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NetSuite for Consultants, 2e

You're reading from   NetSuite for Consultants, 2e Your comprehensive guide to becoming a successful NetSuite consultant in 2023

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Product type Paperback
Published in May 2023
Publisher Packt
ISBN-13 9781837639076
Length 346 pages
Edition 2nd Edition
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Author (1):
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Peter Ries Peter Ries
Author Profile Icon Peter Ries
Peter Ries
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Table of Contents (28) Chapters Close

Preface 1. Section I: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
2. Introduction to the NetSuite Ecosystem, Platform, and Related Features FREE CHAPTER 3. Selecting and Applying an Implementation Methodology 4. Creating a Project Plan 5. Section II: Understanding the Client’s Organization
6. Documenting the Organization’s Requirements 7. Analyzing the Organization’s Users and Roles 8. Understanding the Organization’s Accounting and Finance 9. Getting to Know the Organization’s Entities and Items 10. Identifying the Organization’s Main Transactions 11. Section III: Implementing an Organization in NetSuite
12. Custom Forms, Records, and Fields 13. Centers and Dashboards 14. Items and Related Lists 15. Customers, Vendors, Contacts, and Other Entities 16. Financial Transactions and Period Closes 17. Procure-to-Pay Transactions 18. Order-to-Cash Transactions 19. Other Transactions and Custom Transactions 20. Analytics, Reports, and Data Exports 21. Section IV: Managing Gaps and Integrations
22. Managing Gaps and Creating Custom Automations 23. Managing Integrations 24. Managing Data Migrations 25. Other Books You May Enjoy
26. Index
Appendix: My Answers to Self-Assessments

Using custom centers for even greater control over the UI

For some clients, you might find that you need to create a special solution, maybe with lots of SuiteBuilder custom configurations such as records, fields, and lists included in it, and maybe you’ll add scripts or workflows to that mix. When this happens, we typically want to set those screens aside in a special way, making it clear to users how they can access the special functionality, and that’s when we create a custom center.

For instance, let’s use this screenshot of the Documents menu as a reference:

Figure 10.2 – The default Documents menu with templates from NetSuite

Figure 10.6 – The default Documents menu with templates from NetSuite

The built-in Documents center is a container for everything under that menu. The tab for this center is at the top, labeled Documents in this example. The center categories are Files, Templates, and Mail Merge. The center links are the topics under each category, such as Email Templates under the Templates category...

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