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NetSuite ERP for Administrators

You're reading from   NetSuite ERP for Administrators Learn how to install, maintain, and secure a NetSuite implementation, using the best tools and techniques

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Product type Paperback
Published in Jun 2018
Publisher Packt
ISBN-13 9781788628877
Length 360 pages
Edition 1st Edition
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Author (1):
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Anthony Bickof Anthony Bickof
Author Profile Icon Anthony Bickof
Anthony Bickof
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Table of Contents (21) Chapters Close

Title Page
Copyright and Credits
Dedication
Contributors
Packt Upsell
Preface
1. The Value Proposition – Doing More with Less FREE CHAPTER 2. Exploring NetSuite Tools 3. OneWorld 4. Implementing 5. Security and Permissions 6. Customization 7. Imports 8. Analytics – Searches, Reports, and the Dashboard 9. Workflows 10. Integration 11. New Releases 12. Troubleshooting Tips 13. An Ongoing Maintenance Checklist 1. Other Books You May Enjoy Index

Summary


The import wizard can be used to add additional records to the database or to update existing records. Focus on manipulating your source data to ensure it meets the criteria NetSuite requires for each field. Convert the data in fields referencing picklist values to the internal ID corresponding with the appropriate picklist value. 

We can only import one subtype of a record at a time, for instance, importing the inventory and assembly items will need to be done in two separate imports. We can import one file only or multiple files simultaneously, where the data is stored in different tables in NetSuite, such as customers and contacts. 

NetSuite provides us with advanced mapping tools in addition to simply mapping a field from the source data to the corresponding NetSuite field. The mapping screen enables us to set default values and match picklist values based on internal ID. The NetSuite fields on the mapping screen are displayed in different folders. The first folder represents the...

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