NetSuite Custom Functionality
We specialise is adding custom functionality to further enhance NetSuite's core functionality and streamline your business operations.
Customisations
Just a few examples of the custom functionality we've built for our clients.
Item Creation Tool
Our Automatic Item Creation tool allows users to easily create sized child items from a single parent item, with barcodes automatically assigned upon item creation.
Upload your barcodes
Upload your list of unused barcdoes for automatic assignment to newly created child items.
Create size matrices
Create individual size matrices per product type.
Create your parent items
Add your parent items to NetSuite, either in the user interface or via a CSV import.
Select items to generate
Apply filters and select which parent items require children.
Generate child items and assign barcodes
The tool will automatically create each child item, linking it its parent and assigning it a barcode.
Dimension/Custom Segment Control
Our custom Dimension Control functionality allows you to specify which line level fields are mandatory when users enter transactions via the user interface.
Add dimension control settings
A custom record holds the Dimension Control settings.
Enforce specific values
Administrators can specify which fields are mandatory per subsidiary and account type.
Prevent incomplete transaction records
When a business user attempts to save a record without the required dimensions populated they are unable to do so and receive a prompt in the user interface.
Locked Field Editing
Our custom functionality allows users to edit non-GL impacting fields for transactions posted into locked periods.
Update Details button
Users with the relevant permissions can click an Update Details button on the transaction record.
Field editing screen
Users are then presented with a screen that allows them to edit the values for specific fields.
Automatic PO Creation Tool
Our Purchase Order Creation tool allows users to easily create back to back Purchase Orders from customer Sales Orders.
Generate a list of Sales Orders
Users can filter Sales Orders based pre-determined criteria (e.g. Season).
Select Sales Orders for PO generation
Users can choose which suppliers to generate Purchase Orders for.
Automatically create Purchase Orders
The tool will then generate a purchase order per supplier including each of the items from the source Sales Orders.
Credit Memo Approval
Our custom functionality creates a comprehensive Credit Memo approval system
Configure approval levels for Gatekeepers and Approvers
Set approvers and approval levels by Department, Subsidiary, Employee or using custom fields
Familiar Credit Memo entry
Credit Memos are entered using standard forms with the correct approval matrix automatically applied upon save
Automated email notifications
Each Gatekeeper or Approver receives an email allowing them to review the Credit Memo and Approve or Reject it with comments
Flexible retraction & resubmission
If changes are needed, the Credit Memo approval can be retracted and resubmitted at any stage in the process
Automatic Project Creation
Our script automates the process of creating Project records from Sales Order lines, improving operational efficiency and eliminating human error
Add user criteria to define Project Items
Easily specify which items should be automatically associated with new projects via custom fields that can be linked to any custom segment
Enter Sales Orders
Sales Orders are created via the standard NetSuite process (or via an integration), with the functionality determining which items should be associated with Projects
One click Project creation
Once Sales Order entry is complete, users click a button to create the Project, including headers, templated tasks and any Project preferences
Project automatically linked to Sales Order
Upon Project creation, any relevant lines on the originating Sales Order are automatically linked to the newly created Project
Automatic Subscription Creation
Our custom functionality automatically creates a Subscription from relevant Sales Order transaction lines
Sales Order Entry
Users enter a Sales Order via the standard NetSuite functionality. A simple checkbox determines which lines to include in a subscription and can be set by the user upon transaction creation or inherited from the item record
Simple Subscription specification
Upon clicking on the Create Subscription button on the Sales Order users are presented with a simple custom form to capture key subscription parameters including billing account, start date, and billing term
Automated Subscription creation
Once the user has submitted the Subscription specification, our functionality automatically creates the subscription header and lines including status and pricing and notifies the user once the process is complete
Subscription automatically linked to Sales Order
Upon Subscription creation, any relevant lines on the originating Sales Order are automatically linked to the newly created Subscription
Enhanced Project Charge Based Billing Rules
Our custom billing functionality provides enhanced flexibility when using US Tax rules
Define tax code relationships
Use our custom interface to map the billable items on a project to their corresponding tax codes
Create your project as usual
Use our Automatic Project Management functionality to create a project, including any items that should be associated with the project
Create new billing rules
Create milestone rules with percentages or absolutle amounts assigned to each project item
Straightforward billing
As project milestones are reached, charges are automatically created using the associated item records and the tax code breakdowns specified during project configuration
Dynamic Transaction Layouts
Our custom PDF layouts dynamically change based on the transaction criteria you specify
Specify your layout variants
Simply provide us with details of the layouts required and the dynamic criteria for each layout and we'll do the rest
Let us create the layouts
We use NetSuite's Advanced PDF Template functionality, combined with custom scripting, to create document layouts that dynamically change based on your specification
Fully tested prior to handover
After the template has been fully tested by our in-house QA team, we hand it over to you for final user testing
Seamless deployment to your NetSuite Production instance
Only when you have completed testing and sign off in your Sandbox account, is the layout is deployed to your NetSuite Production instance.
