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NetSuite Administrator Fundamentals (English) Training Data Sheet

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Abdul-Rehman Khan
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158 views3 pages

NetSuite Administrator Fundamentals (English) Training Data Sheet

Uploaded by

Abdul-Rehman Khan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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NetSuite: Administrator Fundamentals

Course Description
Are you a newly hired administrator who needs to
Key Tasks
quickly learn how to manage an existing NetSuite
How do I:
account? Are you mostly self-taught in need of
• Customize NetSuite to better meet our needs?
refresher training on basic tasks?
• Set up and manage users?
Learn how to manage a NetSuite account like a • Give groups of users a common view of
pro! Become more proficient by gaining insight NetSuite and provide them with a common
into a “day in the life” of a NetSuite Administrator. landing page?
• How do I use administrator tools to facilitate
Administrator Fundamentals examines key
data migration into NetSuite from an
administrator tasks and responsibilities to provide
external source?
the foundational knowledge needed to tailor,
• Prepare for NetSuite upgrades and
maintain and optimize NetSuite for your users’
releases, secure our account, and extend
business needs. NetSuite capabilities?
The course begins with a high-level review of
NetSuite capabilities before turning to the daily
setup, configuration and customization tasks that Prerequisites
are part of an administrator’s core responsibilities. • Course participants should be familiar with
The course concludes by exploring best practices NetSuite navigation and features. To learn how
and techniques for ensuring the ongoing optimal to navigate NetSuite and perform common
use of your NetSuite system. tasks, view the Getting Started videos available
on SuiteAnswers.
Who Should Attend?
• New and experienced administrators who are
responsible for the day-to-day maintenance
and optimization of their organization’s
NetSuite account.

www.netsuite.com
Agenda
Through case study, use cases, hands-on
Related Courses
exercises and best practices discussions, you will
Take these courses for more training:
learn how to:
• SuiteCloud: Exploring the NetSuite Platform
• Effectively work in the administrator role and
complete key tasks. • SuiteAnalytics: Financial Reports and Searches
• SuiteFlow: Workflow Fundamentals
• Identify NetSuite capabilities and the general
database structure.

• Consider standard roles and permissions, and Day 1 Agenda


their relationship to data security. Beginning – Set baseline knowledge about the
Administrator tasks and NetSuite.
• Create custom elements to tailor the user
interface, control views and create new tables. • Administrator Role and Tasks: Review and
clarification of the administrator role and
• Modify and create custom roles to
key tasks.
enforce security.
• NetSuite Overview and Record Types: Examine
• Design and publish custom dashboards to user
the breadth of NetSuite capabilities and its
groups, leveraging the SuiteAnalytics solutions.
database structure that is based on record types.
• Import data and ensure data integrity in your
• NetSuite Roles and Permissions: Consider
NetSuite account.
the purpose of NetSuite standard roles and
• Identify resources to assist with upcoming permissions regarding data access and security.
NetSuite upgrades and releases.
Customizing – Learn to create custom elements
• Apply techniques for securing your data in the user interface, manage roles and create
and system. custom roles, and design custom dashboards.

• Expand NetSuite functionality by taking • Create Subtabs, Lists and Fields: Introduction to
advantage of SuiteApps. the SuiteCloud platform, and use SuiteBuilder to
create subtabs, lists and fields.
In key topic areas, attendees are also asked to use
homework assignments to research configuration • Create Custom Forms: Continue with
and customization in their production accounts SuiteBuilder to create custom forms to meet
to gain a deeper understanding of how their company requirements.
NetSuite account has been tailored and managed.
• Create Custom Records: Create custom records
to meet company requirements.

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• Create Custom Roles: Provide users with the
precise set of permissions to do their daily job.
SuiteAnswers
• Create Custom Dashboards: Design and publish Get answers to your support and training
dashboards to groups of users, which leverage related questions:
SuiteAnalytics solutions.
• Go to Videos to find related self-
Day 2 Agenda paced training.
Managing – Effectively manage the data in your • Take New Feature Previews to learn about the
NetSuite Account. This includes importing in data latest NetSuite release.
and ensuring the integrity of that data.

• Migrate Your Data: Introduce Import Assistant,


• Security: Consider best practices for ensuring
prepare data for import, file formatting
user, account and system security.
guidelines, data handling options, and migrating
customer, vendors and partners. • Migrate Your Data: Introduce Import Assistant,
prepare data for import, file formatting
• Data Integrity: Mass updates and duplicate guidelines, data handling options, and migrating
detection and merge. customer, vendors and partners.
Managing – Ongoing use and running of the • SuiteApps Resources: Provide resources and
account can include preparing for NetSuite tools to potentially enhance NetSuite capabilities
upgrades or releases, paying attention to security by using SuiteApps or bundles.
and consider extending NetSuite’s capabilities.

• Upgrade and New Release Preparation: Identify


the upgrade/new release process and related
administrator tasks.

NetSuite reserves the right to adjust the stated course content to reflect changes to the NetSuite application and to meet the expressed needs of
course attendees.

Features and functions covered in this course might not reflect those in your purchased NetSuite account.

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