✅ SEO-Rich Description

In this in-depth NetSuite customization tutorial, you’ll learn how to create and manage custom records, custom forms, and custom fields—essential tools for NetSuite administrators and consultants. This video breaks down the core concepts behind NetSuite’s customization engine (excluding workflows and SuiteScript) and focuses on the practical, real-world skills needed to tailor NetSuite to match your business processes.

You’ll begin with an overview of NetSuite forms and how different form layouts provide unique user experiences, even when they’re all interacting with the same underlying record. By comparing multiple Sales Order forms—such as the standard form, the Item Substitution form, the GB Sales Order form, and an enhanced custom form—you’ll gain clarity on how form design controls visibility, field placement, user access, and data entry workflows.

Next, the tutorial walks step-by-step through a real-world scenario: adding a new custom field called “Gift” to a Sales Order record. This includes creating a custom transaction body field, understanding field types (checkboxes, text fields, lists, numeric fields, and more), and learning where and how your new field should display within the record.

You’ll explore the most important customization settings including:

• Field Type — determining the kind of data users can enter

• Applies To — selecting which NetSuite records the field belongs on

• Display settings — specifying the correct subtab, placement, and visibility

• Display Type (Normal, Inline Text, Disabled, Hidden) — controlling when users can edit or only view a field

Through this hands-on walkthrough, you’ll understand not just how to build the custom field, but also how to manage the relationship between custom fields and custom forms—ensuring your new field appears exactly where your users need it.

This foundational lesson is essential for anyone building their NetSuite admin skillset, learning NetSuite customization, or preparing to support roles like Sales, Operations, Finance, or Customer Service with more tailored system functionality. For deeper mastery—including workflows, advanced form setup, and complete administrator training—the video also references the full Administrator Fundamentals course.

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