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NetSuite OneWorld Implementation 2011 R2

Book Description

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

  • 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

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.

Table of Contents

  1. NetSuite OneWorld Implementation 2011 R2
    1. NetSuite OneWorld Implementation 2011 R2
    2. Credits
    3. About the Author
    4. About the Reviewer
    5. www.PacktPub.com
      1. Discounts
      2. Free eBooks
      3. Newsletters
      4. Code Downloads, Errata and Support
      5. Instant Updates on New Packt Books
    6. PacktLib.PacktPub.com
    7. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Downloading the example code
        2. Errata
        3. Piracy
        4. Questions
    8. 1. What is NetSuite OneWorld?
      1. An overview of OneWorld
        1. Answering new challenges
      2. OneWorld and NetSuite
      3. OneWorld business model examples
        1. Business models
      4. OneWorld is Software as a Service (SaaS)
        1. Multi-tenancy
        2. What SaaS means to you
        3. SaaS and Cloud Computing
      5. Customize, integrate, configure, and extend OneWorld
        1. SuiteCloud platform
          1. NetSuite Business Operating System (NS BOS)
      6. Due diligence for SaaS
        1. The SAS 70 Audit
        2. More common security questions
        3. Service Level Agreement (SLA)
      7. OneWorld Suite or best of breeds
        1. The Suite
        2. Best of breed
        3. The Vertical Suite
        4. The Open Source Suite
        5. Suite summary
      8. Total cost of ownership
        1. Other costs and values
        2. Backup and restore
        3. How NetSuite is sold
      9. Three different scenarios for OneWorld
        1. The start-up green field
        2. The established company on the growth curve
        3. New ownership
      10. Summary
    9. 2. OneWorld's Foundation
      1. OneWorld navigation primer
      2. OneWorld centers and roles
      3. General setup
        1. Company information setup
        2. Enable features
        3. Rename records/transactions
        4. States/Provinces/Counties
        5. Countries
        6. General preferences
        7. Personal preferences
        8. Printing, fax, and e-mail preferences
      4. Customer relationship management
        1. Marketing functions
          1. Marketing templates
          2. Marketing campaigns
          3. Groups
        2. Sales functions
          1. Sales territories
          2. Customer statuses
          3. Opportunity management
          4. Sales force automation
          5. Sales quotas and forecasts
          6. Selling through the partner channel
          7. Sales commissions
        3. Customer service functions
          1. Service cases
          2. Service case assignment
          3. Case escalation
          4. Help desk
          5. Knowledge base
      5. Enterprise resource planning
        1. Currencies
        2. Subsidiaries
        3. Locations, classes, and departments
          1. Locations
          2. Classes
          3. Departments
        4. Accounting functions and processes
          1. Advanced taxes
          2. The Chart of Accounts (COA)
          3. Enable the ERP functions and processes
            1. The Company tab
            2. The Accounting tab
            3. The Transactions tab
      6. The Item catalog
      7. Accounting preferences
        1. The General tab
        2. The Items/Transaction tab
      8. Accounting, CRM, and employee lists
        1. Accounting Lists
        2. CRM Lists
        3. Employee Related Lists
      9. Summary
    10. 3. OneWorld Implementation
      1. Preparing for the OneWorld implementation
        1. Project resources by role (in hours)
        2. Prototyping and sandbox accounts
      2. The agile OneWorld implementation
        1. Why is agile difficult?
        2. Why agile is best
      3. Implementation basics
        1. Historical data
        2. Getting started on your implementation
        3. Changing the business or changing the software
      4. Documentation tools
        1. Business process example
      5. Planning your OneWorld implementation
      6. Summary
    11. 4. Nailing OneWorld Basics
      1. Setting up the basics
        1. Setting up currencies and currency exchange rates
        2. Setting up states/provinces/counties
        3. Setting up your organization's structure
        4. So how do subsidiaries work?
      2. The chart of accounts
        1. Managing accounting periods
      3. Departments, classes, and locations
        1. Locations
        2. Departments and classes
      4. Naming and numbering in OneWorld
      5. Advanced taxes
      6. Setting up the Item catalog
        1. Item types
        2. Item accounting
        3. Groups, kits, and assemblies
        4. Matrix items
        5. Service items
        6. Managing inventory
        7. Item pricing
        8. Item vendors
        9. Item display
        10. Item imports
      7. Completing the accounting preferences
        1. The Order Management tab
        2. The Time and Expenses tab
      8. Summary
    12. 5. Nuts and Bolts of OneWorld CRM
