Custom Segments
• Use the segments to classify records appropriately, permitting filtering and grouping of data
based on categories specific to your business
The Custom Segments feature lets you create custom classification fields similar to class,
department, and location.
• You can create an unlimited number of custom segments, define possible values for each segment,
and add the segments to specific record types.
• People working in NetSuite can then use the segments to classify records appropriately.
Accommodate unique reporting and analysis needs
• Informed financial, product, and business decisions
• Across the suite usability of segments
• Automated segment transfers within the workflows
• Possible combination with other platform tools to
achieve the customization needed
Common Use Cases
1. Products and Service (category, group, product line, type, …)
2. Processes (project / activity / transportation / distribution, …)
3. Financial (relationship, sales model, revenue, order type, …)
4. Sales categories (market, channel, customer, …)
5. Entities (company, division, region, cost center, …)
6. Time (codes, calendar, …)
7. Place (geography, location, region, …)
use Segments
• Enable the feature
• Create segment
• Configure the segment
• Define values
• Link where needed to other records and forms (customers, items, etc.)
• Customize your reports, searches and dashboards
Configuration Options
• Configure segment values to be hierarchical
• Default values statically or dynamically
• Filter values based on other segments
• Appears on GL Impact page
• Create as multi-select field
• Display segments selectively
What are the Limitations?
• Compared to Class/Department/Location,
custom segments don’t support restrictions
• You cannot run Budget vs Actual report per
segment
Other Ideas for Custom Segments – See Application & Sourcing
• Transactions – Any Type, Header or Line
• Entities – Contacts, Customer, Employee, Partner, Project, Vendor
• CRM – Campaign, Event, Phone call, Task
• Items – Any Type
• Other Record Types – Account, Address, Allocations, Budget Import and more
• Custom Records