User is creating a transaction saved search of dropship Sales Orders. In the criteria, the Type should be Sales order The ‘Applying Link Type’ should be Drop Shipment In the results tab, Click Applied to Transaction Fields… > Select Type Click Applied to Transaction Fields… > Select Document Number
Tag: saved searches
Utilize NetSuite Saved Searches for Automated Email Notifications
How To Schedule Email on a Saved Search: Go to Lists > Searches > Saved Searches. Select the desired saved search you want to schedule email on and click Edit. On the saved search page, click on Email subtab. On the email subtab, click the Send Emails According to Schedule checkbox. Note: After checking the box, the system will automatically enable both… Continue reading Utilize NetSuite Saved Searches for Automated Email Notifications
Saved search to show price list per unit price for items purchased by customer
Scenario To create a saved search that will generate a price list per unit price for all items purchased by a customer Solution 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Click Transaction 3. Rename the Search Title 4. Click Criteria tab 5. Click Standard 6. Filter: a. Type: Select Sales Order, Return Authorization b. Item Fields…Type: Select Service, Other Charge, Non-inventory Item, Kit/Package, Assembly/Bill of Materials, Inventory Item c. Account Type: Select Income… Continue reading Saved search to show price list per unit price for items purchased by customer
Using IN operator along with formula text in search filter
When “anyof” operator is not available in search criteria then IN operator can be used as following: let lineUniqKey = [“48662″,”48663″,”48664″,”48665”]; let uniqKeyIfMapping = {}; // Object to store the mapping of lineUniqKey to IF number let inClauseValues = lineUniqKey.map(value => `’${value}’`).join(“,”); // Convert array to IN clause string let filters = [ [ [“type”,… Continue reading Using IN operator along with formula text in search filter
To split the Saved search Revenue column by account
Hi Team, BGGN client requested to split the revenue column into “Sales Revenue” and “Other Revenue.” After investigating the available options, we found that column splitting is a feature supported only in the Financial Report Builder. Since the Custom Customer Profitability Summary – Alfred report is not created within this builder, the column-splitting functionality is… Continue reading To split the Saved search Revenue column by account
How To Schedule Email on a Saved Search:
Go to Lists > Searches > Saved Searches. Select the desired saved search you want to schedule email on and click Edit. On the saved search page, click on Email subtab. On the email subtab, click the Send Emails According to Schedule checkbox. Note: After checking the box, the system will automatically enable both the ‘Summarize Scheduled Emails’ and ‘Send If No Results’ options by default.… Continue reading How To Schedule Email on a Saved Search:
Summary of Opportunity Search Results: Latest Activities Details of Each Opportunity
To Include key Opportunity information along with details of the latest activity, such as Activity Date, Activity Type, Activity title in the search result. Result Tab Columns: Activity: Date Activity Type Activity Owner Activity Title Additional necessary columns for key opportunity information Summary Type: Set summary type for Activity: Date, Activity Type, Activity Owner, and… Continue reading Summary of Opportunity Search Results: Latest Activities Details of Each Opportunity
Permissions for Searches
Five Lists type permissions determine your ability to run, export, and email searches, and to create, run, export, email, and share saved searches: Perform Search – This permission has two possible levels, View and Full. If you have View level for the Perform Search permission, you can run searches and saved searches, for record types to… Continue reading Permissions for Searches
NetSuite Tips & Tricks
Saved Searches and Reports When viewing NetSuite reports (not saved searches) use the following shortcuts on your keyboard: Use Page Up to navigate to the previous page within a report. Use Page Down to move to the next page of a report. Press Home to quickly access the first page of a report. Press End… Continue reading NetSuite Tips & Tricks
Filter search data based on the logged in employee record field value
The requirement is to filter the data returned from a saved search based on the custom field inside the employee record of the currently logged-in NetSuite user(employee). For this, the logged-in user ID must be fetched using the N/runtime module. I am passing the user internal ID as a global variable ‘userID’. Sample code for… Continue reading Filter search data based on the logged in employee record field value