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NSC | A Manual Spreadsheet Process Needs to Move Into NetSuite: How to Model It with Custom Records
Manual spreadsheets are often used to track business processes that do not yet have a formal system. Over time, these spreadsheets can become difficult to manage, especially when multiple users need to update the same information.
SuiteBuilder custom records can help move these manual processes into NetSuite so the data is easier to track, search, and report on.
Scenario
A team is tracking a business process in a spreadsheet.
Examples may include:
- internal requests
- compliance reviews
- equipment assignments
- customer onboarding tasks
- project intake
- document tracking
The spreadsheet may include columns such as:
- request owner
- status
- due date
- reviewer
- notes
- completion date
@Red Velasco-Oracle | Suite Builder & Suite Cloud Guru |🦖T-Rex
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