Custom fields in NetSuite allow you to tailor records to match your unique business requirements. Here’s a step-by-step guide to creating and configuring custom fields: 

 

Step 1: Navigate to Custom Field Setup 

  • Go to Customization > Lists, Records, & Fields. 
  • Select the record type for which you want to create a custom field, such as Customer, Item, or Transaction. 

 

Step 2: Create a New Custom Field 

  • Click New under the desired record type. 
  • Enter a Label for the field (e.g., “Customer Segment”). 
  • Specify a Type (e.g., Text, List, Checkbox, or Date). 

 

Step 3: Define Field Properties 

  • Store Value: Check this box if you want the field data to be saved in the database. 
  • Mandatory: Enable this option if the field must be filled before saving the record. 
  • Default Value: Set a default value to populate automatically. 

 

Step 4: Set Display Options 

  • Go to the Display tab. 
  • Choose where the field appears (e.g., main form, subtab). 
  • Assign a display label, help text, and visibility settings. 

 

Step 5: Configure Field Validation and Sourcing 

  • Navigate to the Validation & Defaulting tab. 
  • Set conditions like maximum characters or predefined criteria. 
  • Enable sourcing to auto-fill the field based on another record (e.g., pulling data from a related list). 

 

Step 6: Add Access Permissions 

  • Go to the Access tab. 
  • Define which roles can view, edit, or use the field. 
  • Restrict access for sensitive fields as needed. 

 

Step 7: Save and Deploy 

  • Click Save to create the custom field. 
  • Test the field by opening a record of the selected type to ensure it displays and functions as expected. 

 

By customizing fields in NetSuite, you can enhance data tracking and reporting while aligning the platform with your specific workflows.