A NetSuite record type typically represents data for specific business functions such as creating a customer or updating an opportunity. The record type allows a user to organize and categorize their data.

Here is a common analogy we like to use at iCharts. If NetSuite were a store, a Record Type would be a specific department within the store and items within that department would be Fields. For example, sporting goods, men, women, and furniture are all departments/record types, a fishing rod would be an item/field within … you guessed it, the sporting good section. Subsequently record types are categories with subcategories to make managing data easy for you.

Analogy between NetSuite verus Department Store

Below is a list of NetSuite record types and some examples of fields,  (For a full list of record types and fields please refer to List of NetSuite Field Types)

 

Activities: 

  • Event
  • Phone Call
  • Task
  • Project Task

Accounting: 

  • Account
  • Accounting Periods
  • Budget
  • Currency
  • Subsidiary

Communications: 

  • Message
  • Note

Customization: 

  • Custom Fields for Entity, Item, CRM, Transaction Body, Transaction Column, Item Options, and Other
  • Custom Lists
  • Custom Record Type

Entities: 

  • Customer
  • Employee
  • Group
  • Job
  • Partner
  • Vendor

Items: 

  • Assembly/BOM Item, including serial and lot numbered
  • Description
  • Service for Purchase/Sale/Resale
  • Download

Miscellaneous: 

  • Expense Report
  • Time Tracking
  • Other Lists

Support:  

  • Case
  • Issue
  • Solution
  • Topic

Transactions: 

  • Bin Putaway Worksheet
  • Cash Sale
  • Check
  • Inventory Adjustment
  • Invoice
  • Opportunity
  • Paycheck Journal
  • Purchase Order
  • Work Order

Tax Records: 

  • Sales Tax Item
  • Tax Groups
  • Tax Type

Website

  • Categories

 

All of your data from any record type can be used to build real-time visual analytics, with iCharts for NetSuite.  iCharts reduces tabular reporting and allows you to visualize records in stunning charts and graphs within your NetSuite instance. By selecting a record type and creating specific saved searches, you will be minutes away from creating robust visual reports. Since iCharts is a native solution, this allows for real-time analytics with an end result of eliminating any need to export from NetSuite.

To learn more about real-time visual reporting inside NetSuite without exporting to Excel, visit our iCharts for NetSuite page.

Learn More about iCharts for Netsuite