At this meeting, David Jarrell walks us through NetSuite customization options. Learn how to get the most out of NetSuite by customizing multiple aspects to fit your business needs.
- Fields
- Lists
- Records
- Tabs
- Centers
NetSuite Customization Do’s and Don’t’s
CUSTOM FIELDS
Do – use unique field script ids (goes for everything with an id)
Do – fill in the Description and Inline Help boxes
Do – use thoughtful field names (consider prefixes like “Matrix-“)
Don’t – make fields applicable to any more records than necessary
Don’t – check the Global Search box unless you really need to
Don’t – use a display type other than Normal unless you know what you’re doing and you’ve tested it. It will bite you.
Don’t – use Mandatory. Use Workflows for that instead. It will bite you.
CUSTOM LISTS
Do – use a naming scheme for your lists
Do – standardize your list values
CUSTOM RECORDS
Do – use when you need to approximately 3 or more pieces of data related to a specific record or record type
Do – use when you need to store information with a one-to-many relationship
Do – replace your Excel spreadsheets and Access databases with custom records
Do – use custom records to store information related to NetSuite data
Do – be careful with permissions to your record
Do – enable System Notes
Don’t – make frequent use of “Include Name Field”
Don’t – forget to customize the form for your record if UI access is allowed
Don’t – make frequent use of “Include Name Field”
Don’t – forget to customize the form for your record if UI access is allowed
CUSTOM CENTERS, TABS, CATEGORIES AND LINKS
Do – appreciate the amount of effort required for Custom Centers. User profiles and roles will have to be rebuilt.
Do – build one tab at a time and assign it only to yourself while building it.
Do – use tabs to post training content
Do – remember that Links don’t have to link to NetSuite – they can link outside of NetSuite too
Rocky Mountain NetSuite User Group 