Discussions

Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
No Limits. Just possibilities.
Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Explore new breakthroughs, sharpen your skills, and connect with experts who are shaping what’s next. Experience bold keynotes, interactive learning, and connections that span the global NetSuite community. Discover what's next at SuiteConnect Tour 2026.
NetSuite launches new wholesale distributions solution in Japan in January 2026!

NetSuite has launched SuiteSuccess Wholesale Distribution Edition, in Japan. Please join us the webinar on February 12 that introduces NetSuite solution with demos and case studies for Wholesale Industry.

Register Now
NetSuite 2026.1 Release Notes - This document summarizes the changes to NetSuite between 2026.1 and the previous release.

Have questions or experiences to share? Post your Release 2026.1 questions and join discussions in the Release 2026.1 category.

Saved Search > Display if the Parent Customers have any Transactions

edited Jun 2, 2025 2:35PM in Ask A Guru 3 comments
We need to determine if our Parent Customers have any Transactions. I am attempting to customize a sublist following the steps in SuiteAnswer 12764 below
SuiteAnswer: 12764

Scenario

By default the parent Customer record displays all transactions for both parent and child customers via Customer record > Sales tab > Transactions subtab.

Solution

To view only transactions entered for the parent Customer, you need to customize the View.

  1. Navigate to Lists Relationships Customers
  2. Click View next to the parent Customer record
  3. Click Sales tab
  4. Click Transactions subtab
  5. Click Customize View
  6. Click Criteria tab
  7. Click Standard subtab
  8. Filter:
    • Select Formula (Numeric)
      1. Formula: Enter case when {‌mainname} = {‌customer.parent} then 1 else 0 end

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 1 (Jan-Mar 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders