SuiteBuilder at a Glance

SuiteBuilder at a Glance

We are going to take a brief look at a core part of NetSuite today. SuiteBuilder is a customisation tool used for creating components for any individual business process to be implemented in NetSuite. It helps set up NetSuite to control and make user interaction a smooth experience.

SuiteBuilder provides a GUI (graphical user interface) based options to create or edit different record types, transaction types, forms, form layouts, fields, custom segments and centres.

Three types of users primarily use the SuiteBuilder.

1. Administrators. Admins use the SuiteBuilder to create different transaction types or custom record types, customise forms or to create custom centres for another kind of roles based on the specific business requirement of their respective organisation.

2. IT Department. IT Department employees handle change requests like creating create custom fields, managing data in the system or scheduling batch processing jobs in the system.

3. Developers. Developers primarily work on SuiteScript or Suitetalk. Therefore, they need a good grip on SuiteBuilder components to implement their solutions inside NetSuite.

Customising NetSuite components

Access Information

This part deals with the user data access within NetSuite.

  • Role: Different set of permissions assigned to a NetSuite User. To create a custom role, navigate to Setup > Users/Roles > User Management > Manage Roles > New and set up the new Role. For example, a food processing company may need to add a new role for a processing engineer with a custom set of permissions.
  • Centre: Part of SuiteBuilder created for a specific group of roles with similar tasks. To create a custom centre, navigate to Customisation> Centres and Tabs > Centres > New and set up the new custom Centre based on your requirements. For example, in a food processing company, all the roles, i.e. Processing Staff, Floor Supervisor, Machine Mechanic which come under the food processing unit can be added to the Food Processing centre.
  • Centre tab: This component of SuiteBuilder groups related links and other information for a centre. Standard tabs include Home, Reports, Documents, Activities, and Setup. It includes categories of links to NetSuite pages, custom records, Suitelets, or external web pages. You can also create custom Centre Tabs by navigating to Customisation> Centres and Tabs > Centre Tabs > New.

Set up data

To implement NetSuite efficiently, use the following components to add your data.

  • Record: A single entry of information related to a unique business concept. Example: Customer or Vendor record.
  • Segment: A single entry of information associated with a single business concept. Example: A custom segment created for contract types.
  • Transaction: A single entry of information related to a unique business concept. Example: Invoice or Vendor Bill.
  • List: List of values that can be selected in a custom field. Example: List of cities in a state.
  • Template: A single entry of information related to a single business concept. Example: Advanced PDF Template configured for Purchase Order.

Collect and Display Data

Forms are used in NetSuite to provide an interface for the user to enter and see data. We can use the following components to create custom forms or customise existing forms.

  • Field: Place on a record or transaction where information is entered.
  • Subtab: Section of a record or transaction that groups similar fields.
  • Example: In the address subtab, the shipping and billing addresses are entered on transactions and records.
  • Sublist: The results of a saved search displayed on a custom or standard record. Sublists can also be generated through parent-child relationships.
  • Script: SuiteScript JavaScript file that runs against a specific form or record type or that creates a custom portlet. Scripts can also be scheduled to execute periodically.

If you would like help or advice for using the SuiteBuilder functionality in NetSuite, feel free to reach out to speak with one of our experts.

Need a specialist’s free advice?

Feel free to call an expert in NetSuite today.
Find out how cloud-based technology can support your business growth.

More tips on our LikedIn

Follow our company page on LinkedIn for more tips, how-tos, support and news from the Best-of-Class ERP software for the cloud. Keep posted with all things NetSuite.

Michael Dean

Michael Dean

Business Consultant

Read Michael’s articles in his LinkedIn profile and follow him for more tips and tricks on leveraging the power of Netsuite.

Need a NetSuite Health Check?

We are experts in helping existing NetSuite users to review their platform, identify risks and improvements, and assist with enhancements.

Are you having difficulties with your NetSuite implementation? Our team of local experts can evaluate your current development and configuration, advise you on remediations and provide solutions for ongoing improvements.

How Millennials are Changing the Field Service Industry

The Millennial generation or Generation Y includes those that are born between the 80s and 90s. They are a generation that grew up with mobile technology and the internet at their fingertips. This instant access to information has bred an inherent expectation that at...

