Define the Purpose of the Search Before creating a saved search, it is essential to define the purpose of the search. What is the information you are looking for? What are the fields and filters you need to include in the search? Defining the purpose of the search will help you create a more accurate… Continue reading Best Practices While Creating Saved Search
Tag: saved search
Display Orders Due within the Next 4 Weeks
Requirement: Create a report in NetSuite that displays orders that are due within the next 4 weeks. This feature will help users easily identify and track orders that have upcoming due dates. Solution: Go to Lists -> Saved Searches -> Saved Searches -> New. On the New Saved Search page, select “Transaction” as the search… Continue reading Display Orders Due within the Next 4 Weeks
Search performance analysis and details
Search Performance Analysis refers to a feature or tool that allows to analyze and optimize the performance of searches within NetSuite account. It shows the search name, id, search type, execution time, users and performance. To view the search performance analysis, navigate through, Customization > Performance > Search Performance Analysis Search Performance Details refers to… Continue reading Search performance analysis and details
Efficient and Scalable Mapping Solution for Purchase Order Item Lines to Item Receipt Order Lines
Mapping purchase order item lines to item receipt order lines is a crucial task for businesses, especially when it comes to obtaining the required serial lot numbers for integration with systems like BlueScope. While loading records in scripting may not be recommended for mass data processing, there are alternative solutions available that are both efficient… Continue reading Efficient and Scalable Mapping Solution for Purchase Order Item Lines to Item Receipt Order Lines
Differentiating Kit Items and Components in Transaction Search and Packing Slip PDF
Problem:When generating a consolidated packing slip PDF based on transaction search results, it is desired to only list the Kit items. However, the components are also currently displayed in the Item fulfilment transaction search results, causing confusion. It is important to distinguish between the kit items and their components to ensure accurate packing slips and… Continue reading Differentiating Kit Items and Components in Transaction Search and Packing Slip PDF
What is the solution when custom role is unable to view Role Saved Search that is set to public ?
Scenario The user with custom role is selected in Roles in Audience subtab of the search, but the is unable to view the role saved search that is set to public. Solution Navigate to Setup > Users/Roles > Manage Roles Custom Role: Click Edit Click Permissions Click Setup Permission: Select Bulk Manage Roles Level: Select Full Click Add Click Save
Using the FIRST_VALUE Function in NetSuite Saved Search
Overview: The FIRST_VALUE function in NetSuite’s Saved Search feature allows you to retrieve the first non-NULL value from a specified set of values. This article explains how to use the FIRST_VALUE function in a Saved Search. FIRST_VALUE: This is an analytical function in NetSuite that returns the first value in a specified set of values.… Continue reading Using the FIRST_VALUE Function in NetSuite Saved Search
Calculating Cumulative Sum with Partitioning
This article explains how to calculate a cumulative sum with partitioning in Saved Search Formula. The provided formula demonstrates how to achieve this using the SUM function along with the OVER clause. By partitioning the data based on specific columns, such as the month of a date and a sales representative, the cumulative sum can… Continue reading Calculating Cumulative Sum with Partitioning
Use of Billing Transaction in Saved Searches.
The “Billing Transaction” field in saved searches can be used to link transactions to their corresponding invoices. This field contains the internal ID of the invoice that is associated with a particular transaction. For example, in a saved search for sales orders, the “Billing Transaction” field can be used to retrieve details of the corresponding… Continue reading Use of Billing Transaction in Saved Searches.
Currency exchange rate saved search
This article summarizes the creation of the currency exchange rates saved search without showing duplicate rates in the result. We can create a currency exchange rate saved search from the currency exchange rate page. When creating a saved search for currency exchange rates, it will show multiple lines for the exchange rates of the same… Continue reading Currency exchange rate saved search