Month: October 2022

Customer would like to create a Saved Search for Customers that have no Sale Transaction starting a specific Date. You may include also the column for Total Sales before the Date. For example: Date is May 1, 2013 1. Navigate to Lists> Search> Saved Searches> New> Customer.2. Criteria tab> Summary subtab–Sum | Formula ( Numeric) | is 0 | Formula: Case When {transaction.trandate} <= TO_DATE(’05/01/2013′, ‘MM/DD/YYYY’) then 0 else 1 end3. Results tab> Columns subtab–Name | Group–Formula Date| Formula:… Continue reading Saved Search to Display Customers without Sales starting a Specific Date

To call a RESTlet and execute it as an Administrator from another script, the call should come from a server-side script so the user credentials which includes the Role can be specified. When calling a RESTlet from a custom button created from a User Event script, a series of scripts need to be triggered in order… Continue reading Executing a RESTlet on Click via User Event Script Button

Below is a step-by-step guide to creating a Saved Search with hyperlinks in the results to direct you to a Customer Record: 1. Navigate to Lists > Search > Saved Searches > New2. Select Customer for Search Type3. Enter Search Title4. Under Criteria tab > Enter any Filters if required 5. Under Results tab > add: – Field:  Formula (Text) – Formula: ‘<a href=https://<accountID>.app.netsuite.com/app/common/entity/custjob.nl?id=’||{internalid}||’&company=’||{internalid}||’ target=”_blank”>Customer Record</a>’*In the browser’s Address Bar,… Continue reading Saved Search with Hyperlink

List of Sales Orders with Fulfilled and Pending Billing status and be published to Dashboard. Create Saved Search Navigate to Reports > Saved Search > All Saved Search > New Click Transaction Search Title: Enter TitleExample: Sales Order with Fulfilled and Pending Billing Status Click Criteria Click Standard Filter:Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Select Type… Continue reading Publish on the Dashboard a Saved Search of Sales Orders Fulfilled and Pending Billing

Source out all items that is applied on an Estimate and Sales Order Record. Navigate to Lists > Search > Saved Search Click Transaction Search Title: Enter Title Click Criteria Use Expressions: Enter Checkmark Click StandardNote: Use Parens and And/Or as indicated. Filter:Note: For every required filter use the drop-down menu to select it and once adjusted click Add if needed. Select Main Line Parens: Select ( Select: is false And/Or: Select And Select Tax… Continue reading Create a Saved Search That Shows All Items Applied on a Sales Order and Estimate Record

The user has an existing Item Saved Search that would notify him every time the Purchase Price field of any item is modified. But when the report runs, users get an email of any System field that has been modified. The existing Item Saved Search has the following Criteria and Results: A. Criteria: Type: is any of Non-inventory item, Inventory item Purchase Price: is Not Empty System Notes: Type is Change System Notes: Field is Purchase Price… Continue reading Saved Search for System Notes Notification When Purchase Price Field Is Modified

SERVICE ITEMA service item is an item we create to track time and record billable hours. Though they are a specific item type, service items belong in their own category. A service item describes non-tangible services that our company buys or sells like cleaning or software consulting. Service item records in NetSuite are necessary in… Continue reading SERVICE ITEMS, NON-INVENTORY ITEMS, AND TAX ITEMS