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”
  1. You will need to accept NetSuite terms and conditions to continue for both types
  2. Click Save