Display Orders Due within the Next 4 Weeks

Requirement:

Create a report in NetSuite that displays orders that are due within the next 4 weeks. This feature will help users easily identify and track orders that have upcoming due dates.

Solution:

1. Go to Lists -> Saved Searches -> Saved Searches -> New.
2. On the New Saved Search page, select “Transaction” as the search type.
3. Set the following criteria:
   • Type: Sales Order (assuming you are specifically looking for sales orders).
   • Due Date: Select the “Relative” option instead of “All”.
     • In the “From” field, enter 0 in the “Days From Now” to start the search from the current date.
     • In the “To” field, enter 28 in the “Days From Now” to search for orders due within the next 28 days (4 weeks).
4. Switch to the Results subtab and add the desired columns to verify the results. You can include columns such as Order Number, Customer, Date Due, Amount, etc., to provide relevant information about the orders.
5. Save the search with an appropriate title and description.