Create a Saved Search That Shows All Items Applied on a Sales Order and Estimate Record

Source out all items that is applied on an Estimate and Sales Order Record.

1. Navigate to Lists > Search > Saved Search
2. Click Transaction
3. Search Title: Enter Title
4. Click Criteria
   1. Use Expressions: Enter Checkmark
5. Click Standard
   Note: Use Parens and And/Or as indicated.
6. Filter:
   Note: For every required filter use the drop-down menu to select it and once adjusted click Add if needed.
   1. Select Main Line
      1. Parens: Select (
      2. Select: is false
      3. And/Or: Select And
   2. Select Tax Line
      1. Select: is false
      2. Parens: Select )
      3. And/Or: Select And
   3. Select Type
      1. Parens: Select ((
      2. Type: Select any of
         1. Select Estimate
      3. And/Or: Select And
   4. Select Status
      1. Type: Select none of
      2. Select: Estimate: Processed
      3. Parens: Select )
      4. And/Or: Select Or
   5. Select Type
      1. Parens: Select (
      2. Type: Select any of
         1. Select Sales Order
      3. And/Or: Select And
   6. Select Created From Field…
      1. Select: Type
         1. Select Quote
      2. Parens: Select ))
7. Click Results
8. Click Columns
9. Field:
   Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
   • Select Formula (Text)
   1. Formula: Enter ‘case when {type}=’Sales Order’ then ‘<a href=”https://(accountID).app.netsuite.com/app/accounting/transactions/transaction.nl?id=’||{createdfrom}||’&e=T”>Edit</a> | <a href=”https://(accountID).app.netsuite.com/app/accounting/transactions/transaction.nl?id=’||{createdfrom}||'”>View</a>’ else ‘<a href=”https://(accountID).app.netsuite.com/app/accounting/transactions/transaction.nl?id=’||{internalid}||’&e=T”>Edit</a> | <a href=”https://(accountID).app.netsuite.com/app/accounting/transactions/transaction.nl?id=’||{internalid}||'”>View</a>’ end’
      Note: Replace the accountID with your own.
   2. Click Add
   • Custom Label: Enter Estimate Record
   • Select Formula (Text)
   1. Formula: Enter ‘case when {type}=’Sales Order’ or {type}=’Cash Sale’ then {createdfrom} else {number} end’
   2. Click Add
   • Custom Label: Enter Estimate 
   • Select Item
   • Select Amount
   • Select Formula (Text)
   1. Formula: Enter ‘case when{type}=’Sales Order’ or {type}=’Cash Sale’ then {number} end‘
   2. Click Add
   3. Custom Label: Enter Applying Transaction
   4. Click Add
10. Click Save & Run