NetSuite Essentials OneWorld
Who Should Attend:
NetSuite Essentials OneWorld is designed for application administrators who are responsible for the setup, configuration, and maintenance of the NetSuite OneWorld application within their organization. Other groups that benefit from this course include business analysts, project team members, and business process owners.
Course Description:
To better ensure your success, NetSuite Essentials OneWorld is a targeted course for Administrators and anyone responsible for setting up NetSuite OneWorld. This 5-day course provides the critical information implementation teams need to make intelligent decisions before Go Live. By understanding core NetSuite OneWorld capabilities, how standard ERP and CRM business processes work in NetSuite, and implementation best practices, you can more accurately map your business requirements to the application and work with your implementation team to set up NetSuite OneWorld for your company.
OneWorld is NetSuite's solution to support a company that manages separate operating legal entities. Special attention is paid to setting up subsidiaries to match your organization's reporting structure and to enable consolidated reporting. Discussions include consolidated financial statements with foreign currency translation and aggregated reports.
Through a series of hands-on exercises, you practice key tasks associated with setting up and enabling preferences for CRM and ERP in NetSuite OneWorld, and in some cases, perform end-user tasks to better support their activities. Attendees are provided with a blank account in which to do their hands-on exercises. Using the blank account simulates the real-world experience of configuring a new NetSuite account. Course materials include a Student Guide, Exercises Book, and extended access to the same account you set up during the training class after the class concludes, enabling you to continue to work with the concepts and examples presented during the course.
Course Objectives:
- Describe the role and tasks of the NetSuite administrator
- Navigate the NetSuite application, use various search tools to find records in NetSuite
- Define your company setup and accounting preferences
- Describe how NetSuite characterizes, classifies and segments data
- Plan the migration of your company data into NetSuite using NetSuite migration tools
- Set up Users, Role-specific Dashboards, and apply Roles and Permissions to enable access and security of your company data
- Set up and enable preferences for Items and Pricing
- Set up and enable preferences for Purchasing and Accounts Payable and end-user tasks associated with these processes
- Set up and enable preferences for Accounts Receivable, identify standard Invoice to Payment business process flow, perform
- Banking and General Ledger end-user tasks and associated with these processes
- Set up and enable preferences for Sales Force Automation, Sales Lead to Quote business process flow
- Set up and enable preferences for Order Management, identify standard Quote to Order Process and Fulfillment business process flow
- Use SuiteBuilder to customize standard forms, create custom fields, records, and tabs
- Modify standard Reports, set up and use Saved Searches
- Set up and enable preferences for Support, identify standard Support flow, create online Case Forms, perform end-user tasks associated with these processes
- Set up and enable preferences for Marketing and Sales Campaigns, identify standard Marketing flow, create online Customer Forms, Marketing templates, perform end-user tasks associated with these processes
Duration: Five days
Price: $3,500 USD
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