Oracle NetSuite

Getting Started

Contents

Introduction to NetSuite

Overview

NetSuite Modules

Environments and Clients

NetSuite Financial Terminology

Transactional Data

Master Data

Requirements for Using NetSuite

Logging On and Off

Windows 10

Macintosh

Basic Screen Features

NetSuite User Menu Screen

Navigation Area

Changing the Display Options

Startup Menu

NetSuite Screens

NetSuite Screen Features

Screen Header

Menu Bar

Standard Toolbar

Title Bar

Application Toolbar

Screen Body

Status Bar

NetSuite Buttons

Working in NetSuite

Transaction Codes

Using a Transaction Code

Finding a Transaction Code

Displaying a List of Recently Used Transaction Codes

Multiple Sessions

Creating a New Session

Moving Among Sessions

Closing a Session

Matchcodes

Types of Matchcodes

Hit List Matchode

Restrict Value Range Matchcode

Calendar Search Matchcode

Workflow Inbox

Accessing Your Inbox

Reviewing a Work Item

Printing in NetSuite

Tips and Optional Features

NetSuite User Settings

NetSuite User Profile

Setting Your User Defaults

Finding Your Printer

Setting Your User Address

Setting Your User Parameters

Favorites

Creating a Favorite

Maintaining Favorites

Organizing Favorites into Folders

Changing Screen Colors and Font Sizes on the NetSuite

Macintosh:

Change or Create a New Color Scheme (NetSuite)

Change the Color Scheme (NetSuite)

Change the Font Size NetSuite)

PC:

Change or Create a New Color Scheme

Change the Font Size

Screen Resolution

Adjust the Screen Resolution

Help Window

Change the Help Window

Table Screen Layout

Create the Table Screen Layout

What's this app?

Explore

Preset

Realize

Deploy

Change

Run and Operate

System preparation

Configure Your Solution

Configure Your Solution

Configure Your Solution

Configure Your Solution

Configure Your Solution

Migrate Your Data

Test Your Processes

Manage Test Processes

Create Change

View Change History

Learn More

View Solution Scope

Set Local Version

Phase 1: Get Organized

This Phase consists of the following tasks:

1 Review Goals

2 Define the Team

This phase prepares the ground for later phases of the project by establishing the objectives of the project, the scope, and the staffing, and also begins the education process for the key members of the project team. The project Kick Off meeting is a key element in confirming objectives, scope and the composition of the core project team.

Some projects are on a strict timeline, where the business is facing an important date, perhaps the end of a fiscal year, when the system must be operational. This factor may cause the project team to reduce the scope of the project, or perhaps split the project into multiple releases. Understanding the inter-relationship of these factors, and any other over-riding project objectives, is important to document and share across the project team.

Identifying the project team happens in this phase. The methodology identifies a number of "roles" that are required for the project. In this context, roles refer to the skills required to complete a piece of work and may involve one individual or a whole department. In NetSuite implementation projects, a single individual may often take responsibility for multiple project roles. For instance, in a small company, a single individual may take responsibility for making business decisions across many business processes.

Who's Involved With This Task?

Executive Sponsor

Business Process Owner

Administrator

Project Manager

Phase 2: Prepare Your Business

Prepare Your Business

This Phase consists of the following tasks:

1 Review Existing Processes

2 Map Processes to NetSuite

3 Review Data Migration Requirements

4 Create Schedule/Plan

In this Phase, the requirements of the business are documented and matched to the capabilities of the NetSuite application.

It is not possible to overemphasize the importance of this phase. A vast majority of problematic implementations can be traced back to a lack of depth in the requirements definition phase of the project. This phase answers the "what" question, namely, what are the business needs that will be supported by the NetSuite application. Later phases will answer, the question of "how" NetSuite will support the business needs.

The Analyze Phase also entails a preliminary exploration of the data migration requirements, identifying the data that will need to be migrated into NetSuite. The data sources are catalogued, then the specific NetSuite entities and transactions are identified and quantified. These requirements will also be addressed during the Configure Phase as a detailed data migration approach is developed.

Who's Involved With This Task?

Executive Sponsor

Business Process Owner

Administrator

Project Manager

Data Migration Specialist

Phase 3: Move To NetSuite

Move To NetSuite

This Phase consists of the following tasks:

1 Setup Your System

2 Test System

3 Create Training Schedule/Plan

During this Phase, the NetSuite application is configured and customized to meet the needs of the business.

In each area of the product, there are many settings that affect the behavior of a particular business process. These settings are reviewed and either left in their default setting or adjusted.

Who's Involved With This Task?

Business Process Owner

Administrator

Project Manager

Data Migration Specialist

Phase 4: Run Your Business

Run Your Business

This Phase consists of the following tasks:

1 Conduct End-User Training

2 Cutover Business Processes To NetSuite

The planning and preparation of the previous three phases all combine in this Phase. The business processes reviewed in the "Prepare Your Business for NetSuite" phase are moved to NetSuite; the application is moved into production status.

Test plans are executed at the application level and with the end users. After the test results are reviewed, a final date can be determined for cutting over to NetSuite.

Timing the training for End users on the relevant portions of the application is critical. If the training is delivered too far in advance of the implementation, end users may forget some key points. If the training is timed properly, however, the transition to the new application is likely to be greatly eased.

Who's Involved With This Task?

Business Process Owner

Administrator

Project Manager

Training Coordinator

End User

Phase 5: Learn From Experience

Run Your Business

This Phase consists of the following tasks:

1 Plan Ongoing Improvement

In this phase, the NetSuite application settles into production status as the implementation project is completed.

It is important to review the successes and challenges of the NetSuite implementation. Often, the entire NetSuite application is not installed in the initial project, so it is important to understand the improvements that can be made in subsequent projects. The follow-on project may be of a reduced scope, but the same principles of the NetSuite implementation process still apply. Namely, it is important to understand scope, document the business requirements against the out-of-the-box NetSuite business processes, and then move into configuration and customization.

For the NetSuite administrator, the project does not truly complete. Unresolved items often exist at the time of cutover. Additionally, there is always the opportunity to make enhancements or take advantage of new features.

Who's Involved With This Task?

Executive Sponsor

Business Process Owner

Administrator

Project Manager

End User