Scenario: Need to remove the memo or edit the memo field, The memo to be saved in a none editable field and only show the NEW memo entered or empty memo field if removing the memo. The saved memo should be named “Previous memo “and stamped with date and time! Solution: To create Saved Search… Continue reading How to set memo field changes in a non-editable field in Sales Order?
Tag: saved search
Saved Currency Rate Search
Navigation for Saved Currency Rate Search : Go to Lists > Accounting > Currency Exchange Rates > New. On Currency Exchange Rates, click Search. On Currency Rate Search , click Create Saved Search On Saved Currency Rate Search, add required Criteria, and Columns Save the Search
Transaction Mass Update: No Search Results Match Your Criteria when using criteria from saved search
Scenario The user would like to perform a mass update for Sales Transactions and has used a transaction saved search’s criteria to filter the records to be updated. However, when previewing results, no records are found. When running the saved search, there should be a number of records returned Solution To check: To resolve the… Continue reading Transaction Mass Update: No Search Results Match Your Criteria when using criteria from saved search
Calculate Date Difference in Saved Search if one of the Date is empty
Have been using the formula numeric to compare two dates in NetSuite via saved search. This was required in purchase order update sync.This formula is used to check whether there are any latest updates on the purchase order. After the PO update sync we will set the updated date on custom date field. The formula… Continue reading Calculate Date Difference in Saved Search if one of the Date is empty
How to avoid search result limit exceeding error in NetSuite saved search
NetSuite has a limit of 4000 results at a time for every saved search result execution (run function). If the search result returns more than 4000 results this can lead to a search limit exceeding the error.The error message will be: ‘SSS_SEARCH_FOR_EACH_LIMIT_EXCEEDED’: This error can be avoided by using a paging function for running the… Continue reading How to avoid search result limit exceeding error in NetSuite saved search
Send sales rep Email with Attachment via Scheduled Workflow
Create Custom Entity Field to act as a flag in Saved Customer Search Results Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label: Enter LabelExample: SalesRep Statement Email Type: Select Check Box Store Value: Enter Checkmark Navigate to Applies To Customer: Enter Checkmark Click Display Subtab: Select Main Click Save Create Saved Customer Search with Open Balances Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter TitleExample: SalesRep Statement Email Click Criteria Click Standard Filter: Select SalesRep Statement Email (Custom) Customer Statement Email: Select Yes Click Set… Continue reading Send sales rep Email with Attachment via Scheduled Workflow
Function to search for the list of back ordered items
Function to search for the list of items with no sales description
Tip: Saved search by adding available filter as a formula in criteria without any value.
Concern: How to include a formula inside the criteria that will be utilized as the available filter without any value in order to display the entire results. Solution: We will be giving the formula description as “Contains” with value ” “.
How to add Memo Field in the Sublist Under Related Records Tab of Sales Order Record
1. Create Saved Search Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter Title Click Criteria Filter:Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Select Main Line Main Line: Select Yes Click Set Click Results Click Columns Field: Select Memo Click Available Filters Filter:Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.… Continue reading How to add Memo Field in the Sublist Under Related Records Tab of Sales Order Record