The Benefits of Warehouse Pick, Pack and Ship Automation

Through a combination of hardware, such as RF devices, and software, such as NetSuite, smaller distributors are gaining a competitive advantage by investing in technology that is designed to streamline their warehouse operations. Australian wholesalers are fast...

Top KPIs that Every Wholesaler Should be Tracking Right Now

Wholesale distribution has emerged as one of the top performing industries in terms of cloud technology take up. This early adoption, when compared to other industries such as professional services or manufacturing has seen Australian wholesale distribution business...

Manufacturing Software in 2019. How MRP Platforms have Changed.

In the past decade the manufacturing industry in Australia has changed dramatically, and so has Manufacturing Software (also known as MRP software). Interestingly, the concept of Enterprise Resource Planning software was born in the manufacturing industry. In the late...

The Omni-Channel Retail Customer is Changing

In 2019, the average consumer has evolved into a multi-channel purchasing machine. As the traditional customer buying journey continues to grow, retailers and wholesalers need to consider opportunities to cater to a new, savvier buyer. The question is though, where...

How is Field Service Software Helping Businesses to Get Ahead 2019?

Since 2014, we have seen a steady increase in both new field service businesses coming to market, as well as strong growth in existing operations. What is even more interesting is the number of retailers, wholesale distributors and manufacturers who are looking it...
SuiteBundler: An Introduction

SuiteBundler: An Introduction

In today’s tip, we will take a look into how NetSuite SuiteBundler works and the significance of this tool in the NetSuite ecosystem. SuiteBundler allows the user to package a group of NetSuite objects for installing in other NetSuite accounts. These packages are also called bundles/SuiteApps.

A bundle can include customisation designed by an internal developer to be installed in the company’s production account, or it can also add a feature generated by an independent developer or firm that addresses a unique need for specific business processes. The bundles are available through the NetSuite Bundle repository, as well as third-party developers.

For example, if a company is planning to implement a new business process in their NetSuite account, the best step is to set up the process in the Sandbox account to minimise the risk of complications arising out of the new process implementation and address the complexities in the Sandbox account. After successful testing of the process, it can be bundled and deployed to the production environment.

The three NetSuite bundle modes.

1. Public: These types of bundles are available to all NetSuite accounts, and all of the users can access them.

2. Private: These types of bundles are shared among a specified set of target NetSuite accounts, and only the account administrators can access them.

3. Shared: These types of bundles are shared to a specific set of NetSuite Accounts listed in the ‘Shared Account IDs’ field.

Two types of bundles available in NetSuite.

1. Customisation Bundle.

  • This type of bundle is used to implement customised processes in the NetSuite application using custom objects.
  • Customisation bundles include objects like custom forms, SuiteScripts etc.
  • Preferences can be set for some objects to ensure proper setup in the target account.
  • Some of the objects in the bundles can be locked to prevent the users from making any undesired changes to the objects and mess up the process.
  • During the bundle installation or update, conflicts between the bundle objects and the target account objects are identified and changed according to the user’s choice.
  • Bundle Installation SuiteScript can be used with these types of bundles to perform particular tasks during the bundle installation, update or uninstall.

For example:
A business process involving a new custom record type, SuiteScripts and custom forms to be implemented in the production environment.

2. Configuration Bundle.

  • This type of bundle is used for setup entries and preference settings.
    Configuration bundles can include settings for company preferences, enabled features etc.
  • Using these types of bundle simplifies the process of NetSuite account configuration.
  • These types of bundles cannot have locked objects.
  • Configuration bundles cannot be uninstalled from an account or made public.

NetSuite account administrators can install bundles that have been shared with their accounts or made public. Users can install a bundle directly from another NetSuite account if they have the account ID. They can also install a bundle from the repository if it has been copied there and they have access to install it.

NetSuite users can search for a bundle across all locations, including production accounts, sandbox accounts, and the repository. They also have options to filter a bundle search to a specific location or search based on keywords or based on different bundle characteristics such as Availability, Account ID, Product, Vertical, and Language.