Enhanced Project Management
Our custom functionality automates project processes and enhances the data held against each project
Automatic project creation
Automatically create a project from the items on the sales order, with any items recorded in a related records sub-list on the project record
Easily manage project SKUs
Your project team can easily keep track of the items included in the project, including the status of each item
Track item progress
Automatically record key dates, user events and user names against each item on the project
Automatically trigger related processes
Automatically trigger other processes within NetSuite when changes occur to items on the project. For example, automatically activate a subscription for an item upon item installation
Hyperion reporting integration
Our automated Hyperion reporting integration pre-aggregates NetSuite financial data and passes it to Hyperion for group level reporting purposes
Set mapping preferences
Easily configure how NetSuite accounts map to Hyperion reporting segments
Generate the reporting export
Run the Hyperion export process to automatically generate a reporting file
Import data into Hyperion
Upload the reporting file directly into Hyperion to provide seamless group level reporting
Custom bank file formats
Our custom bank payment files allow you to seamlessly pass payment data to your preferred financial institution, speeding up payment runs, reducing fraud and eliminating costly errors
Obtain a sample file layout
Obtain a sample bank file layout from your financial institution
NetSuite file layout replication
We work with you to map NetSuite fields to the those in your financial's institutions sample payment file, and create a custom NetSuite bank file on your behalf
Complete your payment run
Use NetSuite's standard functionality to perform a payment run and automatically generate a payment file ready for upload to your bank
Identifying how custom functionality could help
We work to understand your business and how its processes translate to NetSuite. If NetSuite can't meet your requirements out of the box then we will suggest how custom functionality could help.
Business Requirements
Once we understand what's required, we produce a detailed specification to ensure we're on the same page and haven't missed or misunderstood anything.
Agile build, comprehensive testing
We make any custom functionality available for you to test as and when it's ready, capture your feedback and continue to iterate until you're completely happy with the final product.
Bundled and ready to go
We consolidate all of the custom scripts, fields and other functionality into a NetSuite bundle so it can be easily deployed to your NetSuite account. General settings are always be available for you to change as and when required.
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Unlocking the power of NetSuite customisation
NetSuite's customisation options empower you to tailor the platform to your unique needs. This ensures that every feature aligns perfectly with your operational requirements.
Tailored Solutions
Custom functionality enhances efficiency and drives growth for businesses of all sizes.
Flexible Integrations
Seamlessly integrate with existing systems to create a cohesive operational environment.
Automating repetitive business processes
Nothing's more demoralising than performing the same task again and again. We're experts in automating repetitive processes.
Single click creation
We can automatically create subscription and project records with a single click.
Joined up transactions
Need every line of a sales order automatically linked to a project? No problem!
Enhancing core NetSuite functionality
NetSuite is excellent, but your business is unique. We build on core functionality to ensure a perfect fit.
Streamlining processes
We know how to reduce manual intervention whenever possible.
Building-in governance
We can add checks and balances to ensure you're always compliant.
Building bespoke NetSuite reports
We know that businesses rely on timely reports in specific format and we're experts at building them.
Right format, right now
We build custom reports that run in real time.
Context is everything
We can summarise data in context on the transaction itself.
NetSuite customisation key features
Different ways we can enhance NetSuite's core capabilities with custom functionality
SuiteFlow is NetSuite's out-of-box workflow tool and allows users to create workflows in the user interface without coding. SuiteFlow can be powerful but requires a fundamental understanding of NetSuite's data structure and system processes so is best left to admin users or consultants.
SuiteScripts are written in JavaScript and allow custom functionality to be added to NetSuite. They can be used to deliver more complex customisations than can be achieved via SuiteFlow and can also be incorporated into custom SuiteLets and triggered by user events or scheduled processes.
A NetSuite bundle is a packaged collection of customisations, including scripts, fields, and workflows and is used to extend or enhance NetSuite's functionality for specific business needs. Bundles can be made available to all NetSuite users or produced solely for the use of a specific NetSuite customer.
SuiteApps are custom-built applications that enhance NetSuite's core functionality and can be downloaded via the NetSuite SuiteApp Marketplace. They are available to all NetSuite customers, either for free or for an additional charge.
We often help our clients build and maintain workflows using SuiteFlow. For more complex requirements, we are proficient in developing customisations using SuiteScript. We always bunlde our customisations to ensure ease of deployment and so that the integrity of the custom code is maintained.
Successful NetSuite enhancements
Explore how our custom functionality has elevated our clients' NetSuite experience.
Customer Testimonials
We try to make it easy for our clients to say nice things about us.
NetSuite customisation FAQs
Everything you need to know about NetSuite customisation and development
Although NetSuite offers a huge amount of functionality out of the box, every company is unique and will therefore have slightly different requirements. It is sometimes therefore necessary to customise NetSuite to add new features or enhance existing functionality.
Absolutely. All our customisations are built inside NetSuite's secure environment so are protected by the same best-of-class security as the rest of the NetSuite platform.
There are certain elements of NetSuite functionality that don't easily lend themselves to customisation, but we are yet to come across a requirement for which we can't find a workable solution.
We have built customisations to improve data quality, make inventory allocations more straightforward, automate subscription creation, simplify landed cost allocation and for many other purposes. A few examples of our customisations are shown above.
Our customisations sit on top of NetSuite's core functionality rather than altering it. This means that there isn't any impact on the NetSuite upgrades that take place twice a year. We do however advise all customers to test any customisations in their NetSuite Release Preview account prior to an upgrade taking place.
NetSuite customisation costs vary based on the complexity and scope of the project. We undertake in-depth discovery and provide a detailed Statement of Work prior to starting any customisation so you're clear on what's being delivered and how much it's likely to cost.
Learn how we can help
At Advanced Cloud Solutions, we empower businesses to harness the full potential of NetSuite. Our dedicated team is here to guide you every step of the way.