One of NetSuiteās biggest advantages is its flexibility. Every business has unique processes, and NetSuite can adapt to them. But when you hear people talk about ācustomizingā NetSuite, itās important to understand the difference between configuration and customization.
Both are ways to tailor NetSuite, but they work differently. In this blog, weāll explain the difference and show you when to use each.
āļø What is Configuration in NetSuite?
Configuration means making changes to NetSuite using built-in toolsāwithout writing any code.
Examples of Configuration:
- Adding or hiding fields on forms
- Changing page layouts
- Setting role-based permissions
- Creating workflows with SuiteFlow
- Building dashboards with KPIs and saved searches
š Key Point: Configuration uses NetSuiteās standard features. Itās quick, low risk, and upgrade-safe.
š ļø What is Customization in NetSuite?
Customization goes deeper and often requires code (SuiteScript) to extend NetSuiteās functionality beyond its standard setup.
Examples of Customization:
- Writing SuiteScript to automate complex processes
- Building custom records for unique data tracking
- Designing advanced PDF templates for invoices
- Creating custom integrations with external systems
- Using plugins for advanced accounting or tax logic
š Key Point: Customization is more powerful but requires technical skills and testing.
š Configuration vs. Customization: A Comparison
Feature | Configuration āļø | Customization š ļø |
---|---|---|
Complexity | Low | Medium to High |
Requires Coding? | No | Yes (SuiteScript, APIs) |
Time to Implement | Quick | Longer |
Upgrade-Safe | Always | Must be tested |
Examples | Workflows, fields, forms | Scripts, integrations, plugins |
ā” When Should You Configure vs. Customize?
- Use Configuration when:
- The feature already exists in NetSuite
- You just need to adjust layouts, roles, or approvals
- You want quick changes without risk
- Use Customization when:
- Business requirements go beyond standard features
- You need automation or integration with other systems
- You want unique functionality (e.g., custom GL logic)
ā Final Thoughts
Both configuration and customization are essential for making NetSuite work for your business. Start with configuration whenever possibleāitās faster, safer, and upgrade-friendly. Use customization only when your processes truly need it.
This balanced approach ensures you get the best of both worlds: a flexible system that still runs smoothly with every NetSuite update.
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