–Go to list>search>saved search>new>transaction -Under criteria tab> standard subtab type= sales order main line= True Date is within today -Under Results tab>column subtab number, name ,amount,sales rep fields are added -Under Email tab mark send email alert when records are created/updated -Go to specific recipients tab add an employee name –Receipts from results tab add… Continue reading Customise a saved search which automatically sends email alert to sales reps when new sales order are entered
Tag: saved search
Item Saved Search to Show Sales Order Number, Internal ID and Line-Item Number for a Specific Item
Navigate to Reports> Saved Searches> All Saved Searches> NewClick ItemUnder CriteriaClick StandardFilter:Select Internal ID (Number)Internal ID (Number): Select AnyValue: Include all Internal IDs of the items included in the Sales OrderClick SetSelect TypeType: Select Sales OrderClick SetUnder ResultsClick ColumnsField:Select NameSelect Transaction Fields…Transaction Filter: Select Transaction NumberClick AddSelect Transaction Fields…Transaction Filter: Select Internal IDClick AddSelect Transaction… Continue reading Item Saved Search to Show Sales Order Number, Internal ID and Line-Item Number for a Specific Item
Saved search criteria to get the count of items in each Sales Order.
To get the count of item in each sales order using saved search. CriteriaType: Sales OrderMain Line: FalseTax Line: FalseCOGS Line: False ResultsDocument Number (Summary Type: Group)Item (Summary Type: Count) The result will show the item count in each sales order.
Saved search to find multiple address records
A summary saved search needs to be created to find the customers with multiple address records. Solution – Create a customer-saved search with the required criteria. Under the criteria tab, navigate to the ‘Summary’ subtab. Enter the following Summary type – CountField – Address Internal IDDescription – is greater than 1
Dynamic account columns using Workbook
Requirement: In the report, all columns are static in the saved search and not dynamic. The client would like to show the account columns which are related to the transactions in the report. This means that only the columns having an amount is to be shown in the report as columns. Solution: Go to Analytics… Continue reading Dynamic account columns using Workbook
Search to get item child name
Use the below formula to return only the item’s child name in a saved search. Formula(Text): ltrim(regexp_substr({name},'[^:]*$’)) For example without the formula a parent: child item will display as: Parent Item Name: Child Item Name Using the formula only the Child Item Name will display. search export:var itemSearchObj = search.create({type: “item”,filters:[[“name”,”is”,”SKTHA96976″]],columns:[search.createColumn({name: “itemid”,sort: search.Sort.ASC,label: “Name”}),search.createColumn({name: “formulatext”,formula: ” ltrim(regexp_substr({name},'[^:]*$’))”,label: “Formula (Text)”})]});
How to Create a List of Item Receipts from a Specific Vendor for a Specific Month
Need a list of Item Receipts from a Specific Vendor for a specific month. 1. Navigate to Reports > Saved Searches > All Saved Searches > New.2. Select Transaction from the list.3. In Criteria > Standard > Filter: a. Select Type = Item Receipt b. Select Created From Fields… from the dropdown and in the popup select Type. In the new popup box, choose Purchase Order c. Main Line=False d. Select Quantity from the dropdown and in the popup, select greater than and… Continue reading How to Create a List of Item Receipts from a Specific Vendor for a Specific Month
How to Generate a List of Item Receipts Created From Return Authorizations
1. Navigate to Reports> Saved Searches> All Saved Searches> New 2. Select Transaction as search type 3. Assign name on the Search Title field 4. On the Criteria tab> Standard sub tab> Filter column, set the following: a. Type is any of Item Receipt b. Formula (Text) contains Return Authorization then copy-paste this formula: {createdfrom} c. Main Line is true 5. On the Results tab> Columns sub tab, add the fields you wanted exposed on the report 6. Hit Save & Run
How to set criteria for an item saved search to show items where the back order quantity is lower than what is on order
Scenario: Create a saved search to display items having the backorder quantity is lower than what is on order Step: 1 Create an Item saved search List> searches> saved searches> New> Item Provide necessary criteria and results. In the criteria add the formula numeric field Add formula: NVL({quantityonorder},0)-NVL({quantitybackordered},0) And greater than needs to be defined.… Continue reading How to set criteria for an item saved search to show items where the back order quantity is lower than what is on order
Saved search to select transactions created in the last few seconds/minutes/hours
NetSuite provides the option to filter out the transactions created by the user in the last few seconds/minutes/hours. We can also use this method to filter out records on ‘date fields’ storing the exact time. Below is an example of a saved search to fetch the sales orders created in the last few minutes: Criteria… Continue reading Saved search to select transactions created in the last few seconds/minutes/hours