NetSuite Functional Consultant (Part-time)

Job Summary

Required Qualifications

• •Deep knowledge across key NetSuite modules
• •Expertise in NetSuite item master setup
• •Understanding and correctly configuring item types (e.g., assembly, non-inventory, services, kit, group)
• •Proficiency in Bill of Materials (BOM) creation
• •Proficiency in BOM revisions
• •Linking BOMs to assembly items
• •Handling complex manufacturing concepts like phantom items and nested work orders
• •Ability to configure and manage inventory features such as lot numbering
• •Ability to configure and manage inventory features such as serialization
• •Ability to configure and manage inventory features such as unit of measure conversions
• •Ability to configure and manage inventory features such as reorder points
• •Ability to process inventory adjustments
• •Ability to process inventory transfers between locations
• •Detailed knowledge of vendor setup
• •Understanding of financial terms
• •Understanding of taxable status
• •Managing purchase order (PO) lifecycles through creation
• •Managing purchase order (PO) lifecycles through item receipt
• •Managing purchase order (PO) lifecycles through vendor billing (invoicing)
• •Managing purchase order (PO) lifecycles through approval workflows
• •Understanding three-way matching processes
• •Competence in managing the customer lifecycle from lead/prospect to customer status
• •Creating and modifying sales orders (SOs)
• •Managing pricing levels
• •Configuring billing schedules (especially for milestone/progress billing)
• •Fulfillment processing
• •Generating customer invoices
• •Setting up and maintaining the chart of accounts (COA) structure
• •Setting up and maintaining segment definitions (department, location, class)
• •Experience with period close processes
• •Making journal entries
• •Budgeting
• •Bank reconciliation using bank feeds
• •Ability to customize forms and transactions
• •Adjusting the PO form
• •Adding custom fields (e.g., for pack slip numbers or BOL)
• •Configuring approval workflows for POs and SOs based on monetary thresholds or roles
• •Familiarity with the data import process (often via CSV) for master data like customers, vendors, items, and fixed assets
• •Ability to organize data
• •Providing necessary templates (e.g., for trial balances, open transactions, or fixed assets)
• •Support post migration data validation
• •Specific skills in configuring electronic funds transfer (EFT) and ACH payment methods
• •Collecting and securing banking details
• •Linking GL accounts to bank feeds
• •Generating necessary bank files (like NACHA files)
• •Capability to customize and create robust reports and saved searches (database-like inquiries) for detailed project cost tracking
• •Capability to customize and create robust reports and saved searches (database-like inquiries) for income statements
• •Capability to customize and create robust reports and saved searches (database-like inquiries) for balance sheets
• •Capability to customize and create robust reports and saved searches (database-like inquiries) for budget versus actual analysis
• •Ability to design and implement custom transaction flows
• •Utilizing multiple $0-value sales orders to manage cost accumulation
• •Managing inventory transfer (relief from stock)
• •Work-In-Progress (WIP) accounting for outsourced manufacturing
• •Awareness of external system integrations, notably Salesforce (for pre-sales activities)
• •Awareness of external project management and scheduling software (P6)
• •Commitment to guide the client team through complex transactions
• •Ability to explain functionality
• •Conduct walkthroughs (CRPs)
• •Assist the team in preparing and executing UAT test cases