š§© NetSuite Customization Guide: Fields, Forms, Workflows & Scripts
NetSuite is one of the most flexible ERP platforms availableāand its greatest strength lies in customization. With the right tools, you can tailor every aspect of NetSuite to match your companyās processes, roles, and reporting needs without complex coding.
This guide will walk you step-by-step through the main ways to customize NetSuite, from simple configuration with SuiteBuilder to advanced automation with SuiteFlow and SuiteScript 2.x.
Whether youāre a functional administrator, consultant, or developer, this series will help you understand whatās possible, how to implement it, and when to use each approach.
š What Youāll Learn
- How to create custom fields, records, and forms.
- When to use SuiteFlow workflows vs. SuiteScript.
- How to build dashboards, saved searches, and KPIs that surface key data.
- How to design branded Advanced PDF templates for invoices and forms.
- Best practices to keep your customization scalable and upgrade-safe.
š NetSuite Customization Topics
| Topic | Description |
|---|---|
| Introduction to NetSuite Customization | Overview of customization tools (SuiteBuilder, SuiteFlow, SuiteScript) and how they work together. |
| Working with Custom Fields | Add fields to capture business-specific data and display them on records and forms. |
| Creating & Managing Custom Records | Build your own record types to extend NetSuiteās data model. |
| Custom Forms in NetSuite | Design user-friendly layouts with the right field visibility and permissions. |
| Building Workflows with SuiteFlow | Automate approvals and record updates using NetSuiteās drag-and-drop workflow builder. |
| Saved Searches & Custom Reports | Analyze and report on custom data with formulas, joins, and filters. |
| Customizing Dashboards & Portlets | Build personalized dashboards and KPI scorecards for each role. |
| Advanced PDF & HTML Templates | Use FreeMarker syntax and CSS to design modern NetSuite print layouts. |
| SuiteBuilder vs SuiteScript: When to Use Which | Understand the difference between point-and-click and code-based customization. |
| Best Practices for NetSuite Customization | Keep your account stable, upgrade-safe, and well-documented. |
š How to Use This Guide
- Start with the Introduction to understand NetSuiteās core customization tools.
- Follow the topics in orderāeach section builds on the last.
- Practice with examples and screenshots included in each article.
- Bookmark this guideāitās regularly updated with new features, code samples, and optimization tips.
š” Pro Tips for Success
- Always test in a Sandbox before deploying to production.
- Use consistent script IDs and naming conventions for all custom objects.
- Document each customizationāwhat it does and who maintains it.
- Avoid over-customization; keep workflows and scripts simple and maintainable.