      1. Marketing
        1. Marketing preferences
        2. The tools
        3. Business case: Acme inc
          1. Keyword campaign
          2. Lead capture forms
          3. Lead nurturing or drip marketing
          4. Templates
          5. Marketing campaign
          6. Promotion codes
          7. Upsell
        4. Marketing summary
      2. Sales
        1. Sales preferences
        2. Lead routing with sales territories
        3. Contact management
        4. Sales forms
        5. Quotas and forecasts
        6. Team selling
        7. Commissions
        8. Sales summary
      3. Customer service
        1. Support preferences
        2. Support lists of values
        3. Case routing and escalation
        4. Case management
        5. Knowledge Base
        6. Support summary
      4. Summary
    13. 6. Nuts and Bolts of OneWorld ERP
      1. Drop ship and special order
        1. Inventory or non-inventory items
        2. The drop ship/special order process
      2. Managing inventory and warehouse processes
        1. Inventory types
        2. Adjusting inventory
        3. Selling inventory
        4. Inventory item pricing
        5. Fulfilling inventory
          1. Pick, pack, and ship
          2. Integrated shipping
        6. Re-ordering inventory
        7. Purchasing inventory
          1. Landed costs
          2. Vendor pricing
          3. Receiving
            1. Bins
        8. Transferring inventory between locations
        9. Transferring inventory between subsidiaries
        10. History
      3. Assembly, kitting, and grouping
        1. The assembly process
        2. Kitting and grouping
      4. Selling items with deferred revenue
        1. VSOE
      5. Selling and managing services
        1. Contract services
        2. Professional Services
          1. Fixed-bid projects
          2. Time and materials projects
          3. Generating projects from sales orders
          4. Per-employee billing rates
        3. Time entry and approval
        4. Expense entry and approval
      6. E-commerce in OneWorld
        1. Preparing e-commerce content for search engines
          1. Sitemaps
          2. Product feeds
          3. Customization
          4. Images
        2. Setting up your site for selling
          1. Basic setup
          2. Shopping options
          3. Customizing e-mails and site text
          4. Upsell and related items
        3. Launching your site
      7. Summary
    14. 7. Nuts and Bolts of OneWorld ERP Financial Management
      1. Accounts payable processing
        1. Purchase order processing
          1. Processing vendor bill variances
        2. Processing bills
          1. Amortizing expenses
        3. Processing expense reports
          1. Intercompany time and expense
        4. Processing commissions
        5. Processing corporate credit card use
        6. Paying sales and payroll taxes
        7. Paying payables
        8. ACH payment method
        9. Processing vendor returns
      2. Accounts receivable processing
        1. Billing sales orders
        2. Invoicing billable clients
        3. Refunds, credit memos, and customer returns
        4. Payments, deposits, finance charges, and bad debt
      3. Cash management
        1. Bank deposits
        2. CC payments processing
        3. Gift certificate income
      4. Period-close processing
        1. Allocating expenses
        2. Amortizing liabilities
        3. Revenue recognition
        4. Journals and intercompany journals
        5. Bank reconciliation
      5. Financial reporting
        1. Financial report generator
      6. Summary
    15. 8. OneWorld Customization and Advanced Configuration
      1. Adding custom fields
        1. Item fields
        2. Transaction column fields
        3. Entity fields
        4. Transaction body fields
      2. Adding new records
      3. Adding records to other records and forms
      4. Configuring custom forms
        1. Entry forms
        2. Transaction forms
          1. Forms and layouts for printing
      5. Configuring custom roles
      6. Developing custom centers
      7. Designing new workflows
        1. Using workflow with other customizations
      8. Summary
    16. 9. OneWorld Data Migration
      1. Data migration in the implementation
      2. The data migration spreadsheet
      3. Data scrubbing
      4. Using internal and external IDs
      5. The import tools
        1. Other imports
      6. Importing transaction records
      7. Summary
    17. 10. Data Analysis
      1. Lists, views, and custom searches
        1. Customizing searches
      2. Customizing standard reports
      3. Configuring new reports
      4. Custom financial reports
      5. Key performance indicators (KPIs)
        1. Custom KPIs
      6. Key performance scorecards
      7. Dashboard management
      8. Summary
    18. A. Tools, Training, and the Next Steps
      1. Tools
        1. The statement of work (SOW)
        2. The project plan
        3. The results, issues, and decisions list
        4. The business narrative
        5. More on agile
      2. Training
        1. Implementation training
        2. Ongoing training
      3. Next steps
      4. Summary