To filter Sales Orders in NetSuite using a formula that checks whether a given keyword appears in either the Document Number (i.e., tranid) or the PO# (i.e., otherrefnum) field, you can use a Formula (Text) filter in a saved search. Here’s how to structure it: Formula (Text) Filter CASE WHEN {tranid} LIKE ‘%keyword%’ OR {otherrefnum}… Continue reading Filtering Sales Orders by Keyword in Document Number or PO# Using Formula (Text) in NetSuite