To create a bundle, NetSuite provides a Bundle Builder assistant. This assistant is divided into different steps, and these steps collect all the information required to build the bundle. NetSuite account administrators and other users can use the Bundle Builder to create bundles if the Bundle Builder feature and SuiteApp Marketplace permission is enabled. In the Bundle Builder, users define bundle properties and select objects to be included.

Navigate to: Customisation > SuiteBundler > Create bundle to create a bundle.

We’ll discuss more on how to create and install bundles in upcoming Tips.

Need a NetSuite Health Check?

We are experts in helping existing NetSuite users to review their platform, identify risks and improvements, and assist with enhancements.

Are you having difficulties with your NetSuite implementation? Our team of local experts can evaluate your current development and configuration, advise you on remediations and provide solutions for ongoing improvements.

More tips on our LikedIn

Follow our company page on LinkedIn for more tips, how-tos, support and news from the Best-of-Class ERP software for the cloud. Keep posted with all things NetSuite.

Michael Dean

Michael Dean

Business Consultant

Read more post from Michael in his LinkedIn profile, follow him for more tips and tricks on leveraging the power of Netsuite.

Need a specialist’s free advice?

Feel free to call an expert in NetSuite today.
Find out how cloud-based technology can support your business growth.

How Millennials are Changing the Field Service Industry

The Millennial generation or Generation Y includes those that are born between the 80s and 90s. They are a generation that grew up with mobile technology and the internet at their fingertips. This instant access to information has bred an inherent expectation that at...

The Benefits of Warehouse Pick, Pack and Ship Automation

Through a combination of hardware, such as RF devices, and software, such as NetSuite, smaller distributors are gaining a competitive advantage by investing in technology that is designed to streamline their warehouse operations. Australian wholesalers are fast...

Top KPIs that Every Wholesaler Should be Tracking Right Now

Wholesale distribution has emerged as one of the top performing industries in terms of cloud technology take up. This early adoption, when compared to other industries such as professional services or manufacturing has seen Australian wholesale distribution business...

Manufacturing Software in 2019. How MRP Platforms have Changed.

In the past decade the manufacturing industry in Australia has changed dramatically, and so has Manufacturing Software (also known as MRP software). Interestingly, the concept of Enterprise Resource Planning software was born in the manufacturing industry. In the late...

The Omni-Channel Retail Customer is Changing

In 2019, the average consumer has evolved into a multi-channel purchasing machine. As the traditional customer buying journey continues to grow, retailers and wholesalers need to consider opportunities to cater to a new, savvier buyer. The question is though, where...

How is Field Service Software Helping Businesses to Get Ahead 2019?

Since 2014, we have seen a steady increase in both new field service businesses coming to market, as well as strong growth in existing operations. What is even more interesting is the number of retailers, wholesale distributors and manufacturers who are looking it...
NetSuite Portlets 101 – Part II

NetSuite Portlets 101 – Part II

In our last tip, we reviewed NetSuite portlets, visual plug-ins that can be added and arranged on dashboards to highlight specific information. They are perfect to have a quick snapshot of the business.

In this second part of the tip article, we will examine a number of Portlets that can be used in different dashboards across NetSuite. These Portlets are commonly configured in the Home Dashboard, but many of these are also available in the customer dashboard, vendor dashboard and any other work centre in the platform.

This is the second part of our NetSuite Portlets 101 Tip. Click on the link below to read the first part:

Custom Portlet

This type of portlet is generally used for showing the output from the selected portlet script. The outputs can be lists, data entry forms, free-form HTML, or links to external data.

To configure a portlet script for a custom portlet, go to the set-up screen of this portlet and select the portlet script. Two examples of custom portlets are the Dashboard Tiles and Subsidiary Navigator. Since December 2018, these SuiteSolutions are now free, so NetSuite customers should make the most of it help streamline their work and use of the dashboards.

Quick Search

This portlet type is commonly used for searching for records of the selected record type. It shows a form where a keyword can be entered for the chosen filter field, and the relevant records are found based on the keyword.

Quick Add

A NetSuite user will use this portlet to create a record of selected record type by entering data in the form showed in the portlet. The commonly used records are advised to be used in this portlet to make the business process efficient. If you are adding a lot of records to NetSuite on the fly, it’s worth making this portlet front and centre in your home dashboard.

