The Aging Report Saved Search can be verified based on the location and division by adding available filter for location and division in the transaction join field, since it is an Item Saved Search. The available filter is added as shown below. Then the user will be able to choose the Division and Location based… Continue reading Customize the Aging Report Saved Search based on Location and Division
Tag: item saved search
Fetch the related item in an Item Record to the Item Saved Search.
How to fetch a related item added in the Web Store subtab of an item record to the result tab of the Item Saved Search? The ability to show the Related Items of an item record in an Item Saved Search is not yet available in the standard NetSuite account. This is currently an enhancement… Continue reading Fetch the related item in an Item Record to the Item Saved Search.
How to distingush between normal item and Matrix child item in a saved search?
To distingush between normal item and matrix child item, we can use Formula(Numeric) field in the result tab of item saved search. Before applying this formula, we need to display the ‘parent’ field in the result tab. Then on saving the search we will get the results i.e 4 and 1 accordingly.
Display the full content of a custom field in the saved search result
As a standard, the saved search will not display all the content of the long text field. Solution: Change the field type for the existing field from Long Text to Text Area.Please note that changing the field type may cause in the removal of existing content.Take a backup of the field details if possible.ORCreate a… Continue reading Display the full content of a custom field in the saved search result
Item Saved Search to Show Sales Order Number, Internal ID and Line-Item Number for a Specific Item
Navigate to Reports> Saved Searches> All Saved Searches> NewClick ItemUnder CriteriaClick StandardFilter:Select Internal ID (Number)Internal ID (Number): Select AnyValue: Include all Internal IDs of the items included in the Sales OrderClick SetSelect TypeType: Select Sales OrderClick SetUnder ResultsClick ColumnsField:Select NameSelect Transaction Fields…Transaction Filter: Select Transaction NumberClick AddSelect Transaction Fields…Transaction Filter: Select Internal IDClick AddSelect Transaction… Continue reading Item Saved Search to Show Sales Order Number, Internal ID and Line-Item Number for a Specific Item
Item search to show the preferred vendor and it’s purchase price
There will be multiple line associated with item saved search when the feature Multiple Vendors = T. To limit the Search results only to the Preferred Vendor’s Purchase Price, please follow the steps below: Create a saved search for item on the criteria tab select the type of item Formula (Numeric) > Formula: case when {vendor}… Continue reading Item search to show the preferred vendor and it’s purchase price
Saved Search to identify Locations without any Stock
Background: User needs a saved search to get the locations which have NO Quantity On Hand and NO Quantity On Order so that they can Inactive this location. Solution: Create an Item Search Criteria: Standard Inventory Location: Inactive Criteria: Summary Summary Type: Maximum Field: Formula (Numeric) Description: is 0 Formula: CASE WHEN {locationquantityonhand}=0 OR {locationquantityonhand}… Continue reading Saved Search to identify Locations without any Stock
Set Multiple Item Names as a criteria filter in an Item Saved Search
Set Multiple Item Names as a criteria filter in an Item Saved Search Navigate to Reports> Saved Searches> All Saved Searches> New 2. Select Item as Search Type 3. Assign a name on the Search Title field 4. On the Criteria tab > Standard sub tab> Filter column, add the following: a. Formula (Numeric) is equal to 1 then b. Formula = Case when {name}=’XXXX’ OR {name}=’XXXX’ then 1 else 0 end… Continue reading Set Multiple Item Names as a criteria filter in an Item Saved Search