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Bundle Removal Overview

Platform Governance for NetSuite helps you remove bundles from NetSuite safely and efficiently using mass updates and saved searches. By following the bundle removal process, the current functionality in your account keeps working as expected.

Customizations that are built on top of a bundle can cause issues or break when the bundle is removed. Platform Governance for NetSuite helps you determine what could cause issues or break if you remove the bundle by:

  • Recognizing which customizations are built on top of the bundle.
  • Seeing how customizations relate to different components.
  • Detecting all the components that don't connect to any object in your NetSuite account.
  • Identifying and separating objects that have the possibility of breaking.
  • Creating an alternative for how your account would function when you remove the bundle.

To remove a bundle:

  1. Determine timelines and resources:

    Timeline: Each object should take approximately 30 minutes to review. This includes the time it takes to do the impact analysis on the object and allows for time to identify whether the object should be kept, removed, or recreated.

    Resources:
    Project Manager: You should appoint a project manager, you can assign an internal technical resource if available or NetSuite can provide you with a Technical Account Manager (TAM). There is a cost for hiring a TAM if it isn't included in your NetSuite support package. You may need more than one TAM resource depending on how heavily customized your bundle is. If a TAM isn't available, NetSuite can also provide you with a resource from professional services. When possible, find a TAM resource that is familiar with Platform Governance for NetSuite as well as is familiar with the bundle type that you are trying to remove.
    Developer and/or Administrator: When you remove the bundle, the associated scripts are removed as well. Assign a developer or administrator to investigate the scripts, identify which scripts need to be recreated, and rebuild them.

  2. Document your account. If Platform Governance for NetSuite is already installed and running in your account, you can run a manual spider to update your account. If you have a new account, install Platform Governance for NetSuite and complete the initial spider.

  3. Create Mass Updates.

  4. Create a Custom List and Custom Fields.

  5. Create Saved Searches and export/import CSV files (where applicable).

  6. Export the information to Excel.

Complete the process in your sandbox environment to see how it affects your other environments (production).