Reminders

The reminders portlet can be configured to show you anything in the system that can be built into a saved search. This portlet has a lot of prebuilt reminders, but if you want any additional reminders, it is as simple as creating the search and ticking the “available for reminders” box on the search set up.

Need to know everyone who hasn’t been contacted in the last 7 days whose outstanding AR balance is over $5,000? No problem! Build the search and add it to your reminders list.

Recent Records

Now this one doesn’t make the sale’s highlights, but it sure is useful. This portlet will display a list of the most recent transactions, records, reports or searches you have previously interacted. Great for when you forget to add some information, or need to revisit a record you have recently been working.

Tasks and Phone Calls

Another great portlet for increasing your productivity is the task and phone call portlet. You can have a live stream of all assigned tasks, phone calls and activities that you have planned, or coming up. You can also see what your team is working on as well as their progress and updates.

Suscribe to Klugo Insiders.

You might have noticed that some of these portlets look different to the NetSuite user interface. That is because in NetSuite 2019.1 Release we are seeing a massive update to UI, Portlets and reporting functionality. If you are interested in finding out more about NetSuite 2019.1 release, then subscribe to Klugo Insiders to receive early updates, webinar invites and NetSuite hints and tips straight in your inbox.

Come back next week for more tips and How-To’s in NetSuite.

Need a NetSuite Health Check?

We are experts in helping existing NetSuite users to review their platform, identify risks and improvements, and assist with enhancements.

Are you having difficulties with your NetSuite implementation? Our team of local experts can evaluate your current development and configuration, advise you on remediations and provide solutions for ongoing improvements.

More tips on our LikedIn

Follow our company page on LinkedIn for more tips, how-tos, support and news from the Best-in-Class ERP software for the cloud. Keep posted with all things NetSuite.

Michael Dean

Michael Dean

Business Consultant

Read more posts and articles from Michael in his LinkedIn profile. Follow him for tips and tricks on leveraging the power of NetSuite.

Need a specialist’s free advice?

Feel free to call an expert in NetSuite today.
Find out how cloud-based technology can support your business growth.

How Millennials are Changing the Field Service Industry

The Millennial generation or Generation Y includes those that are born between the 80s and 90s. They are a generation that grew up with mobile technology and the internet at their fingertips. This instant access to information has bred an inherent expectation that at...

The Benefits of Warehouse Pick, Pack and Ship Automation

Through a combination of hardware, such as RF devices, and software, such as NetSuite, smaller distributors are gaining a competitive advantage by investing in technology that is designed to streamline their warehouse operations. Australian wholesalers are fast...

Top KPIs that Every Wholesaler Should be Tracking Right Now

Wholesale distribution has emerged as one of the top performing industries in terms of cloud technology take up. This early adoption, when compared to other industries such as professional services or manufacturing has seen Australian wholesale distribution business...

Manufacturing Software in 2019. How MRP Platforms have Changed.

In the past decade the manufacturing industry in Australia has changed dramatically, and so has Manufacturing Software (also known as MRP software). Interestingly, the concept of Enterprise Resource Planning software was born in the manufacturing industry. In the late...

The Omni-Channel Retail Customer is Changing

In 2019, the average consumer has evolved into a multi-channel purchasing machine. As the traditional customer buying journey continues to grow, retailers and wholesalers need to consider opportunities to cater to a new, savvier buyer. The question is though, where...

How is Field Service Software Helping Businesses to Get Ahead 2019?

Since 2014, we have seen a steady increase in both new field service businesses coming to market, as well as strong growth in existing operations. What is even more interesting is the number of retailers, wholesale distributors and manufacturers who are looking it...
NetSuite Portlets 101 – Part I

NetSuite Portlets 101 – Part I

A portlet is essentially a visual plug-in that you can add and arrange on NetSuite dashboard to highlight specific information. It gives a snapshot of the business, and there are a plethora of portlets options in NetSuite that allow tailoring and improving your day to day experience.

In this article, we will dive into the different types of Portlets used for different dashboards in NetSuite. We will primarily discuss Portlets which are used in the Home Dashboard, but many of these are also available in the customer dashboard, vendor dashboard and any other work centre in the system.

