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.
Tag: saved seach
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
Saved Search: Transfer Order Indicating Location To and From, Quantity Received and Fulfilled and Employee
Scenario Saved Search: Transfer Order indicating Location To and From, Quantity Received and Fulfilled and Employee Solution Navigate to Lists > Search > Saved Searches > New. Select Transaction. Set the Search Title. Under the Criteria tab > Standard sub tab > Add: — Type is Transfer Order — Main Line is false (no) Note: You may add more Criteria, as needed. Under the Results tab > Sort by: Date = Descending is True > Columns sub tab > click Remove All button >… Continue reading Saved Search: Transfer Order Indicating Location To and From, Quantity Received and Fulfilled and Employee
Selecting an Existing Saved Search as a Custom View
An administrator or another user with the Publish Search permission can make an existing saved search available as a list view, a sublist view, and a dashboard view. This enables you to select this search from a View dropdown list to customize your view, instead of clicking Customize View and creating your own. If a… Continue reading Selecting an Existing Saved Search as a Custom View
Step-by-Step Guide to Create a Saved Search to view CSV Imported records
Here is a step-by-step guide to create a saved search to view imported files with example: 1.Start a New Saved Search: Go to Reports > Saved Searches > All Saved Searches > New. Select the type of record you imported, such as Customer, Item, Transaction, or other relevant record types. 2. Define Filter Criteria: In… Continue reading Step-by-Step Guide to Create a Saved Search to view CSV Imported records