Custom NetSuite Forms for Implementation

One of the steps that needs to be completed during a NetSuite implementation is customizing forms to fit your company’s needs.

The SuiteSuccess bundles/SuiteApps used during implementation include Entry Forms, Transaction Forms, and Advanced PDF/HTML Templates that are pre-customized to the SuiteSuccess edition and generally nicer than the NetSuite Standard forms/templates.

Entry and Transaction Forms

These forms are locked and follow the naming convention {SS edition name} - {Record Type}. For example, MFG PRM - Invoice.

The Bundle Deployment Wizard has a step to duplicate all these SuiteSuccess Edition forms to make company-specific versions. If you don’t do that step in the wizard, then continue on in this section.

1. For each record type your company will use, click Customize, enter an appropriate ID (for example, {company abbreviation}_invoice, and check the Form is Preferred checkbox.
   1. Note that the Name field will not be editable until you have saved the customized version of the form.
2. Click Save & Edit, then update the Name according to the established naming convention (for example, {company name} - Invoice), and click Save.
3. Make any other relevant changes to fit your company’s needs.
4. Back on the Custom Entry or Transaction Forms list view, click "Show Inactives" and mark all other forms for that record type as inactive, so the only available form is the one customized for your company.

Advanced PDF/HTML Templates

These templates are not locked and follow the naming convention {Region} - {Record Type} Advanced PDF/HTML Template. For example, NOAM - Invoice Advanced PDF/HTML Template.

Customize these as needed (update the Name and ID to match the naming convention for the company), and make sure the customized template is set in the relevant custom entry or transaction form.

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