For auditing purposes, the client has requested a tracking of purchase bills that were initially booked during December 2022 and subsequently settled in the following year, 2023. This entails identifying bills that were open in the 2022 calendar year and paid in 2023. Solution Go to List > search> saved search > Transaction Enter name… Continue reading How to get the last year Purchase Bill and payed in next year
Tag: transaction saved search
Creating a custom field that pulls results from a saved search in NetSuite
First, we need to create a saved search that the field uses for the results. And then we will create a custom transaction body field on a Sales Order to show the total of quantity of all the items that is on that Sales Order. To create a saved search, we navigate to List> Search>… Continue reading Creating a custom field that pulls results from a saved search in NetSuite
Common Instructions for Generating a Transaction Saved Search for Open Item Lines
This article will guide you through the common instructions to consider when generating a Transaction saved search specifically for open item lines in NetSuite. Transaction Type: To focus the search on open item lines, it’s crucial to filter by transaction type. Include only the relevant transaction types such as sales orders, purchase orders, or invoices.… Continue reading Common Instructions for Generating a Transaction Saved Search for Open Item Lines
Saved Search to Get the Percentage of Fulfilled Quantity Out of Ordered Quantity
1. Navigate to Lists > Search > Saved Searches > New > Select Transaction. 2. Under Criteria tab, set the following:Type is Sales OrderDate is (specify a specific period)Main Line is falseTax Line is falseCOGS Line is falseShipping Line is false 3. Under Results tab, set the following: Document NumberNameQuantityQuantity Fulfilled/ReceivedFormula (Percent) > Formula = nvl({quantityshiprecv},0)/nullif(nvl({quantity},0),0)4. Enter a Search Title.5. Hit Save & Run.
Customise a saved search which automatically sends email alert to sales reps when new sales order are entered
–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
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
Transaction Saved Search to Display List of Transactions with a Specific Number of Lines
To create a saved search to show a list of transactions, for example Purchase Orders, with only one line or any specific number of lines, follow the steps below: Navigate to Lists > Search > Saved Searches > New. Select Transaction as the Search Type. On the Criteria tab > Standard subtab, enter a filter for Type = Purchase Order. On the Criteria tab > Summary subtab, enter… Continue reading Transaction Saved Search to Display List of Transactions with a Specific Number of Lines
Duplicate Transfer Order Lines in saved search
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
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
Edit Link in Saved Search
The Edit Link is not available for Bin transfer, Item Receipt, packing Slip, Inventory Adjustment and Inventory Transfer if their accounting period is closed. Go to Setup -> Accounting -> Manage Accounting Periods Edit link can be only enabled for these transactions by checking the ALLOW NON-G/L CHANGES in the Manage Accounting periods page. Then… Continue reading Edit Link in Saved Search