Customizations Setup

To support your business processes, you may need to add customizations to NetSuite before you go live. After your initial implementation of NetSuite, administrators need to keep providing technical and system support to users. You may need more configuration and integration as your organization's needs change.

Before you customize, identify what is unique about your business and what you need to support your processes. Then check if NetSuite already has that functionality. If a customization is required, choose the customization type that best fits your solution, consider how it will affect existing business processes, and plan to prototype and test it in a sandbox before deploying it to production.

Task	More Information
Plan and review before you build customizations to meet user needs. The SuiteCloud platform gives you several tools to adapt NetSuite for your organization: Customize the NetSuite UI and business logic with scripts or point-and-click options. Search and report on NetSuite data. Create custom roles so users only see the tasks and pages they need. Share your customizations with other accounts. Bring information from other systems into your NetSuite accounts.	SuiteCloud Platform Customization
Limit who can add customizations.	Permissions Documentation
Set up naming conventions for your customizations so users can find the right object.	Conventions for Naming Custom Objects
Custom fields: Suggested naming convention: _abbreviation_description. Use the Description field to explain why the field exists, who requested it, and any notes. Enter field level help in the Help field on the Display subtab to instruct users on what to enter.	Custom Fields
Custom forms: Use the standard forms in NetSuite as templates for custom forms that fit your business needs. For example, you may want to reorganize subtabs or rename fields to match your workflow. After you create custom forms, set them as your preferred forms. Specify a custom field as required on a specific custom form only if it's not always required.	Custom Forms Setting Validation and Defaulting Properties
Custom records: Create and save your custom record first, and then add fields. Test incrementally as you work with custom records and objects. Set permissions only when the record is ready to use. Decide on the access model, UI access, search visibility, numbering, and translations.	Custom Records Overview
Build functional tests to check your business processes in NetSuite.	Suggested Test Plan

Task

More Information

Plan and review before you build customizations to meet user needs. The SuiteCloud platform gives you several tools to adapt NetSuite for your organization:

Customize the NetSuite UI and business logic with scripts or point-and-click options.
Search and report on NetSuite data.
Create custom roles so users only see the tasks and pages they need.
Share your customizations with other accounts.
Bring information from other systems into your NetSuite accounts.

SuiteCloud Platform Customization

Limit who can add customizations.

Permissions Documentation

Set up naming conventions for your customizations so users can find the right object.

Conventions for Naming Custom Objects

Custom fields:

Suggested naming convention: _abbreviation_description.
Use the Description field to explain why the field exists, who requested it, and any notes.
Enter field level help in the Help field on the Display subtab to instruct users on what to enter.

Custom Fields

Custom forms:

Use the standard forms in NetSuite as templates for custom forms that fit your business needs. For example, you may want to reorganize subtabs or rename fields to match your workflow. After you create custom forms, set them as your preferred forms.
Specify a custom field as required on a specific custom form only if it's not always required.

Custom Forms

Setting Validation and Defaulting Properties

Custom records:

Create and save your custom record first, and then add fields.
Test incrementally as you work with custom records and objects.
Set permissions only when the record is ready to use.
Decide on the access model, UI access, search visibility, numbering, and translations.

Custom Records Overview

Build functional tests to check your business processes in NetSuite.

Suggested Test Plan

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