Customisations are a key part of most software implementations, yet it’s easy to overlook the critical importance of using a consistent approach with the naming convention when creating these “building blocks” of your ERP, to ensure that they provide meaningful insight to all users.

The recent introduction of SuiteCloud Software Development Kit (SuiteCloud SDK) to transfer customisations from a Sandbox account to the Production account also requires that all customisations have a standard searchable ID, hence it is crucial that the naming convention used is logical and uniform for successful use of this new tool.

Below are some of our recommendations:

  1. Use the naming convention _companyname_<name of field> for the ID when creating the below customisations. The company name is to differentiate between customisations created by 3rd parties and internal users.
  • Fields e.g. custbody_lit_internalnotes
  • Records
  • Segments
  • Lists
  • Saved Searches
  • Forms
  • Advanced PDFs
  • Workflows
  • SuiteScripts
  • and anything else for which you can assign a custom ID.
  1. Custom IDs should be assigned to workflow states, as well as the workflow.
  2. Description & Help fields should be mandatory – enter details of what the field is designed to do and if it is to be used for a script or workflow etc.
  3. Developers should leave notes in the header of their scripts to explain the purpose of the script and the use cases it has been developed for.