OneWorld as a business management system. The book offers a clear explanation of NetSuite OneWorld, how to implement it and how to extend and administer it. The book starts by covering the strategic assessment of NetSuite OneWorld, in the context of ERP, Software as a Service, and as an integrated business management software package. The book then moves on to NetSuite OneWorld Implementation, including NetSuite OneWorld Basics, CRM and ERP and Web Presence/E-commerce. The book then dives into topics such as Configuring, Customizing, Extending and Administering OneWorld.

                        Approach

                        This book is a focused, step-by step tutorial that shows you how to successfully implement NetSuite OneWorld into your organization. It is written in an easy-to-read style, with a strong emphasis on real-world, practical examples with step-by-step explanations.

                        The book focuses on NetSuite OneWorld 2011 R2.

                        Who this book is for

                        If you are an application administrator, business analyst, project team member or business process owner who wants to implement NetSuite OneWorld into your organization, then this book is for you. This book might also be useful if you are a business manager considering a new system for your organization, by providing a real assessment of the current system landscape in relation to NetSuite OneWorld.

                        You should have a basic understanding of business management systems and their implementation. You should also have basic knowledge of NetSuite as an integrated business system and NetSuite OneWorld specifically.

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