Requirement – The purpose of this saved search is to run a report on all our contacts and bring in their spend in the past 12 months. The search should display the primary contact of the customer if there is no contact added in the invoice. Solution – Create an invoice saved search including the… Continue reading Saved search to get the contacts of the customer from an invoice.
Tag: saved search
Export Search Result and Sync in SFTP Proposal
Proposal summary Export Saved Search result into 3rd party storage Requirement There will be different saved searches already created in NetSuite. This should be exported to a third party storage (like SFTP server or Sharepoint) in a predefined Date Format Our Solution There will be a custom record named ‘Saved Search Export’. This custom record… Continue reading Export Search Result and Sync in SFTP Proposal
Search Exception – Employee center
We cannot perform an Employee saved search or lookup in the Employee center as the employee center has no permission to do the same. While deploying a script to every role which includes employee lookup/employee search we need to give a proper exception to handle it otherwise it results in an JS_EXCEPTION
Display Item fulfillment shipped status date in the saved search result
Formula (Date): case when {systemnotes.newvalue} = ‘Shipped’ then {systemnotes.date} else NULL end
Highlight Saved search result
Highlight Saved search result
NetSuite search and features
NetSuite searches – the steps to create, publish and add filters in the saved searches.
Saved search opens a PDF.
Opens a print of the purchase history of different customers and their variations.