NetSuite Instance Implementation

1. To implement the Non-Oneworld account first, we need to set all the preferences and set up the following as per the need of the client.

• Enable features
• Company Information setup
• Subsidiary Management
• General Preferences
• Accounting Preference
• Set/User Preferences
• Rename Record set up
• Auto Numbering Setup
• Duplication Detection setup
• Marketing Preferences
• Case preferences
• Forecasting Preferences
• Email Preferences
• Upsell Preferences
• Roles and Permission set up
• CRM List and Accounting List set up
• Accounting Period, Tax Period setup

2. Implement chart of accounts in the new instance

To implement a chart of account, we need a CSV file that contain all the details of the accounts.

• Create a CSV file for the chart of accounts.

Create an ‘Account’ type Dataset in the instance with the columns listed below and with the Criteria ‘Number’ is not Empty ( because some of the standard accounts are present in every instance).

To create Dataset, go to Analytics -> Datasets -> New Dataset.

Select all the columns related to the accounts.

• Save the dataset.
• Click ‘Export data to a CSV file’

3. Import chart of account into a new account.

• To import chart of accounts into the new accounts go to

Setup -> Import/Export -> Import CSV records.

• Set  ‘Import Type’ as Accounting.
• Set Record Type – Chart of accounts. 
• Set Character Encoding – Western (Windows 1252).
• Set CSV column Delimiter – Comma.
• Select CSV file(s) as ‘One File To Upload’.
• Then select the CSV file that we edited earlier
• Click Next.
• Select  Import option – Data Handling as ‘Add’.
• Click Next. 
• Then map the CSV file columns to the actual fields that currently exist in the target account.
• Fill in the relevant fields and then click the ‘Save and Run’ button.
• To view the import status go to

Setup -> Import/Export -> View CSV import Status

• The chart of accounts was successfully updated in the new account.

4. Bundle Creation and Installation

• List out the bundle attributes that want to create a bundle such as fields, lists, records etc.

           You must cover the following attributes

• Custom Subtab
• Custom entry form
• Roles
• Custom transaction form
• Advanced PDF/HTML Templates
• Custom entity fields
• CRM fields
• Transaction body fields
• Transaction line fields
• Other record fields
• Custom list
• Record types
• Custom segments
• Scripts    

• Create a bundle in the instance, go to Customization -> SuiteBundler -> Create Bundle.
• Fill in the required fields, then click Next. Then add the Description click Next.
• Select all the attributes listed above.
• Set preferences for the fields, forms etc.
• After entering all the objects/attributes and the preferences, click Save.
• Bundle successfully created in your account.
• Go to Customization -> SuiteBundler -> Create Bundle -> List

• In our bundle, select the Action as ‘Set Availability’
• Select LEVEL as ‘Shared’ and provide the account Id in the field ‘SHARED ACCOUNT IDS’ 
• Click Save.

5. Install Bundle in the new account

• To install the bundle on the target account go to, 

           Customization -> SuiteBundler -> Search & Install Bundle.

• Provide the relevant values in the fields.
• Click the Search button. Bundles shared with this account will then be displayed.
• Select the bundle name you want to install.  Then click the Install button on the new page.
• This will redirect you to the preview bundle page. After analyzing the bundle components, click on ‘Install Bundle’.
• These are the steps to install the bundles into the new instance. 

These are some of the basic steps to implement the new account.