What is a NetSuite Dashboard?

A dashboard is a page which provides a visual representation of accurate real-time data that gives users better visibility about different processes inside NetSuite. The data displayed in the dashboard is based on the role of the user viewing the page. This view will help the users to make efficient decisions and edit records based on the information displayed on their personalised dashboard. There are different types of Dashboards present in NetSuite, like the Home Dashboard, the Project Dashboard etc.

Different Types of NetSuite Portlets.

Dashboard content can be displayed in various types of Portlets based on the user’s requirement. Some portlets provide access to raw data, and other portlets display data that have been transformed into different types of business metrics, i.e. Key Performance Indicators (KPI), Trend Cards, Performance Scorecards, chart-based workbooks and report snapshots.

For each Dashboard page, NetSuite provides a default set of portlets to be displayed on the page. The Administrators have the freedom to change the look and content of the dashboard as per their organisation’s requirements. This personalisation can also be applied to a group of users, e.g. Accounting role or Finance role etc. The Administrator can also give access to users to modify their own dashboard as per their daily needs.

Let’s talk about different types of commonly used portlets in detail.

Lists and Saved Searches

This type of portlet is used to show a list of records of the selected record type. When the user adds a new List type portlet, they have to configure it in the set-up option. The user can choose the record type, number of results that they need displayed and whether they want to allow in-line editing for the records in the result page.

One of the most powerful features of NetSuite is that these dashboard lists are also directly editable through in-line searching. That means you can update the record straight from your dashboard, without having to go into the record, edit and save.

When used right, this saves NetSuite users HOURS every week.

Calendar

NetSuite lets users publish their calendar to their desktop so they can manage their phone calls, events and tasks quickly, and give visibility of their activities to the rest of the business. NetSuite calendars can also be integrated into Gmail and Outlook, which will synchronise the data between the two and keep everything up to date.

With this portlet, users can display activities for a particular period, and see their activities in different views, i.e. Daily, Weekly, Monthly or Agenda. The list of activities includes events, phone calls or task. By default, seven activity records are displayed, and we can change it as per the requirements.

Custom Search

We can display the results of a saved search using this portlet. In the set-up option of this portlet, the user can configure the search whose results are to be displayed, the portlet title, no. of results, allowing in-line editing etc.

Key Performance Indicators

This type of portlet is used to display raw data as a quick view of Key Business Metrics. These metrics are summarised data from reports or saved searches within the selected date range. It also has the functionality to show the comparison between date ranges and highlight results if targets are not met.

A maximum of four KPIs is allowed to be defined as headlines. The rest of the KPIs are listed in the lower panel.

KPIs can be minimised as per their usability.

There are three types of dashboards portlets that display Key Performance Indicators:

Key Performance Indicators portlet. Displays summary line for each selected portlet.

KPI Meter portlet. Visual Representation of KPI data in a semi-circular meter showing a comparison between date ranges.

Trend Graphs portlet. Displays the differences in data for different time intervals for multiple KPIs in a single chart.

KPI Scorecard Portlet

KPI Scorecards display a performance scorecard which includes numerous types of comparisons between various KPIs over different date ranges or accounting periods.

Suscribe to Klugo Insiders.

You might have noticed that some of these portlets look different to the NetSuite user interface. That is because in NetSuite 2019.1 Release we are seeing a massive update to UI, Portlets and reporting functionality. If you are interested in finding out more about NetSuite 2019.1 release, then subscribe to Klugo Insiders to receive early updates, webinar invites and NetSuite hints and tips straight in your inbox.

If you enjoyed this tip, come back next week for part two of our NetSuite Portlets 101.

 

Need a NetSuite Health Check?

We are experts in helping existing NetSuite users to review their platform, identify risks and improvements, and assist with enhancements.

Are you having difficulties with your NetSuite implementation? Our team of local experts can evaluate your current development and configuration, advise you on remediations and provide solutions for ongoing improvements.

More tips on our LikedIn

Follow our company page on LinkedIn for more tips, how-tos, support and news from the Best-in-Class ERP software for the cloud. Keep posted with all things NetSuite.

