1. Navigate to Lists > Search > Saved Searches > New> Transaction. 2. On the Criteria tab > Standard subtab add the following filters: Type = is Sales Order Billing Schedule = specify billing schedules. 3. On the Results tab > Columns subtab add the following fields: Number > Summary type = Group Name > Summary type = Group Account > Summary type =… Continue reading Sales Order Saved Search that Shows Billing Schedule and Revenue Recognition
Tag: Transaction search
Create a Saved Search to pull up Total Component Quantity Usage per Month on Assembly Builds
The most convenient way to generate the required data is through a Transaction Saved Search. Here are the steps: 1. Navigate to Reports>Saved Searches>All Saved Searches>New 2. Select Search Type = Transaction 3. Enter the desired title of the search under the Search Title field 4. Navigate to Criteria tab>Standard subtab>Filter column and add the following filters: a. Type = is Assembly Build b. Formula (Numeric) | Formula: Case when {linesequencenumber} = 0 then 1… Continue reading Create a Saved Search to pull up Total Component Quantity Usage per Month on Assembly Builds
Salesrep role in transaction saved search
In order to retreive the role of sales rep from employee record for a transaction search, the exact join would be difficult to get. Try like {salesrep.role} or {salesrep.roleid} . This may or maynot be as in your NetSuite. Such fields are not available under the drop down list . Sample: Under results tab of… Continue reading Salesrep role in transaction saved search
Display parent and child name of chart of accounts separately in transaction search
For example, if we have to find account names separately for journal entry transactions do the following, Goto Reports -> Saved Search -> New, Select Transaction Choose the type of transaction as – Journal under criteria subtab Under results subtab, For parent account, Select Formula(Text) as field and in formula section – CASE WHEN INSTR({account.name},’… Continue reading Display parent and child name of chart of accounts separately in transaction search
Negative Quantity in Transaction Saved Search
There are times when the Quantity and Amount of a specific item in a Transaction Saved Search shows a Negative value, even if you are expecting it to show as positive The most common reason is: the GL accounts are reversed under the Item Record’s Accounting tab. The normal account used for Item Accounts should be… Continue reading Negative Quantity in Transaction Saved Search
Sales order search not showing correct value of Total Amount, Tax Total, Sub Total
Jira Code : BGGN-630 Description We need to fetch the values marked in the below screen shot in the Sales order but it is showing wrong values Solution To get correct values from the Search, set the CONSOLIDATED EXCHANGE RATE as NONE
How to display Employee Name in Transaction Saved Search for Purchase Order
Description Transaction Saved Search for Purchase Order transactions results in null value shown when a join field Employee: Name is used in Results. The following method displays the way to fetch the Employee name in the transaction saved search for Purchase order. Solution To resolve, adjust the search and instead of Employee: Name join field use the… Continue reading How to display Employee Name in Transaction Saved Search for Purchase Order
How to get the “Next Approver” field in transaction search System Note fields
On Saved Transaction Searches, the System Notes Field Next Approver is not yet available on the list of Fields Available for Use as a Search Criteria. As an alternate solution, a Formula (Text) with Description = contains Next Approver; and Formula = {systemnotes.field} may be used. However, this is an enhancement – 417924.