NetLoan - Custom Records & Transactions
Overview
As a prerequisite to using NetLoan for NetSuite, you must ensure that custom records and custom transactions are enabled in your NetSuite Environment.
A user with the administrator role can navigate to the Enable Features page and ensure custom records and transactions are enabled as follows:
STEP BY STEP PROCESS
- Navigate to Setup > Company > Enable Features
- Select the SuiteCloud tab
- Check the box for “Custom Records” and “Custom Transactions”
- You will need to accept NetSuite terms and conditions to continue for both types
- Click Save