NetSuite Case Studies
We designed a custom NetSuite rebate management system with: Custom Records for Rebate Rules Stored rule details for both Direct and Threshold types. For threshold rebates, a sub-record held threshold levels and corresponding percentages Validation script prevented overlapping rule scopes. User Event (UE) Script for Automatic JE Creation Direct rebate: calculated by multiplying VB/VC net amount by rule percentage. Threshold rebate: calculated by summing running totals of qualifying VBs/VCs and …
We implemented a flexible, fully editable NETMAP model in NetSuite: Custom Records for Model Configuration Created custom records for NETMAP components and the overall model . Allowed administrators to edit weights, questions, answers, and scoring rules without scripting changes. Automated Probability Computation via User Event Script On creation/edit of an opportunity: Dynamically generates questions and scoring options based on the active NETMAP model. Calculates probability using component w…
We designed a SuiteScript-driven automation for seamless PDF generation and storage: User Event (UE) Script - Button Creation Added a custom button on the customer record. Clicking the button triggers a redirect to a Suitelet script that handles report generation. Suitelet Script - Data Collection & PDF Creation Runs multiple Saved Searches to gather: Excluded items from item record settings. Additional items from the customer’s Item Pricing tab. All items purchased by the customer. Current sto…
We developed a fully native NetSuite automation using coordinated scripts that eliminated manual updates while preserving flexibility. Next Price Increase Date Script Identifies subscriptions due for an increase based on pre-defined logic. Updates a custom “Next Price Increase Date” field that acts as the trigger for notifications and pricing changes. Allows manual adjustments for special exceptions. Customer Notification Script Runs one month before the increase date . Sends a consolidated ema…
We proposed a lightweight, cost-effective integration using: SuiteLet in NetSuite Generated a custom HTML page displaying the required records. Included real-time inventory, invoice, and fulfillment data. VisualForce Pages in Salesforce Embedded the SuiteLet page directly into Salesforce. Linked it to Order and Product objects so sales reps could view data instantly. Direct Action from Salesforce Allowed printing of NetSuite invoices directly from Salesforce without switching systems.
We implemented a Scheduled Script that runs daily after the MRP process completes: Identify Planned Orders Runs a Saved Search to pull all MRP-generated Planned Orders for items requiring purchasing. Create Purchase Orders Automatically For each Planned Order, the script loads item/vendor details. Creates a new Purchase Order ( record.Type.PURCHASE_ORDER ). Populates fields such as item, quantity, location, and vendor directly from the Planned Order. Apply Custom Approval Routing Sets approver …
Scope & Freeze Data Defined exactly what would be migrated and locked data to prevent late changes. Data Dictionary Mapped every legacy field to a NetSuite equivalent—or eliminated it if unnecessary. Extract & Stage Used Python scripts to pull data into structured staging databases and clean Excel files. Clean & Transform with Python Normalized record formats Merged duplicates in master data Converted balances and transactions into NetSuite-ready formats Validate & Reconcile 100% Trial Balance …
They provide real-world examples of how organizations improved efficiency, cut costs, and scaled operations through the implementation of NetSuite.
An ERP case study focuses specifically on the impact of enterprise resource planning systems like NetSuite in solving operational challenges.
These success stories reveal proven strategies, lessons learned, and benchmarks that help organizations plan their own ERP adoption journey.
Success often depends on proper planning, executive buy-in, user training, and aligning NetSuite with specific business goals.
An ERP implementation case study highlights challenges faced during deployment and the measurable outcomes achieved after going live.
By showing ROI, efficiency gains, and operational improvements, an enterprise resource planning case study helps executives justify ERP investment.
A case study on ERP demonstrates how businesses of different sizes optimized workflows, improved reporting, and scaled seamlessly.
A typical NetSuite implementation project includes discovery, configuration, data migration, testing, user training, and post-go-live support.
Some NetSuite implementation best practices include phased rollouts, stakeholder alignment, continuous training, and leveraging expert consultants.
Success of the implementation of NetSuite is usually measured through cost savings, faster reporting, reduced manual work, and scalability.