NetSuite is a powerful cloud-based ERP solution that provides businesses with an extensive range of functionalities. However, no two businesses are exactly alike, and standard features may not always align with unique operational needs. This is where SuiteBuilder, NetSuite’s built-in customization tool, becomes invaluable. SuiteBuilder allows users to modify NetSuite’s data model, user interface, and record structure without requiring coding expertise.
In this guide, we’ll explore SuiteBuilder customization, its core features, benefits, best practices, and how businesses can leverage it to tailor NetSuite to their specific needs.
What is SuiteBuilder?
SuiteBuilder is NetSuite’s point-and-click customization tool that enables users to create and modify record types, forms, fields, and workflows without programming. It provides a flexible framework for adapting NetSuite to fit unique business processes while maintaining system stability and upgradability.
Key Features of SuiteBuilder:
- Custom Records and Fields – Define new record types and fields to store business-specific data.
- Custom Forms and Subtabs – Modify forms to enhance data entry and user experience.
- Custom Centers and Tabs – Tailor NetSuite’s navigation structure for different roles and departments.
- Custom Lists and Relationships – Define list values and relationships between records.
- Role-Based Permissions – Control access to custom fields and records.
Benefits of SuiteBuilder Customization
1. No Coding Required
SuiteBuilder’s intuitive, user-friendly interface allows administrators to customize NetSuite without needing advanced development skills, making it accessible to non-technical users.
2. Faster Implementation
Unlike SuiteScript development, which requires programming, SuiteBuilder enables rapid deployment of customizations, reducing development time and accelerating go-live timelines.
3. Increased Business Efficiency
Customizing NetSuite to match business workflows improves operational efficiency by ensuring users have access to relevant data and features.
4. Enhanced Data Management
By defining custom records and fields, businesses can track essential data points specific to their industry or operations, improving reporting and analytics.
5. Improved User Experience
Custom forms, centers, and tabs allow businesses to create intuitive user interfaces tailored to the needs of different roles, reducing training time and increasing productivity.
6. Seamless Upgrades and Maintenance
Since SuiteBuilder is a native NetSuite tool, customizations remain intact during system upgrades, ensuring long-term stability without requiring rework.
Key SuiteBuilder Customization Components
1. Custom Records
Custom records allow businesses to store additional data that does not fit within standard NetSuite records. These records can be linked to existing NetSuite entities like customers, vendors, and transactions.
Example Use Case: A consulting firm might create a custom record to track project milestones and associate them with customer accounts.
2. Custom Fields
Custom fields let users add additional data fields to standard and custom records, ensuring the system captures all necessary information.
Field Types:
- Text
- Date
- Checkbox
- Drop-down list
- URL
- Formula fields (calculated values)
Example Use Case: A retail company may add a “Loyalty Tier” custom field to customer records to categorize customers based on purchase history.
3. Custom Forms
Custom forms allow businesses to control the layout and visibility of fields, enabling users to optimize data entry screens for different roles and processes.
Example Use Case: A finance team may require a detailed invoice form, while a sales team might need a simplified order entry form with only essential fields.
4. Custom Lists and Subtabs
Custom lists help standardize data entry by offering predefined values, while subtabs help organize fields within records for a structured display.
Example Use Case: A manufacturer may use a custom list to standardize product categories and add a subtab for warranty details on item records.
5. Custom Centers and Tabs
Custom centers and tabs allow businesses to modify NetSuite’s navigation based on user roles. This ensures that users see only the relevant options they need for their job functions.
Example Use Case: A warehouse team may have a dedicated “Inventory Management” center that displays only inventory-related records and transactions.
Best Practices for SuiteBuilder Customization
1. Plan Before Implementing
Before making customizations, assess business needs and define a clear customization strategy to avoid unnecessary modifications that could complicate system maintenance.
2. Use Meaningful Naming Conventions
Establish a consistent naming convention for custom records, fields, and forms to ensure clarity and ease of management.
3. Leverage Role-Based Permissions
Ensure customizations are aligned with user roles to maintain security and prevent unauthorized access to sensitive data.
4. Minimize Custom Fields and Lists
Avoid creating excessive custom fields and lists, as they can slow down system performance. Instead, leverage standard NetSuite fields whenever possible.
5. Test Customizations in a Sandbox
Always test changes in a NetSuite Sandbox environment before deploying them in a live system to ensure they function correctly.
6. Regularly Review and Optimize Customizations
Over time, some customizations may become obsolete. Periodically review and clean up unnecessary custom records, fields, and lists to maintain system efficiency.
Getting Started with SuiteBuilder Customization
Step 1: Enable SuiteBuilder
SuiteBuilder is enabled by default in NetSuite. Navigate to Customization > Lists, Records & Fields to access customization options.
Step 2: Create a Custom Record
- Go to Customization > Lists, Records, & Fields > Record Types > New.
- Define the record name, fields, and relationships.
- Save and deploy the record for use.
Step 3: Add Custom Fields
- Navigate to Customization > Lists, Records, & Fields > Entity Fields.
- Click New, select the field type, and assign it to a record.
- Configure visibility settings and save.
Step 4: Modify Forms and Subtabs
- Go to Customization > Forms > Entry Forms.
- Select an existing form or create a new one.
- Customize field layout, add subtabs, and save changes.
Step 5: Implement Role-Based Access
- Navigate to Setup > Users/Roles > Manage Roles.
- Assign appropriate permissions to ensure secure access to custom records and fields.
Step 6: Test and Deploy
- Test customizations in a Sandbox environment.
- Deploy changes and monitor system performance.
- Train users on any new functionality.
Conclusion
SuiteBuilder customization empowers businesses to tailor NetSuite to their specific needs without requiring extensive coding expertise. By leveraging custom records, fields, forms, and navigation elements, organizations can enhance usability, improve data management, and optimize workflows. Following best practices ensures that customizations remain efficient, scalable, and aligned with business goals. Whether you’re streamlining data entry, automating workflows, or improving user experience, SuiteBuilder is a powerful tool for maximizing NetSuite’s potential.