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Inside the Suite |Cleveland
Explore NetSuite: Hands-on demo experience The Ritz-Carlton, Cleveland, 1515 W 3rd St, Cleveland, OH 44113 What to expect: Are you considering upgrading your accounting or ERP software and want to understand the latest advances in business management technology? Inside the Suite is designed for business leaders evaluating…
Learning Lab | Cleveland
Take Your NetSuite Skills to the Next Level. The Ritz-Carlton, Cleveland,1515 W 3rd St, Cleveland, OH 44113 Join NetSuite experts for a half day of free interactive sessions on how to optimize NetSuite for your business. By attending you’ll get to: Hear about our newest AI innovations and get a sneak peek at what’s coming…
Designing Scalable NetSuite Saved Searches
Expert guidance for building reusable, maintainable saved searches Saved searches are most valuable when they deliver clear, reliable insights without constant rework as reporting needs change. Join this training event to learn best practices for designing saved searches that support visibility, monitoring, and day-to-day…
Using NetSuite Bank Reconciliation for Nonprofits
Social Impact Workshop: Using NetSuite Bank Reconciliation for NonprofitsTuesday, March 3, 2026 2:00 p.m.–3:00 p.m. CST Follow Up Workshop: Tuesday, March 10, 2026 2:00 p.m.–3:00 p.m. CDT Understand how to connect NetSuite financials and bank balances Nonprofits can join us to learn about recent changes to the Bank…
Connect Every Step from Purchase to Payment
Connect and automate procurement, AP, and supplier payments Wednesday, March 11, 2026, 12:00 – 12:30 p.m. CDT When procurement, payables, and payment processes don’t work together, it takes longer to buy what you need, approve invoices, and pay suppliers meaning missed discounts, late payments, and damaged supplier…

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How to create a Saved Search Alert for Customer First Purchase?

Open BryanL 22 views 2 comments 0 reactions Most recent by Elychelle Gulen-Oracle Mar 7, 2023 12:37AMAsk A Guru
How to create a Bill Payment Saved Search to show related Bills and Credit Memos?

Open Closed Marif 21 views 3 comments 0 reactions Most recent by Elychelle Gulen-Oracle Mar 6, 2023 9:54PMAsk A Guru
How to have Transaction Saved Search Date Filter?

Open User_ZCWF3 81 views 14 comments 0 reactions Most recent by Richard James Uri-Oracle Mar 6, 2023 9:52PMAsk A Guru
Is it possible to use saved searches in NetSuite integrations?

Accepted Answer Closed Vernita 15 views 2 comments 0 reactions Most recent by Richard James Uri-Oracle Mar 6, 2023 8:42PMAsk A Guru
How to create a Saved Search for the average number of items per Sales Order?

Accepted Answer Closed Dallas H 101 views 9 comments 0 reactions Most recent by M.Lisa Mar 6, 2023 5:28PMAsk A Guru
Bin Put-Away Worksheet Saved Search

Accepted Answer Closed Dirk Nieuwkamp 142 views 4 comments 0 reactions Most recent by Ivy Lopez-Oracle Mar 6, 2023 3:06PMAsk A Guru
How To Add Job/Project Fields to Custom Opportunity View

Accepted Answer Dirk Nieuwkamp 51 views 8 comments 0 reactions Most recent by Kristoffer Viray-Oracle Mar 6, 2023 6:20AMAsk A Guru
How to solve a Case When Formula not working as expected?

Accepted Answer Closed Jeff Fairbanks 41 views 6 comments 0 reactions Most recent by Elychelle Gulen-Oracle Mar 3, 2023 9:40PMAsk A Guru
How to Create a Saved Search to Sum Qty of Opportunities in Projects?

Accepted Answer Closed Chris Haygarth ISDM 31 views 5 comments 0 reactions Most recent by Chris Haygarth ISDM Mar 1, 2023 6:37PMSearch / Reporting
How to exclude drop ship from saved searches in the order form list?

Accepted Answer Closed Benjamin Paul - USA 31 views 11 comments 0 reactions Most recent by Ivy Lopez-Oracle Feb 28, 2023 11:09PMAsk A Guru
Is the Shopping Cart Search supported in SOAP Web Services?

