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NetSuite Accounting Customization for Business Needs

Posted on 21/08/2024

A business professional makes sure about a game plan.

NetSuite is one of the best platforms to categorize various types of business activities; we all know that, and you must have seen how it has some limitations in a few areas.

Thankfully, you have the ability to make changes to your NetSuite program so that it caters more to what is unique and fitting for your business.

To enhance your experience and NetSuite, you should choose a straightforward way to overcome the harmful effects of things like customization.

This allows for adding more features and functionality to the software, thereby increasing its flexibility and strength.

No matter the scale of your business, small or large NetSuite customization can enable you to fully practice and exploit the features the software possesses.

Understanding NetSuite customization:

NetSuite can be customized by developers, administrators, and even average users to mold the software according to their business processes in different ways.

By customizing, you can tailor the system so it is a better fit for what your organization requires and works well with how you need to operate.

Customization overview:

With customization, you get flexibility and control over the software, making it easy for you to automate repetitive processes, remove bottlenecks, and optimize workflows, thus improving operational efficiency, productivity, and agility.

The customization of NetSuite benefits you in designing the fields, forms, processes, and reporting functions that work best for your business.

You can further streamline your business flows, keep data consistent, and ultimately increase productivity.

Types of customizations

NetSuite has various options for customization, including forms, fields, and records (with a focus on changing standard lists), establishing record types (also known as custom records), and implementing workflows and scripting.

  • Forms: styles and layouts of different forms, including sales orders, purchase orders, invoices, and quotations.
  • Fields: Add additional fields to NetSuite forms in order to request information unique to your operation.
  • Records: You can build custom records to store and organize your business data.

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NetSuite customization tools

There are multiple customization tools, including SuiteBuilder, which allows businesses to build an advance for both customers and partners.

SuiteBuilder: A visual, no-code way to configure the suite according to how each enterprise wants their system.

SuiteFlow is a workflow automation solution that allows companies to automate their procedures and workflows. SuiteScript is a JavaScript-based scripting language that allows you to extend and enhance NetSuite’s standard functionality.

SuiteCloud is a fully developed platform that delivers various cloud-based tools and facilities designed for you to customize your NetSuite.

APIs allow organizations to integrate NetSuite with other applications and systems.

Customization in NetSuite

These things can provide you with a smart UI to manage your company’s processes and reduce the latency of operations.

  • Customization of the Form

You can redesign and reshape the layout of forms in NetSuite. Optimizing procedures using form modification

Add new fields, change the labels of existing ones, set default values, or even build your own custom form to capture important data for your organization.

  • Record and Field Management

NetSuite provides a flexible architecture for dealing with all the records and fields bearing company-specific data.

You can also take advantage of record types and sublists to better organize and manage your data.

Scripting: This is useful for automating the process and making custom workflows to manage your data more easily.

  • Workflow automation

Use NetSuite’s Workflow Automation to run processes that save you time.

By leveraging custom processes, you can automate actions such as emails, record updates, and triggers.

This tool can also be used for more complex business processes such as order processing, invoicing, and inventory control.

More advanced customization strategies

If you require advanced NetSuite customization, there are various options offered to help customize the platform for your business.

There are two major focal areas to optimize:

  • Scripting and APIs

NetSuite (SuiteScript): NetSuite, being one of the best cloud ERPs on the market and also the world’s only cloud suite, allows customization through scripting using server-side JavaScript, which is a very important aspect for most businesses.

Generate automations, custom workflows, and forms with Suite Script. Suite Talk allows you to use SuiteScript in order to provide integration between NetSuite and third-party applications or external services.

Another way to tailor NetSuite is through APIs. There are so many NetSuite APIs that can interact programmatically with the platform.

You can use this REST API, for example, to create, read, or even update and delete existing NetSuite records. Using the SOAP more or less can do similar things.

  • Integration with external systems

This involves interaction with external systems, which is another vital part of NetSuite customization. NetSuite offers a range of tools and features designed to help your ERP integrate easily with other apps and systems, like Dell Boomi and MuleSoft.

  • You can also use the SuiteTalk API of NetSuite to communicate with other systems via SOAP or REST.
  • The limitations to consider in the integration are performance, efficiency, and infrastructure.
  • Overall, you may need to enhance your integration if it keeps affecting the performance of NetSuite.

Personalization, maintenance, and enhancement

If changes are made in NetSuite, some things that can be done to ensure these workarounds fit the business requirements include:

Below are some effective ideas for administering and boosting your NetSuite customizations.

Maintenance and updating on a regular basis

Periodically, the customizations you have made need to be maintained so that they continue to work as required and give your business the benefits it needs. This is where you are proactively hunting down and fixing any problems or issues that arise, along with optimizing your settings for better performance.

To maximize arch points, look at all the small changes you made and see where there is room for improvement: clean up workflows, delete unnecessary data or forms (which also increases productivity because people will spend less time searching! ), and try to automate some of the repetitive tasks.

And staying current with the newest NetSuite enhancements and releases is another excellent thing to do. This ensures your customizations will work with new features and abilities, and it also makes sure you are using the latest tools and resources around.

Training and support

By investing in NetSuite training and support, you are maximizing your chances.

Follow-up through training, workshops, and working with a specialist can help you easily find out which areas are falling short and get direction on best practices.

It is also important to have a variety of support mechanisms at your disposal, including a help desk and online forum functionality that can handle problem troubleshooting and provide assistance on how best to tune the customizations.

Although it may take a bit of time and some effort to keep your NetSuite modifications discoverable, scalable, and valuable, the ROI could be so much more than great.

You need them to increase your productivity, streamline operations, and stay ahead of the competition in your market.

Conclusion

The customization of a NetSuite can improve the functionality and productivity of your business.

You can build the perfect experience for yourself to make your operations run trouble-free and stressless with tools such as SuiteBuilder, SuiteFlow, or SuitScript.

Are you ready to obtain the most benefits from your NetSuite platform? 

Want to get a feel for how customizations are supposed to meet the specific business needs of your organization? Get in touch with Velan today! ‍

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Topics: Tech Tips

Pramod

Pramod

Manager

About the Author:

Pramod has over 11 years of experience relating to finance and accounts in diversified industries. He is an expert in resource and process optimization resulting in greater operational efficiencies.

Author can be reached at [email protected]

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