Michael Dean

Michael Dean

Business Consultant

Read more posts and articles from Michael in his LinkedIn profile. Follow him for tips and tricks on leveraging the power of NetSuite.

Need a specialist’s free advice?

Feel free to call an expert in NetSuite today.
Find out how cloud-based technology can support your business growth.

How Millennials are Changing the Field Service Industry

The Millennial generation or Generation Y includes those that are born between the 80s and 90s. They are a generation that grew up with mobile technology and the internet at their fingertips. This instant access to information has bred an inherent expectation that at...

The Benefits of Warehouse Pick, Pack and Ship Automation

Through a combination of hardware, such as RF devices, and software, such as NetSuite, smaller distributors are gaining a competitive advantage by investing in technology that is designed to streamline their warehouse operations. Australian wholesalers are fast...

Top KPIs that Every Wholesaler Should be Tracking Right Now

Wholesale distribution has emerged as one of the top performing industries in terms of cloud technology take up. This early adoption, when compared to other industries such as professional services or manufacturing has seen Australian wholesale distribution business...

Manufacturing Software in 2019. How MRP Platforms have Changed.

In the past decade the manufacturing industry in Australia has changed dramatically, and so has Manufacturing Software (also known as MRP software). Interestingly, the concept of Enterprise Resource Planning software was born in the manufacturing industry. In the late...

The Omni-Channel Retail Customer is Changing

In 2019, the average consumer has evolved into a multi-channel purchasing machine. As the traditional customer buying journey continues to grow, retailers and wholesalers need to consider opportunities to cater to a new, savvier buyer. The question is though, where...

How is Field Service Software Helping Businesses to Get Ahead 2019?

Since 2014, we have seen a steady increase in both new field service businesses coming to market, as well as strong growth in existing operations. What is even more interesting is the number of retailers, wholesale distributors and manufacturers who are looking it...
Drilling into NetSuite Custom Fields

Drilling into NetSuite Custom Fields

Custom fields in NetSuite are an essential part of every module. Custom fields are those created manually by users based on their businesses requirements. All standard or customised records can have custom fields.

This is particularly useful during implementation and after go-live, as NetSuite users have the ability to continually grow and adapt the system to meet the continually evolving needs of their organisation.

Creating a Custom Field in NetSuite

To create a custom field, navigate to Customization > Lists, Records, & Fields > Find the type of Record you want to create the custom field on > New

There can be two types of custom fields in a transaction record:

  • Body fields
  • Line level fields

You are always advised to provide relevant Field Name, ID and Description while creating the custom field. It helps other business users get a clear idea about the functionality and purpose of the respective custom field.

Custom fields are divided into different types based on the data stored in them. Some commonly used custom field types are:

  • Checkbox. A simple tick box that is essentially saying something is either True or False.
  • Currency. A Field that records a dollar value.
  • Date. A date field that is formatted to your country’s date format.
  • Email Address. Ensures email addresses into the system have correct structure and syntax.
  • Free-Form Text. An open text field that allows entry of any alphanumeric characters.
  • Hyperlink. And active hyperlink to another URL.
  • Inline HTML. Allows for entry of text that can be formatted with HTML.
  • Integer Number. Allows the entry of a standard numeric character.
  • List/ Record. Displays Records contained within a specific list in other areas of the NetSuite system.
  • Multiple Select. Allows for multiple options to be selected from a predefined list.
  • Phone Number. Ensures phone numbers entered into the system are done so in a consistent manner in line with local country standards.
  • Text Area. Allows entry of text into a field that is expected to be short. (Less than 255 Characters)

You can select the data type of the custom field that you want to use based on the data you are planning to store in that field.

There is also an option to store the value in the custom field by checking the ‘Store Value’ checkbox and vice versa. This option is checked by default while creating a custom record. If this option is unchecked, then the value in the field is not stored which means that it can have dynamic values.

To show the field in the records list, we have to check the ‘Show in List’ checkbox.

The user can also search for related records to this field globally with the field value. To enable this option, they have to check the ‘Global Search’ checkbox. If this field is greyed out then check the ‘Store Value’ checkbox.

Applies To Tab

In the next step, the user has to select the record they want the custom field to be applied to from the list of records displayed in the ‘Applies to’ tab. The list of records differs for each type of custom field.

