Book Image

NetSuite ERP for Administrators

By : Anthony Bickof
Book Image

NetSuite ERP for Administrators

By: Anthony Bickof

Overview of this book

NetSuite ERP is a complete, scalable cloud ERP solution targeted at fast-growing, mid-sized businesses and large enterprises. It's the smartly executed combination of financial management operations and built-in business intelligence, which enables companies to make data-driven and well-informed decisions. This book will help administrators become expert enough to be seen as the NetSuite leader at their company and to be able to advise department heads on specific processes, and strategic decisions. We start with an overview of ERP and NetSuite ERP, before going on to explain the built-in features to show the breadth of NetSuite ERP's product and its ease of use. We then discuss business aspects, focusing on the most important processes in NetSuite. Then you'll understand the implementation aspects that are generic enough to cover all the features. The focus then shifts to specific skills that you will need to administer for any system, such as roles, permissions, customization, and data imports. Moving on, you'll learn how to centralize the creation of search templates and give users the tools to pivot the data and expose it to the user in useful ways, such as on the dashboard. The book ends with checklists providing actionable steps that you as an administrator can take to do your job and support the application through new releases and troubleshooting problems.
Table of Contents (21 chapters)
Title Page
Copyright and Credits
Dedication
Contributors
Packt Upsell
Preface
Index

Customizing forms


Now we will focus on customizing forms. Go to Customize | Forms | Transaction forms to see the list of transaction forms in your system.

There are a number of different records available, but it can also include multiple forms for the same record.

There is also a column showing the preferred form, which is the default form that will appear when anyone accesses the record.

Yet, as usual, the place to start is with the form that you wish to customize in the UI itself. So, start from the sales order, for instance, by going to Transactions | Sales | Enter Sales Order and click the Customize button on the top-right corner of the screen, click Customize, and then Form.

The first step is to name the new form. Once named, we should save this form before doing any further customization. Click the Save button or preferably the Save As button, if it appears (save appears when initially customizing a standard form, whereas save as appears when editing a form that had already been customized...