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NSC | Saved Search > Invoice > Combine Document Number and Customer's Name
Here's a sample Saved Search for your Invoices and display its Document Number and Customer's Name in a single column.
- 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 if True
- Under the Results tab, add the following field:
- Field: Formula (Text) | Formula: Concat({number}, concat('-', {entity}))
- 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 to help other members as well. Thank you very much! 😊
Dominica Sevilla - Oracle | OTC / P2P / SCM Guru
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