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.

Order types, pricing configuration, inventory commitment, approval workflows, credit management.

Invoice creation, billing schedules, progress billing, consolidated invoicing, invoice delivery and automation.

PO creation, approval workflows, drop ship, special orders, blanket POs, vendor management.

Bill entry, three-way matching, payment processing, payment runs, vendor credits.

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

Manual journals, recurring entries, statistical journals, intercompany journals, reversing entries.

Customer returns, RMAs, credit memo creation, refund processing, return authorization workflows.

Customer deposits, vendor prepayments, deposit applications, prepayment tracking.

Intercompany sales/purchases, elimination entries, transfer pricing, cross-subsidiary workflows.

Month-end close, accruals, deferrals, revaluation, reconciliation, period locking.

Custom transaction forms, layout and tabs, field configuration, form assignment.

Customer, vendor, employee forms, field placement, tab organization.

Sublist configuration, line-level fields, custom columns, filtering.

Search-driven forms, dynamic sublists, inline editing, KPI data.

Advanced PDF/HTML templates, BFO syntax, conditional logic, custom layouts.

Transaction emails, marketing templates, merge fields, conditional content.

Role-based dashboards, KPI portlets, custom portlets, dashboard publishing.

API versions, script types, governance model, when to use code vs. configuration.

beforeLoad, beforeSubmit, afterSubmit entry points and use cases.

Browser-side validation, field changes, page initialization, line-level events.

Time-based execution, batch processing, scheduled integrations.

Parallel processing for large data sets, getInputData, map, reduce, summarize.

Custom UI pages, REST API endpoints, external integrations.

SuiteFlow basics, states, transitions, actions, conditions, approval workflows.

Sublist actions, scheduled actions, custom action scripts, best practices.

No-code automation with formula fields, conditional logic, calculated values.

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.

Configuration validation, script testing, workflow testing, formula verification.

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.