S7 - Customisation request checklist

Customisation Checklist – Request to build a Custom Adapter
One of the main prerequisites is for S7 to have an active access to your Netsuite account. The access must be provisioned with Solution 7 Reporting role.

Before you continue, please review the below documentation:

• NetSuite Role Permissions PDF
Customer/Prospect Name

First NameLast Name
Customer/Prospect Email
example@example.com
Customer's main Time Zone
Company name
NetSuite Account ID
See your NetSuite URL https://xxxxxxx.app.netsuite.com/ or Setup -> Company -> Company Information
Does S7 have a access to your Netsuite account?
s7customisation

Customisation details

Rows	Name (label)	Record/Field ID	Type	List/Source (if applicable, for custom lists/records)	Where is it used?	Notes
Field 1
Field 2
Field 3

If you would like to have the field available on the BAL or BUD functions or via Solution7 lists, please indicate that in the Notes column.
Do you require more than 3 fields? Additional fields will incur a charge

Customisation details

Customisation Checklist – Request to build a Custom Adapter