Custom Transactions with NetSuite Integration

Industry

IT Services & ConsultingProfessional ServicesRetail

Services

NetSuite CustomizationNetSuite IntegrationNetSuite OptimizationNetSuite Support Maintenance

75%

Reduction in manual errors during transaction recording

95%

User satisfaction with the simplified transaction management interface

30+

Hours saved monthly on transaction management and reporting

About
Client
Business

Expanding Transaction Needs

As the client’s business operations grew, managing various transaction types manually became cumbersome and inefficient.

Requirement for Customization

The client needed a solution to create and manage custom transaction types in NetSuite to streamline transaction processing.

Operational Efficiency

The goal was to automate and customize transactions without affecting the general ledger, ensuring ease of use and enhanced data control.

Our Solution

We implemented NetSuite’s Custom Transactions functionality to meet the client’s requirements:

our soluation image
1

Custom Transaction Design

Developed custom transaction types such as Basic, Journal, Header Only, Sales, and Purchase, each tailored to specific business needs and accounting practices.

2

Navigation and Setup

Enabled custom transaction types by configuring them through Customization > Lists, Records & Fields > Transaction Types, allowing for varied list styles to impact the general ledger as needed.

3

Custom Form Creation

Created and customized forms for each transaction type, ensuring accurate data entry and management aligned with business processes.

4

Linking and Access

Developed links and menu routes to facilitate easy access to custom transaction types, enhancing user navigation and integration with existing systems.

Challenges

Several challenges were addressed to ensure effective implementation:

Designing Custom Transactions

Creating transaction types that align with the client’s specific accounting and operational needs without disrupting existing systems.

Accurate Data Management

Ensuring that custom transactions are correctly integrated and displayed in the general ledger, while avoiding manual errors.

User-Friendly Integration

Developing an intuitive interface for accessing and managing custom transactions, ensuring ease of use and efficiency.

Results

The Custom Transactions solution provided significant improvements for the client:

1

Enhanced Efficiency

Customized transaction types streamlined transaction processing and data management, reducing manual intervention.

2

Improved Data Control

Custom forms and types ensured accurate and efficient transaction tracking and reporting.

3

Optimized Workflow

Simplified transaction handling and integration improved overall operational efficiency.

4

Tailored Solutions

Custom transactions met specific business needs, supporting diverse accounting and operational requirements.

Ready to Optimize Your Operations?

Contact VNMT Solutions today to learn how we can help you streamline your transaction processes with expert NetSuite integration.

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