NetSuite’s Custom Segment feature was discussed in an earlier blog here. This is an introduction to the Custom Record aspect of Custom Segments. Creating a Custom Segment also creates a Custom Record Type, which can then be edited to track additional information related to the Trade Show. Fields in the Custom Record can also be added to NetSuite Forms.
Use Case:
Assumption:
We are working with a Custom Segment called Show Code with four Values as illustrated below.
Custom Segments also exist as Custom Records. Add fields to the Custom Record to track additional Information related to each Show Code. For this example we will add a Field called “Projected Revenue.”
Navigate to Customization > List, Records, & Fields > Record Types
Note Show Code is in the List as a Custom Record. Select the Show Code Custom Record by clicking on the link.
Once selected, the Page below appears. We are working under the Fields Subtab. Click the New Field Button:
Note that NetSuite automatically checks and disables“Include Name Field,” which is normal.
New Field Page:
On this page:
Then Click Save.
Next, add a Show Code to the Custom Record with Projected Revenue.
Navigate to Customization > List, Records, & Fields > Record Types. Find Show Code and click the New Record Link.
In the Name field enter the Show Code. This is automatically available due to “Include Name Field” being checked in the Custom Record setup above. In this example we are setting up a record for the 2018 Miami Dental Show with projected Revenue of $75,000. Complete any other new field. Click Save.
This gives us a Projected Revenue number to use in Reporting. Since we’re adding Show Code to Sales Invoices, Actual Revenue per Show is already available. You can build a Saved Searchto provide total Actual Revenue per Show compared against Projected Revenue.
Leveraging Custom Record functionality by using custom segments is just one of the great tools NetSuite has to offer. If you would like more information about NetSuite, please contact us at any time! You can also learn about more great tips for NetSuite on our YouTube playlist or our other blog posts.
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