How to Use Advanced Record Customization (ARC) in NetSuite
What Advanced Record Customization is
Advanced Record Customization (ARC) is a new feature in NetSuite 2026.2 that gives you a centralized place to manage AI descriptions for record types. An AI description is a short text (up to 280 characters) that tells NetSuite's AI Connector Service what a record type is and how it is used in your account. These descriptions inform AI-powered features and MCP-based integrations connected to your NetSuite instance.
Step 1 — Go to Advanced Record Customization
Navigate to Customization > Advanced Record Customization.
This section is new in 2026.2. If you do not see it, confirm that your account is on the 2026.2 release.
Step 2 — Select a record type
From the Advanced Record Customization page, select the record type you want to manage. Both standard NetSuite record types and custom record types you have created in your account are available here.
Step 3 — View the current AI description
When you open a record type in ARC, you can see its current AI description. This may be:
- The default description provided by NetSuite
- A description added by a partner solution or bundle installed in your account
- A custom description you have previously set
Step 4 — Create or update the AI description
If the current description does not accurately reflect how the record type is used in your account, you can write a new one. The description is limited to 280 characters.
A good AI description is specific to your account. If your account uses a standard record type in an unusual way, the description should reflect that. For example, if your Opportunity record is used for internal projects rather than external sales, say so in the description. This helps the AI connector return more relevant results.
Step 5 — Compare descriptions
ARC lets you compare your custom description against:
- The default NetSuite description for the record type
- The description from a partner solution installed in your account
Use this to check whether your customization is significantly different from the default, or to decide whether the default description is actually accurate enough for your account.
Step 6 — Revert if needed
If you have set a custom description and want to go back to the original, you can revert. This restores either the NetSuite default or the partner solution description, depending on which one was in place before your customization.
What to know about scope
AI descriptions set in ARC apply at the account level. They override both the default NetSuite descriptions and any descriptions added by partner solutions or installed bundles. Your custom description takes precedence.
Who should use ARC
Advanced Record Customization is most useful for:
- Administrators managing accounts that use NetSuite's AI Connector Service
- Accounts where AI-powered features return results that seem off because the default record descriptions do not match how records are actually used
- Developers building or configuring MCP integrations that read from NetSuite
For background on why ARC was introduced and how it fits into NetSuite's AI direction, see NetSuite Advanced Record Customization: A New Place to Manage AI Descriptions for Your Records.
Related Resources
How to Use the Match Suggestions Tab in NetSuite Bank Reconciliation
NetSuite 2026.2 replaced the Review subtab on the Match Bank Data page with a new Match Suggestions subtab. Here is how to navigate to it, what the five suggested actions mean, and what else changed on the page.
How to Review Your NetSuite Bill Capture Preferences After the 2026.2 Update
NetSuite 2026.2 changed how blank Bill Capture preference fields behave. A blank Save Tax As now maps to No Tax, and a blank Save Shipping Cost As maps to No Shipping Cost. Here is how to check and update your settings.
Need help applying this in your account?
We work with post-go-live NetSuite accounts every day. Book a free call and tell us what you're working on.