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How to Create and Integrate NetSuite Custom Segments and Fields

Store additional item and document information in NetSuite and correctly sync it with custom fields in Precoro.

TABLE OF CONTENTS

How Different Custom Records Are Integrated with Precoro

There are several types of custom records you can integrate with Precoro. They will help you store and process any information about items and transactions beyond what standard fields offer, such as memos, project details, and so on. 

In NetSuite In Precoro
Transaction Body Fields Custom Fields for Documents
Transaction Line Fields Custom Fields for Items
Custom Segments Custom Fields for Documents and/or Items, depending on the choice you make during export

In the following sections, we'll explain how to correctly configure each type of custom record to ensure data sync between NetSuite and Precoro.

How to Create and Sync Custom Segments

To create a custom segment in NetSuite:

  1. Navigate to Customization → Lists, Records, & Fields → Custom Segments → New.

  2. Fill in the Label for the segment.

  3. Under Type, select one of the following:

    • List/Record

    • Multiple Select

      Learn about available types here.

  4. Open the Values tab and add values for the custom segment.

  5. Go to the Application & Sourcing tab:

    • Under the Transactions subtab, mark Purchase Transactions in the Application section (for PO, Invoice, Credit Note) and Item Receipt in the Applied section (for Receipt).

      App and Sourc

    • Under Transaction Columns subtab → mark where the segment applies (e.g., Sale Item, Purchase Item, Expense).

  6. Scroll to the Permissions section:

    • Expand Default Record Access Level.

    • Select Edit.

  7. Click Save.

An image with the fields you need to fill out when creating a new custom segment
To export and use the created segment in Precoro, please follow the steps outlined in this article.

How to Create and Sync Transaction Body Fields

To create a transaction body field in NetSuite:

  1. Navigate to: Customization → Lists, Records, & Fields → Transaction Body Fields → New.

  2. Enter a Label.

  3. Under Type, choose one of the supported types:

    • Date (calendar input in Precoro)

    • Free-Form Text (text field)

    • List/Record (dropdown with options)

  4. In the Applies To section, choose where the field should appear.

    • Purchase → PO, Invoice, Credit Note
    • Item Receipt → Receipt

  5. Configure additional options as needed.

  6. Click Save.

An image with the fields you need to fill out to create a Custom Transaction Body Field in NetSuite to integrate it correctly.

To export and use the created field in Precoro, please follow the steps outlined in this article.

How to Create and Sync Transaction Line Fields

To create a transaction line field in NetSuite:

  1. Navigate to Customization → Lists, Records, & Fields → Transaction Line Fields → New.

  2. Enter a Label.

  3. Under Type, select one of the supported types:

    • Date

    • Free-Form Text

    • List/Record

  4. In the Applies To section, choose where the field should appear.

    • Purchase → PO, Invoice, Credit Note
    • Item Receipt → Receipt

  5. Configure additional options as needed.

  6. Click Save.

A screenshot with the necessary fields for Transaction Line Field creation in NetSuite

To export and use the created field in Precoro, please follow the steps outlined in this article.