Tag: saved seach

To retrieve the serial numbers from the corresponding Item Fulfillment record using a transaction saved search

To retrieve the serial numbers from the corresponding Item Fulfillment record using a transaction saved search. Navigate to Lists > Search > Saved Search > New. Select transaction search Under criteria, provide the following conditions: Type – Sales Order Date – (As per client request) COGS Line – False Tax Line – False Shipping Line… Continue reading To retrieve the serial numbers from the corresponding Item Fulfillment record using a transaction saved search

Create a transaction saved search to fetch the document number of invoice and IF

1. Navigate to List > Search > Saved Searches > New 2. Click Transaction 3. Search Title: Enter Title 4. Click Criteria tab Select Type as ‘Sales Order’ 5.In the Results tab, Select Formula(Numeric) Formula: CASE WHEN {applyingtransaction.type} = ‘Invoice’   THEN {applyingtransaction.number}   ELSE NULL END Provide label as Invoice# To get invoice date, Select Formula(Numeric) Formula: CASE… Continue reading Create a transaction saved search to fetch the document number of invoice and IF

Using a Transaction Saved Search create a Cash Sale Only Profitability Report.

1. Navigate to Lists > Search > Saved Searches > New 2. Choose Search Type = Transaction 3. On the Search Title field input the Name you preferred 4. Then go to Criteria tab > Standard subtab > Filter > Add the following: Type = is Cash Sales Main Line = False Tax Line =… Continue reading Using a Transaction Saved Search create a Cash Sale Only Profitability Report.

Add filter to saved search using debug console

In certain scenarios, a large volume of data may need to be passed into search filters—for example, numerous internal IDs or a high number of items in a saved search. In such cases, filters can be added directly through the debug console. require([‘N/search’], function (search) { let filterArray = [];//Array containing filter values.   var… Continue reading Add filter to saved search using debug console

Amounts Are Showing Either Negative or Positive on the Saved Search Results

Applies To Product: NetSuite 2020.2 Scenario When working on a Transaction Saved Search, users may sometimes see negative amounts. Solution For amounts to show as negative on a Saved Search results, the nature of the account impacted as well as the impact of the transaction being pulled up have to be considered. When the impact of… Continue reading Amounts Are Showing Either Negative or Positive on the Saved Search Results

Enabling Saved Search Scheduled Email

You can define a schedule to automatically email the results of a saved search to yourself and other users, on a specific date, or at regularly recurring intervals. Scheduled email is a great option for saved searches that take a long time to run. In addition, for exceptionally long searches, you may consider persisting search… Continue reading Enabling Saved Search Scheduled Email

List of Sales Order where Invoices were Already Paid but no Item Fulfillment was made yet

1. Navigate to Transactions > Management > Saved Searches > New 2. Pull up Transaction search 3. On the Criteria tab > add the following:    Billing Transaction fields… > Type = Invoice   Type = is Sales Order   Applying Transaction: Type = is any of Cash Sale, Invoice, Item Fulfillment   Tax Line = is false   Shipping Line = is false   Status = is Sales Order: Pending… Continue reading List of Sales Order where Invoices were Already Paid but no Item Fulfillment was made yet

Create a Saved Search to pull up Total Component Quantity Usage per Month on Assembly Builds

The most convenient way to generate the required data is through a Transaction Saved Search. Here are the steps: 1. Navigate to Reports>Saved Searches>All Saved Searches>New 2. Select Search Type = Transaction 3. Enter the desired title of the search under the Search Title field 4. Navigate to Criteria tab>Standard subtab>Filter column and add the following filters: a. Type = is Assembly Build b. Formula (Numeric) | Formula: Case when {linesequencenumber} = 0 then 1… Continue reading Create a Saved Search to pull up Total Component Quantity Usage per Month on Assembly Builds

SuiteScript 2.0 > Client Script > Display a Saved Search’s result in a popup alert dialog using inline-HTML-created table

Scenario User/Customer wants to display a saved search’s result in a popup dialog alert for a quick reference, depending on their business use case. Additionally, an inline-HTML-created table will be used in containing the search results for better display.  Solution Below is a sample script for displaying the popup dialog alert, triggered on pageInit function. The… Continue reading SuiteScript 2.0 > Client Script > Display a Saved Search’s result in a popup alert dialog using inline-HTML-created table