NetSuite Implementation Guide

Cloud ERP overview, unified platform concept, how it differs from legacy systems, Oracle relationship.

Partner network, SuiteCloud platform components overview, SuiteApp marketplace, implementation resources.

Starter, Standard, Premium, Enterprise editions. User types, module licensing, cost considerations.

Production, Sandbox, Development, Release Preview accounts — when and how to use each.

SuiteBuilder, SuiteFlow, SuiteScript, SuiteTalk, SuiteAnalytics — conceptual overview of customization options.

Waterfall vs. Agile vs. Hybrid approaches. When to use each, project governance structures, timeline planning.

Identifying decision makers, subject matter experts, change resistors. Building your project team.

Interview techniques, documentation standards, prioritization frameworks (MoSCoW), requirements traceability.

Current state vs. future state analysis. Process documentation, identifying pain points and opportunities.

Native vs. configuration vs. customization decisions. Build vs. buy analysis, SuiteApp evaluation.

Industry-specific requirements, common patterns, and key considerations for your vertical.

Account types, numbering schemes, multi-subsidiary considerations, mapping from legacy systems.

Subsidiaries, locations, departments, classes, custom segments — when to use what, reporting implications.

Customers vs. leads vs. prospects, contacts vs. sub-customers, vendor structure, partner relationships.

Item types selection, naming conventions, hierarchy design, pricing structure planning.

OTC, PTP, RTR mapping to NetSuite transactions. Process flow documentation.

Roles, permissions, restrictions, custom roles design. Principle of least privilege implementation.

Identifying integration points, middleware decisions, API strategy, data flow mapping.

Industry-specific design decisions and architectural patterns for your vertical.

Company information, preferences, features enablement, initial configuration checklist.

Accounting periods, fiscal calendars, accounting preferences, GL configuration.

Creating accounts, account types, account numbers, mapping from legacy COA.

Multi-subsidiary setup, intercompany transactions, elimination subsidiaries, location hierarchy.

Segment configuration, hierarchies, restrictions, reporting implications.

When to create custom segments, configuration options, performance considerations.

SuiteTax setup, nexuses, tax codes, tax schedules, exemptions.

Multi-currency setup, exchange rate providers, triangulation, revaluation.

Customer forms, stages, statuses, custom fields, credit management.

Vendor forms, payment terms, 1099 tracking, three-way matching setup.

Employee records, expense management, time tracking, supervisor hierarchies.

Contacts vs. sub-customers, contact roles, relationship mapping.

When to use partner records, commission tracking, competitor tracking.

Inventory, non-inventory, service, other charge, discount, payment, group, kit items.

Assembly items, bill of materials, phantom assemblies, revision control.

Parent/child relationships, item options, matrix setup and management.

Price levels, quantity pricing, customer-specific pricing, promotional pricing.

Industry-specific item configuration patterns and best practices.

How transactions flow, posting impacts, mainline concept, transaction numbering.

Opportunities → Estimates → Sales Orders → Fulfillment → Invoices → Payments. Complete cycle configuration.

Requisitions → Purchase Orders → Item Receipts → Vendor Bills → Payments. Three-way matching.

Journal entries, period close, reconciliation, financial statements generation.

Adjustments, transfers, inventory counts, bin management, lot/serial tracking.

Work orders, assembly builds, WIP accounting, routing, manufacturing workflows.

Project records, resource allocation, time entry, expense reports, project billing.

Revenue recognition rules, revenue plans, arrangements, allocation, amortization.

Support cases, issues, escalation rules, SLA tracking, knowledge base.

Industry-specific transaction flows and configuration patterns.

Standard vs. custom forms, when to customize, form assignment strategies.

Transaction and record entry forms, field placement, tab organization, screen layouts.

Field types, sourcing and filtering, validation, storage options, display types.

Custom sublists, parent-child relationships, related records configuration.

When to create custom records, architecture decisions, permissions, relationships.

