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Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
NSC | Saved Search > Customer Payments with a Specific Payment Processing Profile
Here's a sample Saved Search that shows all Customer Payments with a given Payment Processing Profile.
- Navigate to Lists > Search > Saved Searches > New
- Select Transaction
- Rename the Saved Search
- Under the Criteria tab, add the following filters:
- Type is Invoice
- Main Line is true
- Payment Event Fields.. Payment Processing Profile is select the Payment Processing Profile you prefer
- Under the Results tab, add the following:
- Document Number
- Amount
- Payment Event Fields.. Payment Processing Profile
- Note: Add other fields as necessary.
- Click Save & Run
I hope this helps! ❤ Feel free to share your own tips and tricks under NetSuite Admin Corner
Dominica Sevilla - Oracle | OTC / P2P / SCM Guru
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