When testing saved searches in NetSuite, it’s essential to verify accuracy, performance, and usability to ensure they meet business requirements. Here’s a guide on what to consider:
1. Criteria and Filters
- Filter Accuracy: Ensure filters are correctly defined to include and exclude data as expected. Verify that the criteria reflect business logic accurately.
- Date Ranges and Dynamic Filters: Test any date-based filters (e.g., “last month,” “next quarter”) to confirm they work as expected, especially if they’re dynamic.
- Multiple Filters: Test combinations of multiple filters to confirm that they interact correctly without unintended exclusions.
2. Results and Columns
- Data Accuracy: Verify that the data displayed in each column is correct and corresponds to the search criteria.
- Column Customization: Check that columns are correctly labelled and ordered. Ensure any custom formulas or calculated fields show expected values.
- Summary and Grouping: If using summary types (e.g., totals, averages), validate that they are correct and grouped as needed.
3. Formulas and Custom Calculations
- Formula Accuracy: Test any custom formulas to make sure they calculate values correctly, considering all possible variations in data.
- Field Dependencies: Confirm that formula fields display data accurately and don’t cause errors or blank results due to missing dependencies.
4. Access and Permissions
- Role-based Access: Ensure that saved search visibility aligns with user permissions. Test access for different user roles to confirm that restricted data remains hidden as necessary.
- Edit and View Access: Verify that only authorized users can edit or view specific saved searches, especially if they contain sensitive data.
5. Performance and Load
- Query Speed: Test the search performance, especially with large data sets, to ensure it loads within a reasonable time.
- Load Testing: For frequently used saved searches, test with multiple users or higher data volumes to identify performance bottlenecks.
6. Alerts and Notifications
- Automated Alerts: If the saved search has email alerts or reminders, check that notifications are sent to the correct users and on schedule.
- Notification Content: Ensure that email templates and alert content accurately represent the saved search results.
7. Export and Formatting
- Export Functionality: Test exporting results to formats like CSV, Excel, or PDF, and confirm that all data exports correctly with proper formatting.
- Formatting Consistency: Check that formatting remains consistent across different views (NetSuite UI, email notifications, and exports).
8. Testing Edge Cases
- Handling Empty or Null Results: Test how the saved search handles records with missing or empty fields.
- Unexpected Data Inputs: Verify that the search still functions as expected with unusual data, such as very large numbers, special characters, or unexpected date formats.
9. Audit and Logging
- Search History and Usage Tracking: For critical saved searches, track usage to identify issues with data accuracy or performance. Ensure any updates are documented for audit purposes.
10. User Experience and Display
- Ease of Use: Ensure the saved search layout is user-friendly, with intuitive filters and relevant columns.
- Mobile Accessibility: If the saved search will be viewed on mobile devices, confirm it displays correctly on smaller screens.