When a saved search was created for customer payments, the total search results showed 365 records. But when navigated to other pages of the results, it showed ‘ No Search results match your criteria. When the data was exported also, all the records were not exported. This issue was caused by the addition of Payment… Continue reading Saved search do not display all the records as in total number of results in Customer Payment record
Tag: csv from saved search
Close Sales Order Line Items via CSV Import
Navigate to Lists > Search > Saved Searches > New Click Transactions Search Title: Enter Title Example: Open Sales Order with Line ID Filters: Select Type Type: Select Sales Order Click Set Select Main False Type: Select Yes Click Set Select Tax Line Type: Select No Click Set Select Shipping Line Type: Select No Click Set Select COGS Line Type: Select No Click Set Click Results Click Columns Field: Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Click Remove All… Continue reading Close Sales Order Line Items via CSV Import
Create dynamic CSV files from saved search
This code snippet will help you create a dynamic CSV file from the search. the search is created in NetSuite we have loaded results from NetSuite using loading search.