NetSuite Best Practices for ERP Implementation

In this post, we will be exploring NetSuite Best Practices for ERP Implementation.

NetSuite is one of the largest ERP vendors and more than 40,000 organizations worldwide use NetSuite. Netsuite is a SaaS (Software as a Service) ERP solution. If your organization is planning to implement NetSuite – here are some of the best practices.

NetSuite Best Practices for Data Import

Use the following best practices to facilitate the successful import of data:

• Clean your data before importing it. Clean data will add tremendous value to your implementation.
• Save data from other applications into separate CSV files, with the exception of importing Customer/Lead/Prospect.
• Apply CSV file formatting guidelines. Adjust data to conform to NetSuite file conventions and record types.
• Before you import the data in NetSuite – perform test imports with sample data. When test importing use only two or three records to verify the quality of upload and data mapping.
• It is always recommended to perform import tasks during off-peak hours so that less number of users are affected.
• If you have large data to import we advise breaking large import jobs into smaller ones to improve performance. As you know the record limit per one imported file is 25,000.
• Use Sandbox to import the test data before you import it into production.

NetSuite Best Practices for Multi-Subsidiary Customer Feature

The following are best practices for using the Multi-Subsidiary Customer feature:

• If you use anonymous customers with Web Store workflows, assign only one subsidiary to the anonymous customer record.
• Set up tax rounding at the Nexus level rather than for individual customers with multiple different subsidiaries.

NetSuite Best Practices for Links & References

Follow these best practices for creating links and references to NetSuite objects and records to ensure that they are not data center-specific.

• Use NetSuite shortcuts rather than creating bookmarks in your browser.
• Use relative links to reference objects in NetSuite rather than absolute links.

NetSuite Best Practices for Workflows

Consider applying the following best practices to optimize your workflow performance:

• It is advisable to combine multiple workflows that have the same logic and functions into a single workflow.
• Filter workflow execution by execution context and event type.
• Convert scheduled workflows that operate on records with static data or data that does not change often to event-based workflows instead. This will ensure that the workflows do not execute on the records unnecessarily.