Role-based centers, KPI configuration, portlets, dashboard customization.

Searches as portlets, inline editing, list views, KPI scorecard searches.

When to use native features vs. SuiteFlow vs. SuiteScript. Decision tree for automation approach.

Workflow concepts, states, transitions, actions, conditions, sublist actions.

Approval workflows, scheduled actions, email notifications, field updates.

Script types overview, use cases for each, governance concepts, deployment basics.

Validation scripts, automation scripts, integration patterns, scheduled processing.

SuiteApp marketplace, evaluating third-party solutions, bundle management.

Text Enhance, Prompt Studio, N/llm module, AI-powered automation.

Deep dive into SuiteFlow — comprehensive workflow training and examples.

Deep dive into SuiteScript — comprehensive scripting training and examples.

Multi-location inventory, bins, lot tracking, serial numbers, expiration dates.

Mobile RF scanning, picking strategies, wave management, put-away rules.

Work order management, routing, WIP accounting, shop floor control.

Employee management, payroll processing, time tracking, benefits administration.

Webstore concepts, catalog management, checkout flows, customer portals.

Project management, resource planning, project billing, profitability analysis.

EPM concepts, budget creation, forecasting, variance analysis.

Audit management, compliance tracking, documentation, regulatory requirements.

Search creation, filters, formulas, expressions, summarization, highlighting, scheduling.

Standard reports, customization, Financial Report Builder, report scheduling.

SuiteAnalytics Workbook, dataset creation, multi-dataset joins, pivot tables, visualizations.

Data warehouse concepts, dashboard creation, cross-subsidiary reporting.

ODBC/JDBC connections, SuiteQL queries, data extraction for BI tools.

Industry-specific KPIs, metrics, and reporting requirements.

Point-to-point vs. middleware, iPaaS options, integration patterns, error handling strategies.

SOAP web services, authentication, common operations, best practices.

REST API concepts, record operations, SuiteQL via REST, OAuth 2.0.

Custom REST endpoints, use cases, security considerations, deployment.

Import templates, field mapping, scheduling, error handling, best practices.

AI integration capabilities, MCP standard tools, use cases.

Salesforce, Shopify, Amazon, banking integrations, payment processors.

Digital invoicing standards, compliance requirements, configuration.

Planning approach, big bang vs. phased, historical data decisions, timeline planning.

Source system analysis, data quality evaluation, volume estimation, complexity assessment.

Deduplication strategies, standardization rules, enrichment, validation procedures.

Dependency mapping: Lists → Items → Entities → Open Transactions → Historical data.

Standard import templates, field mapping, data transformation, common pitfalls.

Iterative testing approach, validation procedures, performance testing, rollback planning.

Opening balances, inventory valuation methods, reconciliation, cutover timing.

Timeline creation, go/no-go criteria, rollback plans, communication strategy.

Test phases, environment setup, test case management, documentation standards.

CRP methodology, stakeholder involvement, iterative refinement, issue tracking.

End-to-end process testing, integration validation, data flow verification.

UAT planning, test scripts, user involvement, sign-off procedures, defect management.

Load testing, script optimization, governance monitoring, bottleneck identification.

Release preview testing, upgrade validation, customization compatibility.

Stakeholder communication, resistance handling, executive sponsorship, change champions.

Role-based training plans, materials development, train-the-trainer approach.

Delivery methods, scheduling, hands-on exercises, reinforcement techniques.

User guides, quick reference cards, video tutorials, knowledge base creation.

Post-go-live support structure, escalation paths, ongoing enablement.

Comprehensive checklist, timeline finalization, communication plan, team assignments.

Step-by-step cutover procedures, validation checkpoints, issue resolution.

Hypercare support, issue triage, escalation procedures, quick wins.

First week priorities, first month milestones, first close procedures.

Documentation handoff, lessons learned, knowledge transfer, project celebration.

Post-implementation roadmap, continuous improvement, optimization opportunities.