Accepted Answer Closed JohanvL 51 views 5 comments 0 reactions Most recent by JohanvL Feb 28, 2023 5:38PMAsk A Guru
NetSuite Admin Tips | How to Pull Source Transaction and Date Billed on Revenue Elements?

Closed Clarisa De Torres-Oracle 71 views 0 comments 1 reaction Started by Clarisa De Torres-Oracle Feb 28, 2023 1:03AM NetSuite Admin Corner
What is the Entity Status field in the Criteria of an Item Saved Search?

Accepted Answer Closed Chris Haygarth ISDM 151 views 3 comments 0 reactions Most recent by Chris Haygarth ISDM Feb 27, 2023 11:22PMSearch / Reporting
Why does an Item Saved Search result have data that does not exist?

Accepted Answer Closed Brian Finlay 41 views 5 comments 0 reactions Most recent by Ivy Lopez-Oracle Feb 24, 2023 10:00PMAsk A Guru
How to track Sales Order Line Item changes?

Open User_FL4CK 361 views 5 comments 0 reactions Most recent by User_FL4CK Feb 23, 2023 1:15PMAccounting / ERP
How to correct formula in a Saved Search to make it based on a given date?

Accepted Answer Closed Martha Hakes 51 views 6 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Feb 22, 2023 2:57PMAsk A Guru
How to customize AP Aging Report to show Payment?

Accepted Answer Closed Kedalene 31 views 5 comments 0 reactions Most recent by Katerina Winklerova-Oracle Feb 22, 2023 7:16AMAsk A Guru
How to create an Item Receipt report to show Item Receipts without a Landed Cost?

Open Closed User_MPFSQ 81 views 11 comments 0 reactions Most recent by Elychelle Gulen-Oracle Feb 21, 2023 11:57PMAsk A Guru
How to create a Saved search that shows all leads with no recent activity logged?

Open Closed JenniferTrejo 61 views 8 comments 0 reactions Most recent by JenniferTrejo Feb 21, 2023 4:13PMAsk A Guru
How to solve Duplicate lines are highlighted in Saved Search?

Accepted Answer Closed OliverK 222 views 6 comments 0 reactions Most recent by OliverK Feb 21, 2023 9:31AMAsk A Guru
How to set up a Custom Field that calculates DSO for a Customer?

Accepted Answer Matan Shachaf 58 views 3 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Feb 11, 2023 3:42AMAsk A Guru
How to get only the total amount of the inventory items in a PurchaseOrder saved search?

Accepted Answer Benjamin Paul - USA 101 views 10 comments 0 reactions Most recent by Tafara Feb 10, 2023 5:59PMAsk A Guru
How to view attachments of sent emails?

Accepted Answer Closed Paul L. Walker 53 views 3 comments 0 reactions Most recent by Paul L. Walker Feb 9, 2023 4:52PMAsk A Guru
How to add from/date fields in a Saved Search Portlet?

Accepted Answer Closed User_75YL8 87 views 3 comments 0 reactions Most recent by User_75YL8 Feb 9, 2023 1:52PMAsk A Guru
How to create a System Notes Saved Search for Auditing?

Accepted Answer Closed Glan 91 views 7 comments 0 reactions Most recent by Glan Feb 9, 2023 11:16AMSearch / Reporting
How to Create a Saved Search That Will Display All the Fields in a Form?

Accepted Answer Closed Benjamin Paul - USA 61 views 6 comments 0 reactions Most recent by Kristoffer Viray-Oracle Feb 8, 2023 10:22AMAsk A Guru
How to hide Internal IDs in Excel exported from a Saved Search?

Accepted Answer Benjamin Paul - USA 321 views 5 comments 0 reactions Most recent by Benjamin Paul - USA Feb 7, 2023 1:56PMAsk A Guru
How to set up Inline Edit in Saved search (Summary Type = Group)? Workaround?

Open Closed Dirk Nieuwkamp 51 views 6 comments 0 reactions Most recent by Katerina Winklerova-Oracle Feb 6, 2023 5:18AMAsk A Guru
How to create Sales Order Transactions Search with Invoice and Projects?

Accepted Answer User_HPB3I 61 views 9 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Feb 3, 2023 11:23PMSearch / Reporting

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