NetSuite OneWorld Implementation 2011 R2

A step-by-step book and eBook guide to implementing NetSuite OneWorld 2011 R2

NetSuite OneWorld Implementation 2011 R2

Thomas Foydel

A step-by-step book and eBook guide to implementing NetSuite OneWorld 2011 R2
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Book Details

ISBN 139781849681322
Paperback400 pages

Book Description

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.

Table of Contents

Chapter 1: 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
Chapter 2: 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
Chapter 3: OneWorld Implementation
Preparing for the OneWorld implementation
The agile OneWorld implementation
Implementation basics
Documentation tools
Planning your OneWorld implementation
Summary
Chapter 4: 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
Chapter 5: Nuts and Bolts of OneWorld CRM
Marketing
Sales
Customer service
Summary
Chapter 6: 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
Chapter 7: Nuts and Bolts of OneWorld ERP Financial Management
Accounts payable processing
Accounts receivable processing
Cash management
Period-close processing
Financial reporting
Summary
Chapter 8: 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
Chapter 9: 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
Chapter 10: 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

What You Will Learn

  • 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

Authors

Table of Contents

Chapter 1: 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
Chapter 2: 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
Chapter 3: OneWorld Implementation
Preparing for the OneWorld implementation
The agile OneWorld implementation
Implementation basics
Documentation tools
Planning your OneWorld implementation
Summary
Chapter 4: 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
Chapter 5: Nuts and Bolts of OneWorld CRM
Marketing
Sales
Customer service
Summary
Chapter 6: 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
Chapter 7: Nuts and Bolts of OneWorld ERP Financial Management
Accounts payable processing
Accounts receivable processing
Cash management
Period-close processing
Financial reporting
Summary
Chapter 8: 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
Chapter 9: 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
Chapter 10: 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

Book Details

ISBN 139781849681322
Paperback400 pages
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