Custom Segments in NetSuite Customization

Custom segments are user-defined categories in NetSuite that help businesses classify and analyze data specific to their needs, like departments, location and class.

Benefits:

1. Enhanced Reporting: Allows for detailed analysis of data.
2. Improved Classification: Tailors data organization to your business structure.
3. Flexibility: Adapts to various business needs.
4. Informed Decisions: Provides insights for better decision-making.

How to Create Custom Segments:

1. Go to Customization > Lists, Records, & Fields > Custom Segments.
2. Click New.
3. Enter Name and Description.
4. Choose the Type (e.g., text, list).
5. Assign to relevant records (e.g., transactions, customers).
6. Click Save.

Using Custom Segments:

• Select values during data entry.
• Use as filters in saved searches and reports.
• Display metrics on dashboards.

Best Practices:

• Keep segments simple and relevant.
• Limit the number of segments to avoid confusion.

We can also use custom segments in the script using the Id.