Display Tab

In the ‘Display’ tab, the user can configure the field to show it in a particular Subtab. The user can also select the Display Type for this field based on the business process. It is also advised that a meaningful detail is captured for the field in the ‘Help’ field to help the users interacting with this field get a better idea of its intended contents.

Validation and Defaulting Tab

In the ‘Validation & Defaulting’ tab, a field can be made mandatory by checking the ‘Mandatory’ checkbox. This is also possible by checking the mandatory checkbox in the Custom Form column as discussed in this previous post. We can also enable spelling check for the entered field data by checking the ‘Check Spelling’ checkbox.

There is an option to assign a default value for this custom field. We can add a value or a formula in the ‘Default Value’ field to assign a default value for this custom field. Please note that if you are adding a formula, it is advised to check the ‘Formula’ checkbox on the right. We can also add search results in the custom field. More about this on the upcoming articles.

Sourcing and Filtering Tab

We will move to the ‘Sourcing & Filtering’ tab. In this tab we can choose the Source List and field to source specific data for the custom field.

Access Tab

In the ‘Access’ tab, the default permissions for accessing and searching the custom field data is defined. These permissions can be Edit, View or None. This is where an administrator is able to decide who in the organisation can see or edit the information in the field, or whether or not they can see it at all.

Finally, when we are about to save the field, we can choose the option ‘Save & Apply to Forms’ to select the forms we want the custom field being applied to.

A word of caution!

Whilst adding fields to forms and transaction records in NetSuite is very simple to do, any business planning on using this functionality should have an internal policy on how new fields are proposed, implemented and rolled out across the business.

 

In our experience, there should be a single resource within the business who has the responsibility of maintaining all custom fields in your NetSuite system along with completing in the documentation that is required to track and manage all business-use cases.

At Klugo, we also provide a complete range NetSuite administrative and managed service offering and provide our customers with the peace of mind that’s they are collaborating within NetSuite expert to ensure the best use of NetSuite and paying attention to the bigger picture.

Need a NetSuite Health Check?

We are experts in helping existing NetSuite users to review their platform, identify risks and improvements, and assist with enhancements.

Are you having difficulties with your NetSuite implementation? Our team of local experts can evaluate your current development and configuration, advise you on remediations and provide solutions for ongoing improvements.

More tips on our LikedIn

Follow our company page on LinkedIn for more tips, how-to’s, support and news from the Best-in-Class ERP software for the cloud. Keep posted with all things NetSuite.

Michael Dean

Michael Dean

Business Consultant

Read more posts from Michael and follow him for more tips and tricks on leveraging the power of NetSuite.

Need a specialist’s free advice?

Feel free to call an expert in NetSuite today.
Find out how cloud-based technology can support your business growth.

How Millennials are Changing the Field Service Industry

The Millennial generation or Generation Y includes those that are born between the 80s and 90s. They are a generation that grew up with mobile technology and the internet at their fingertips. This instant access to information has bred an inherent expectation that at...

The Benefits of Warehouse Pick, Pack and Ship Automation

Through a combination of hardware, such as RF devices, and software, such as NetSuite, smaller distributors are gaining a competitive advantage by investing in technology that is designed to streamline their warehouse operations. Australian wholesalers are fast...

Top KPIs that Every Wholesaler Should be Tracking Right Now

Wholesale distribution has emerged as one of the top performing industries in terms of cloud technology take up. This early adoption, when compared to other industries such as professional services or manufacturing has seen Australian wholesale distribution business...

Manufacturing Software in 2019. How MRP Platforms have Changed.

In the past decade the manufacturing industry in Australia has changed dramatically, and so has Manufacturing Software (also known as MRP software). Interestingly, the concept of Enterprise Resource Planning software was born in the manufacturing industry. In the late...

The Omni-Channel Retail Customer is Changing

In 2019, the average consumer has evolved into a multi-channel purchasing machine. As the traditional customer buying journey continues to grow, retailers and wholesalers need to consider opportunities to cater to a new, savvier buyer. The question is though, where...

How is Field Service Software Helping Businesses to Get Ahead 2019?

