Saved Search for Sales Orders with Multiple Return Authorisation

To create a Saved Search in NetSuite that returns Sales Orders with multiple Return Authorizations, you can follow these steps:

Step 1: Create a Saved Search for Sales Orders

1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Select Transaction as the search type.

Step 2: Set Criteria for Sales Orders and Return Authorizations

In the Criteria tab, set the following filters:

1. Type = Sales Order
2. Main Line = true (to exclude summary lines)

In the Summary Criteria tab, set the following filters:

1. SUM –> Formula (Numeric) –> [is greater than] –> CASE {applyingtransaction.type}= ‘Return Authorisation’ THEN 1 ELSE 0 END

Step 2: Select Results Fields

1. Type (Group)
2. Document Number (Group)
3. Created From (Group)

Click on ‘Save and Run ‘