The formula to remove the commas (for 1000 separation) in the amount/currency type fields can not be applied for text fields. For the text fields, the replace function can be used to remove the comma. REPLACE({amount},’,’, ”)
Tag: saved search
Remove Comma from the Amount and Quantity fields in the saved search
In the amount and quantity field in the saved search results, there will be a comma separation for values that is greater than 1000 (Ex: 2,245). To avoid these commas, we can use the TRIM function. TRIM(‘,’ FROM {amount}) When using the TRIM function, the decimal part will be removed if it is .00. So… Continue reading Remove Comma from the Amount and Quantity fields in the saved search
Saved Search-Available filters
Create a Save Search Provide the required criteria On the results tab, add required columns On Available Filters, add the required filters Save the search. Filters display on top of search results.
Create AR Aging Report & AR Aging Detail Report using Saved Search
Create AR Aging Report & AR Aging Detail Report using Saved Search
Send Email Alert using Transaction Saved Search when Order Status Changes
The user creates a Transaction Saved Search to send an email alert that is triggered whenever there is a change in the sales order status. However, the user has customized its order Status names and the email alert needs to send. The system still respects the standard name of the status of the Order (Pending Fulfillment/Pending Approval/Pending Billing), regardless of… Continue reading Send Email Alert using Transaction Saved Search when Order Status Changes
How to get a contact from a contact search by editing the phone number in the url
Changing the phone number in the saved search link(URL), provides the accurate result as per the Contact(s) with the corresponding Phone number. This can be done by adding phone number as an available filter while creating the saved search. Then we can fetch the required contact information just by changing the phone number in the… Continue reading How to get a contact from a contact search by editing the phone number in the url
Not Able to see the Audit Trial of Saved searches
The user is not able to see any changes in the Audit Trial subtab in the saved searches even if there are changes made to the saved search. One possible reason for this one will be the lack of enough permission. Users need to have the Administrator role or the Unrestricted Analytics Audit Trail permission… Continue reading Not Able to see the Audit Trial of Saved searches
Popup Window From a Saved Search
Scenario: Is there any way to have the search result pop instead of opening a new tab every time it is triggered? The user is opening dozens of tabs open in a very short time. The end result is to have a contact opened and the contact history opened as an Inbound Call so the… Continue reading Popup Window From a Saved Search
How to view open balance transactions in journal entries
User will be able to pull up the transactions thatwere created via Setup > Accounting> Enter Opening Balances by performing the following steps: 1. Navigate to Lists > Search > SavedSearches > New > Transaction 2. Enter the following filters under the Criteriatab > Standard sub tab: Type = Journal Memorized = is False Document Number = is not empty Memo = is Opening… Continue reading How to view open balance transactions in journal entries
How to get list of saved searches in your account that currently contain HTML code in Formula(Text) fields.
For getting the HTML code with Formula text field, go to Lists > Search > Saved Searches with HTML in Formula (Text). Note: If you have customized your NetSuite center to remove or rename the Lists tab from the navigation menu, you may not see the Saved Searches with HTML in Formula (Text) list. To access… Continue reading How to get list of saved searches in your account that currently contain HTML code in Formula(Text) fields.