Since 2014, we have seen a steady increase in both new field service businesses coming to market, as well as strong growth in existing operations. What is even more interesting is the number of retailers, wholesale distributors and manufacturers who are looking it...

Enabling Inline Editing Feature in NetSuite

Enabling Inline Editing Feature in NetSuite

Inline Editing feature can help saving Accountant’s and Sales Rep’s time by allowing them to quickly update records within a saved search portal.

Henry Sack, Klugo’s Solutions Consultant writes the next tip to do activate inline editing in NetSuite, a feature that rarely makes it into the sales or accounting team’s highlights.

Enabling this feature

Setup > Company > Enable Features > Company sub-tab > Data Management > Inline Editing

Once enabling this feature, all custom records will by default have the “Enable Inline Editing” marked as true. Administrators will still have the permission to override the preference.

Additional Requirements

  • User must have the permission to edit the record.
  • User must have the permission to edit that intended field.
  • The record must have Inline Editing enabled on the record form.
  • The field must be visible in the particular record form.
  • The field Display Type should be set to Normal in the form.
  • The Saved Search must have Inline Editing enabled.

Steps to Inline Edit

1. Create a Search Search that display’s the fields in which you wish to Inline Edit.

2. Save and Run the saved search, making sure the Edit button is checked green. This will add the pencil image to fields that are editable with Inline.

3. Click on the field that you wish to update. Once the value has been updated, press enter to lock in the change.

The inline edit tool is also a useful way to delete records in bulk when the user has the necessary permission. TO do so, select the range of records that you wish to delete by clicking on the top cell, then while holding the shift key, click on the last cell to group the range of records.

This feature is also available on saved searches that are published to dashboards

Keeping forecasts updated has never been easier. Sales Reps, for example, can have all their information displayed on their dashboard and not have to open the record to update it. This saves having multiple-tabs open and finding the field to edit. 

More tips and tricks coming, keep up to date following Henry and Klugo’s LinkedIn pages.

Need a NetSuite Health Check?

We are experts in helping existing NetSuite users to review their platform, identify risks and improvements, and assist with enhancements.

Are you having difficulties with your NetSuite implementation? Our team of local experts can evaluate your current development and configuration, advise you on remediations and provide solutions for ongoing improvements.

More tips on our LikedIn

Follow our company page on LinkedIn for more tips, how-to’s, support and news from the Best-in-Class ERP software for the cloud. Keep posted with all things NetSuite.

Henry Sack

Henry Sack

Solutions Consultant

Read here Henry’s original post and follow him for more tips and tricks on leveraging the power of NetSuite.

Need a specialist’s free advice?

Feel free to call an expert in NetSuite today.
Find out how cloud-based technology can support your business growth.

How Millennials are Changing the Field Service Industry

The Millennial generation or Generation Y includes those that are born between the 80s and 90s. They are a generation that grew up with mobile technology and the internet at their fingertips. This instant access to information has bred an inherent expectation that at...

The Benefits of Warehouse Pick, Pack and Ship Automation

Through a combination of hardware, such as RF devices, and software, such as NetSuite, smaller distributors are gaining a competitive advantage by investing in technology that is designed to streamline their warehouse operations. Australian wholesalers are fast...

Top KPIs that Every Wholesaler Should be Tracking Right Now

Wholesale distribution has emerged as one of the top performing industries in terms of cloud technology take up. This early adoption, when compared to other industries such as professional services or manufacturing has seen Australian wholesale distribution business...

Manufacturing Software in 2019. How MRP Platforms have Changed.

In the past decade the manufacturing industry in Australia has changed dramatically, and so has Manufacturing Software (also known as MRP software). Interestingly, the concept of Enterprise Resource Planning software was born in the manufacturing industry. In the late...

The Omni-Channel Retail Customer is Changing

In 2019, the average consumer has evolved into a multi-channel purchasing machine. As the traditional customer buying journey continues to grow, retailers and wholesalers need to consider opportunities to cater to a new, savvier buyer. The question is though, where...

How is Field Service Software Helping Businesses to Get Ahead 2019?

Since 2014, we have seen a steady increase in both new field service businesses coming to market, as well as strong growth in existing operations. What is even more interesting is the number of retailers, wholesale distributors and manufacturers who are looking it...