1. Navigate to Lists > Search > Saved Searches > New 2. Click Customer 3. Click Email 4. Send Email Alerts When Records are Created/Updated: mark Checkbox 5. Click Specific Recipients 6. Select the intended recipients of the saved search email alerts 7. In the Updated Fields subtab, specify the following: • Field: Select Custom Check Box • When Old Value is…: Leave blank or Enter F • When New Value is…: = Enter T 8. Click Save
Tag: Saved_Search
Remaining Amount of all Customer Deposits linked to a specific Sales Order record
To show the Remaining Amount of all Customer Deposits linked to a specific Sales Order record: Create a Transaction Saved Search as follows: Criteria (Use Expressions) ( Type IS Deposit Application AND Created From Fields > Sales Order IS Sales Order #xyz ) OR ( Type IS Customer Deposit AND Created From IS Sales Order #xyz ) Results Formula (Numeric) (Summary type SUM): CASE WHEN {type} = ‘Customer Deposit’ THEN {debitamount} ELSE -{creditamount} END
Inventory Status Change Saved Search
User wants to create a saved search on Inventory Status Change and expose the Previous Status and Revised Status fields. Solution Go to Lists > Search > Saved Searches > New Select Transaction Search Title: Enter Title Click Criteria Filter: Select Type Select Inventory Status Change Click Results Field: Select Internal ID Summary Type: Select Group Select Date Summary Type: Select Group Select Document Number Summary Type: Select Group Select Location Summary Type: Select Group Select Formula (Text) Formula: Enter CASE WHEN {line}=1… Continue reading Inventory Status Change Saved Search
Saved Search formula to display the currency value with a dollar sign, comma separation, and decimal points.
Attached the saved search formula Formula Currency: CASE WHEN {custrecordjj_quota_achived} IS NOT NULL AND TO_NUMBER({custrecordjj_quota_achived}) != 0 THEN ‘$’ || TO_CHAR(TO_NUMBER({custrecordjj_quota_achived}), ‘FM999,999,999.00’) ELSE ‘$0’ END
Client needs to list invoices that are associated the sales order in a single line within a transaction saved search.
Scenario: Client needs to list invoices that are associated the sales order in a single line within a transaction saved search also by summing up the quantity for specific item in the saved search. Solution: Solution Navigate to Lists > Search > Saved Searches > New Select Transaction as the search type In Criteria tab:… Continue reading Client needs to list invoices that are associated the sales order in a single line within a transaction saved search.
Quota Search via SuiteScript
Issue I’m trying to run a Quota Saved Search in SuiteScript but I’m getting SSS_INVALID_RECORD_TYPE. Now officially it’s not a supported record but I’ve never come across an issue running any Saved Search in SuiteScript. Solution To my surprise it looks like Quota is unsupported as record and search type. Even loading existing Quota saved… Continue reading Quota Search via SuiteScript
Setting Up NetSuite Saved Search Triggered Emails
Create a Saved Search Navigate to the Email subtab and Select Send Email Alerts When Records are Created/Updated. Under Email : Specific Recipients add the recipients of the email. Populate the Email : Updated Fields subtab with the fields that should trigger the alert. Navigate to Email : Customize Message to update email subject and body. Select how you want the search results sent… Continue reading Setting Up NetSuite Saved Search Triggered Emails
Search for Custom Duties applied in Item Receipt.
Requirement: User need a report that shows computation of the custom duties added to an item through Item Receipt Transaction to help better understand the breakdown of costs of inventory and a summary of landed costs. Solution A saved search can be customized to show total landed cost assigned to an item receipt transactions. Navigate… Continue reading Search for Custom Duties applied in Item Receipt.