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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
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Check out this thread to learn more!
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
NSC|How to Create a Transaction Saved Search for Sales Order and their Invoices related to Projects?
Scenario:
NetSuite User wants to generate a list of Sales Orders related to project and wants to know if there are any Invoices related to it.
Solution:
1.) Navigate to Lists > Search > Saved Searches > New
2.) Select Transaction
3.) In the Criteria tab, add:
Type = Sales Orders
Date = Select a Date Range (Optional)
Project Fields...Name/ID = set to not empty
4.) Under the Results tab, you can add the following to the existing ones:
Project Fields....Customer - Customer name without project
Project Fields....Name - Project Name
Billing Transaction - Will show the Invoice #
Billing Transactions fields....Amount - Invoice Amount
(You can also rename these fields)
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