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THE NETSUITE DATA MODEL
Essentials Training

Support Training Team

2020
OBJECTIVES

1
Identify and contrast the different data types in NetSuite
2
Differentiate forms from records
3
Compare database relationships and identify examples for each
4
Summarize classifications and provide examples
NETSUITE DATA TYPES

Entities

Transactions

Items

CRM

Custom
ENTITIES

• Type of business relationships

Customers who buy from you

Vendors you buy from
Partners you work with
Employees that work for you
Contacts who work for companies
TRANSACTIONS

• Records of financial exchanges

Sales Orders/Purchase Orders

Invoices/Vendor Bills
Credit Memos
Journal Entries
Expense Reports
ITEM TYPES

• Goods or services bought and sold

Inventory/Non-inventory Items
Service Items
Discount Items
Item Groups/Assemblies/Kits
Gift Certificates
CRM

• Customer relationship management

Cases/Issues
Phone Calls
Events/Tasks
Marketing Campaigns
Promotions
CUSTOMIZATION ON RECORDS

• Use a custom table, within a database, to capture what you need

Entities
Vendors
USE FORMS TO VIEW RECORDS WITHIN TABLES

• Each form can be assigned to a Role.

• A Sales Role can see some things about a Customer.
• When the custom form “Sales Customer Form” is selected, the Financial,
Preferences, and System Information subtabs are not displayed.
USE FORMS TO VIEW RECORDS WITHIN TABLES

• Operations can see other things about a customer.

• When the custom form “Operations Customer Form” is selected, the Financial,
Preferences, and System Information subtabs are displayed.

Tip: Consider different form versions for different roles.

DATABASE RELATIONSHIPS

One : One Many : One

- One item has one serial number - Many people attending
one event

One : Many Many : Many

- Create one invoice with any -Many contacts can be
Items associated with many
- Send One Marketing companies
Newsletter to many Customers
RELATED RECORDS STRUCTURE

M 1

Campaign Customer
1

1 M

Sales Order Inventory Item

BUSINESS INTELLIGENCE - DATA SEGMENTATION

• Organizes data to extract and view business intelligence through different

perspectives
- Entities (Customer, Vendor, Employee, contacts, partners)
• Type
• Statuses
• Categories
• Demographics (City, Size)
• Classifications (Department/Location/Class)
- Transactions
• Statuses
• Classifications (Department/Location/Classes)
CLASSIFICATIONS

Departments
Designate as part of an internal team

Locations

Real or virtual places of business

Classes

Business unit categorization

Thank You!