When to use Custom Records in NetSuite?

You might be asking yourself, why not just use an existing NetSuite record type? Creating a custom record will give you the ability to meet more of your business specific needs.  In some cases, a standard record type may not be capable of storing critical data the way that is preferred. As a result, you would use these records whenever you wish to enhance NetSuite’s current functionality and track more information on existing records and transactions. Furthermore, think of custom records as database tables  They can store information and allow you to access it either directly or through links to other records or transactions.

 

How to create a custom record in NetSuite

 

To create a Custom Record in NetSuite, go to:

Customization tab → Lists, Records & Fields → Record Types → New

Creating a custom record in iCharts for NetSuite

On the Custom Record Type page follow these easy steps to create the new record

  • Name the Custom Record, for example. Supply/Demand #823 and Save.
  • Under Fields Subtab:
    • Type the title of the field, for example:
      • Sales Rep, click and Save
    • Select the type of field (NetSuite is very particular about its field types)
  • If necessary, create more custom fields by selecting ‘New Field’ again.
  • Also, before you exit, be sure to provide permissions to the roles or individuals that will need access to the data by changing the access type.

Saving a custom record in iCharts

Here at iCharts, via saved searches you can access any created custom record or field and mash them up against searches from any other vertical.

Like most companies nowadays, critical data is stored on multiple platforms. With Custom Records, you’re able to bring in data from other sources, such as Google Spreadsheets or Excel, and display them within Netsuite. Subsequently allowing you to get   a 360-degree view of your business through mashing up two record types.

Creating a mashup data sheet

 

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