Scenario How to remove duplicate Transfer Order Lines in Transfer Order saved search Solution Click Edit to modify the Search Click Criteria tab Click Standard sub tab(add these criteria’s) Main Line = False Tax Line = False Shipping Line= False COGS Line= False Transaction line type = is Item Click Save or Save & Run button
Tag: saved search
User needs to redirect to item record from the transaction saved search.
Scenario: A formula can be used to add hyperlink to your Saved Transaction Searches which directs users to the Item record. Solution: Go to Reports > Saved Searches > All Saved Searches > New. Select Transaction. Click the Results tab.Add a Formula (Text) to the Search columns.Enter this as the formula: ‘<a href="https://.app.netsuite.com/app/common/item/item.nl?id=’ || {item.internalid}… Continue reading User needs to redirect to item record from the transaction saved search.
Search Criteria – To get the data that were edited or created within 24 hours
Saved search formula to fetch the record data that were created or edited within the last 24 hours. Based on the updates that appeared in the “System notes,” the data for this saved search is fetched. provide these criteria in the ‘Formula text‘ CASE WHEN ({systemnotes.date}>= {today}-1 ) THEN ‘SYS_NOTE’ WHEN ({datecreated}>= {today}-1 ) THEN… Continue reading Search Criteria – To get the data that were edited or created within 24 hours
How to get related fields of another record while creating a transaction saved search?
For an example, while creating an invoice search the required columns includes some fields incustomer record. The code shows, how to join customer record fields to invoice search.
Report and Saved Search
Report Saved Search 1 Standard reports for visibility into all areasof your business Filter and match data to answer all sorts ofbusiness questions 2 Easy-to-read, polished format Create custom list of real-time results,based on criteria and filters 3 100’s of pre-built standards reports Use it for yourself or others, as a list, aportlet or as… Continue reading Report and Saved Search
Saved search to get items based on tax schedule
Create an item search and give the criteria type as inventory item. Give condition for tax schedule.tax schedule will be available from item record Accounting > TAX SCHEDULE.
KPI on dashboard shows no values for the saved searches when run by a sales role.
Scenario: User is unable to get any results of saved search on KPI when using a sales role. Solution: This can be done by enabling core administrative permissions to the sales role. Enable Core Administrative Permissions on the Sales Role Navigate to Setup > Users/Roles > Manage Roles Sales Role: Click Edit Core Administrative Permissions: Enter Checkmark Click Save Note: By assigning Core Administration Permissions to a… Continue reading KPI on dashboard shows no values for the saved searches when run by a sales role.
Getting transactions between two trandate
/** * Fetch transactions created between two dates * @since 2015.2 */function getTransaction () { try { var transactionSearchObj = search.create({ type: “transaction”, filters: [ [“type”, “anyof”, “CustCred”, “CustInvc”], “AND”, [“mainline”, “is”, “F”], “AND”, [“shipping”, “is”, “F”], “AND”, [“cogs”, “is”, “F”] ], columns: [ search.createColumn({ name: “custbody_eb_channel”, summary: “GROUP”, label: “Channel” }), search.createColumn({ name: “formulacurrency”,… Continue reading Getting transactions between two trandate
Sequence Number column for a summarized saved search
Rank a search result by the sum of amount, grouped by item. Solution: As you are aggregating the results (MIN, MAX, SUM etc) you also need to aggregate the expression in the ORDER BY clause, so that the results returned by the ROW_NUMBER() function match up with the summarized results of the rest of the saved search. All you would… Continue reading Sequence Number column for a summarized saved search
Display Row Numbers in Saved Search Results
1. Navigate to Lists > Search > Saved Searches > New. 2. Select the Search type. (e.g. Transaction).3. Enter a search name in the SEARCH TITLE field.4. Under the Criteria tab, enter the preferred filters.5. Under the Results tab, enter the preferred fields and include the following: Formula (Numeric) field > Under the FORMULA column enter rownum. Note: Select the Formula (Numeric) row and move it to the top by clicking the Move To Top button. 6. In the SORT BY field select Formula (Numeric) –… Continue reading Display Row Numbers in Saved Search Results