NetSuite is a cloud computing company that provides software and services to manage business processes. It is a one-stop solution that provides services like ERP, CRM, HCM, etc. through a single platform. It tailors the business processes to meet the requirements and achieve operational efficiency. Since all the processes can be managed through a single account, it will be difficult to replicate the same configuration in a different account. So, NetSuite provides a unique concept called bundles through which one can easily copy configuration and customizations to a new NetSuite account. In this post, we will discuss bundles in NetSuite. You can get a complete understanding of how to create bundles.
For instance, developers may create customizations in their accounts that meet the needs of their customers. To host all of this in the client environment, all they have to do is group all the components into a bundle. Make the bundle publicly available through the NetSuite bundle repository, so it can be retrieved from there to the client environment, or can just directly install in the client's account.
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There are 2 types of bundles available for installation in NetSuite accounts.
It is a group of custom objects like custom forms, SuiteScripts, and website layouts that represent the customized behavior in the NetSuite application. It makes the installation of application packages easy. We can also lock some objects to prevent anyone to make changes to them in the target accounts. If any conflicts arise between the customization bundle and existing objects of the target account while installing or updating, they are detected and resolved automatically. We can associate SuiteScripts to the customization bundles to be run as part of bundle installation, update, or uninstall.
It is a group of NetSuite setup entries and preference settings that can be transferred to the target NetSuite accounts. We can standardize the NetSuite account configuration across all the accounts in an organization. The settings may include company preferences, auto-generated numbering settings, etc. Unlike the customization bundle, we cannot lock any objects here or make the bundle publicly available. Once a configuration bundle is installed in an account, it cannot be uninstalled.
Here are some of the key benefits of using bundles.
SuiteBundler is a feature offered by NetSuite to package together groups of objects and create a bundle. The people who create the bundles are called bundle authors. The authors can be internal developers, independent software vendors (ISVs), IT administrators, etc. To use the SuiteBundler, the feature has to be enabled by NetSuite account administrators or users and must have access to the SuiteApp Marketplace. Once a bundle is created, the author has to set its availability that indicates whether the bundle is private, share among other accounts, or publicly available.Related Article: NetSuite for Dummies
A SuiteBundler includes four components.
It is a graphical assistant used to create SuiteBundles easily in just 4 steps. The bundle able components include simple elements like user roles, dashboards, custom reports, custom KPIs, custom tabs, Scorecards, and custom lists. It includes custom forms to database elements like custom fields, custom records/objects, and scripted business processes. It also includes application development elements like client SuiteScript, Server SuiteScript, SuiteScript UI Objects, and Suitelets.
A bundle can be distributed in 3 different modes.
Shared - a bundle can be set commercially available to specific customer accounts that have purchased the solution.
Private - when developers build customizations for their implementation, they can set the bundle availability to private. So, no one can access the bundle except the administrator of the account.
Public - a bundle can be set public by a developer to share it among the open-source community.
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Developers and administrators can move custom bundles between accounts using the bundle repository. They can save the customer-installation ready version of their SuiteBundle in the repository. So it can be retrieved and installed on customer accounts. Users can search or filter a bundle based on keywords or bundle characteristics like account id, product, language, etc.
Once a bundle is located in the bundle repository, customers can install it with just a click. During bundle installation, all the content present in SuiteApp bundles will be inserted into the target account, and the functionality will be available immediately.
Creating a bundle is very easy. Open your NetSuite account and navigate to the Customization. Select the 'SuiteBundler' option and click on the 'Create SuiteBundle' option.
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This is where we have to enter basic information of a bundle. It has the following options,
Name - Give a name to your bundle.
Version - Give a version number and update it for each bundle update.
Abstract - Give a brief description of what the bundle is for.
Configuration Bundle - Check the box if you want to create a configuration bundle.
Bundle All - To select all the available objects, check this box.
This step contains brief information of the bundle that helps the users to search it easily
Description - Give a brief description of the bundle.
Product - Select the product type that the bundle is compatible to install.
Vertical - Select the industry vertical to which the bundle belongs to.
Language - This will be English by default.
Admin Documentation - Attach the documentation that contains details of the bundle.
You will be navigated to the Select Objects wizard screen, where you can choose the objects that you want to include in your bundle. Some record objects might get automatically added to the bundle.
It will show a consolidated list of all the objects selected in the previous screen. You will also have the following options to select for each object.
Hide on Existing Custom Forms - To hide/display the object in the target account's custom form.
Replace Data - This option overwrites the existing target account object data with the bundle object data.
Preserve Data - The bundle does not overwrite the existing target account object data.
Merge Data - This will add the bundle object data to the existing target account object data.
Lock-on Install - This will lock the object in the target account, so Changes cannot be made.
Once all the preferences are set, click on 'Save'. Once the bundle is saved, select the availability of the bundle. By default, it will be set as private.
Customer requirements tend to change based on market needs. So it is important to customize the solutions that meet customer standards. NetSuite SuiteBundler helps developers majorly to retain the customizations and configurations in the customer accounts. IT administrators can create bundles that standardize the company policies, so they can be used across the employees in the organization. In this post, we have shown how to create bundles. Try out creating your own bundles in your NetSuite accounts.
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