Tag: SAVEDSEARCH

Sales Order Saved Search > Duplicate Lines are shown due to Item: Location Committed field

Scenario User wants to display all Sales Order Line Items with locations that matches the Sales Order’s Location. User created a transaction saved search which pulls up Sales Order line items. In the Results tab, user added the field Item: Location Committed. Result: The search displayed multiple lines based on the number of locations where item is available… Continue reading Sales Order Saved Search > Duplicate Lines are shown due to Item: Location Committed field

Show Discounted Items and Their Corresponding Discount in Transaction Saved Search

Scenario Create a Saved Search that will show the Items with Discounts, their corresponding Discount Item and by how much.    Solution Go to Lists > Search > Saved Searches > New Click Transaction Click Criteria Click Standard Filters: Type: is Sales Order (or Cash or Invoice) Shipping Line: is false Tax Line: is false Click Results Click Columns Click Remove All button Fields: Type Summary Type: Group… Continue reading Show Discounted Items and Their Corresponding Discount in Transaction Saved Search

Removing the Time Stamp from the Date Created Column in Saved Searches

The Date Created column displays both the creation date and time stamp. In some cases, you may not need the time component. Steps to Adjust the Date Created Column: Navigate to Saved Searches Go to Results Tab In the date created field Set the Summary Type to Group. Set the Function to Day to display… Continue reading Removing the Time Stamp from the Date Created Column in Saved Searches

Accessing Sales Rep Quota Through Saved Search in NetSuite UI

NetSuite provides several ways to access and manage sales rep data, including their assigned quotas. One effective method is using Saved Searches in the UI, which allows you to retrieve quota information for individual sales reps. While SuiteScript has limitations in accessing quota data directly, the UI offers a flexible way to do this without… Continue reading Accessing Sales Rep Quota Through Saved Search in NetSuite UI

How do we script to be able to more than 4000 rows using the forEachResult() method?

To overcome this limitation you can: Use Search.run().getRange() to iterate the full result set by range, and then iterate the results contained in each range. Use Search.runPaged(), fetch the data for each page and iterate the results. Example: var searchObj = searchObjSearch.runPaged({ pageSize:1000 }); searchObj.pageRanges.forEach(function (pageRange) { searchObj.fetch({ index:pageRange.index }) .data.forEach(function (result) { //Process each search result here }); csv.push(row);… Continue reading How do we script to be able to more than 4000 rows using the forEachResult() method?

Saved search formula to get shipped date and packed date from sales order for specific items

The goal is to retrieve the Ship Date and Packed Date for specific items within a Sales Order. The dates are tracked based on system notes that record changes in the status of each line item. Specifically, we are interested in two scenarios: Ship Date: The date when an item was marked as “Fulfilled.” Packed… Continue reading Saved search formula to get shipped date and packed date from sales order for specific items

Saved Search to Show Customers Created per Month

Scenario User would like to create a Saved Search to show number of Customer/Leads created per month. Solution Navigate to Reports > Saved Searches >New Select Customer Filter: Select Date Created  Date Created: Select Within Select This year Click Set Click Results  Filter: Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Select Formula (Numeric) Summary Type: Select Sum… Continue reading Saved Search to Show Customers Created per Month

Create Saved Search Shows Total Amount of Sales for the Last 6 months

Scenario User wants to create a Transaction Saved Search that shows the total amount of sales created for a customer in a 6, 12, and 18 month period. Solution Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter Title Example: Total Amount of Sales Orders per Customer Click Criteria tab Click Standard subtab Filter: Note: For every required field use the drop-down menu to… Continue reading Create Saved Search Shows Total Amount of Sales for the Last 6 months

Enabling Multi-Row Results for Email Alerts in Saved Search

Normally, each saved search alert email includes only one row, because the search is filtered by the triggering record. However, certain searches, such as those with results fields from one-to-many joins, or transaction searches, can return multiple rows for each triggering record. In this case, you can include multiple matching rows in each alert email… Continue reading Enabling Multi-Row Results for Email Alerts in Saved Search