20th April 2020 •

Bundling NetSuite Configuration and Customisations from Sandbox to Production

Overview

This document discusses the steps for bundling NetSuite configuration and customisations to transfer them from sandbox to production.

Benefits for the Consultant:

No need to set up configuration and customisation in production from scratch.

Benefits for the Customer:

This will save time, reduce the number of consultant’s hours required during the Pre Go-Live Phase, and speed up the process.

Challenges Addressed:

Setup of Configuration and Customisation in production.
Avoids errors in manually re-configuring sandbox configuration in the production account.

 

 

 

 

Pre-requisites

Features enabled:


Process Guide

There are two types of bundling:

  • Configuration Bundle
  • Customisation Bundle

 

Configuration Bundle

Enter the following Details:

  • Name (Mandatory)
  • Version – bundle version
  • Abstract – overview of the bundle
  • Tick ‘Configuration Bundle’ checkbox – this will classify the bundle as a configuration bundle instead of a customisation bundle
  • Tick ‘Bundle All’ checkbox – this is usually ticked when the configuration bundle will be moved to production for the first time. This will include all components of the configuration bundle

 

Select Bundle Properties

  • Description
  • Product – specific NetSuite Product
  • Vertical – type of business of customer

 

Bundle components

  • Company Preferences
  • Enable Features
  • Accounting Preferences
  • Auto-Generated Numbers
  • Renaming record and transaction names
  • Accounting and CRM Lists

 

Customisation Bundle

  • Enter the following Details:
  • Name (Mandatory)
  • Version – bundle version
  • Abstract – overview of the bundle
  • Untick ‘Configuration Bundle’ checkbox – this will classify the bundle as a Customisation bundle instead of a configuration bundle
  • Untick ‘Bundle All’ checkbox – for Customisation bundle, it is recommended to leave this unticked since

 

Select Bundle Properties

  • Description
  • Product – specific NetSuite Product
  • Vertical – type of business of customer

 

Bundle Components

  • CSV Imports
  • Custom Fields, Lists and Records
  • Dashboards and Centers
  • Extensible Lists
  • File Cabinet
  • Forms
  • Integration
  • Online Forms, Plug-ins
  • Saved Searches and Reports
  • Roles
  • Sublists and Subtabs
  • SuiteScripts and SuiteSignOn
  • Translation Collections
  • Web Site Customisations
  • Workflows

 

Tips for Bundling

  • It is recommended to bundle configuration and customisation when production hasn’t been configured yet. Meaning this is the first implementation for the customer. For future phases of implementation it is better to manually configure in production, rather than using bundles to transfer configuration and customisations across, since bundling may cause a duplication in fields for example.
  • For Customisation bundle, only select the customised configuration that you wish to transfer across. It is recommended to have a prefix on the customised records that you have created in order for you to easily select them, when you select which records to bundle (ex. For forms – E2 Customer Invoice, E2 Supplier Invoice)
  • Bundling sequence to follow in production account:
    • Enable features for bundling
    • Install International Tax Bundle
    • Create Subsidiaries
    • Install Configuration bundle
    • Install other SuiteBundles (example – Fixed Asset Bundle, EFT Bundle, Dunning Bundle Etc.)
    • Install Customisation bundle

 

 

📧 [email protected]

☎️ +44 (0) 203 733 2110

Website: elevate2.com


Back to news

listen . transform . together

Find out how your company could benefit from our proven experience and commitment towards creating positive change. We’re great listeners and firmly believe that business and system transformation should be a collaborative process between ourselves and our clients. We can assist you through the full life cycle; from choosing the right software solutions, through to implementation and support.

 

WANT TO KNOW MORE?

Get in touch and we’ll talk you through the rest.


I understand and accept the terms and privacy policy