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NSC | Saved Search that will identify when an Address is added to a Customer record

in Accounting / ERP

Scenario

User wanted to identify when an Address was added to a Customer record and unsure how to create a report. They need the data for an audit trail showing who added an address, when, and what changed.

Solution

  1. Login as Administrator
  2. NetSuite: Go to Lists > Search > Saved Searches > New
  3. NetSuite Next: Click Explore (hamburger icon in the bottom left corner beside the home button). In the menu, go to Reports and analytics > Saved Searches > All Saved Searches > New Saved Search
  4. Search Type: Select Customer
  5. Click Criteria tab
    1. Click Standard subtab
    2. Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. User may add fields depending on desired results.

Judy Culanding | RPM | New to NetSuite

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