Discussions
Check out Oracle NetSuite upcoming events and conferences here
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.
Get ready to take on exciting new challenges and become the next SuiteMaster of the Month!
AI capabilities embedded across the suite help boost productivity and give leaders an edge by helping them analyze data faster and generate unique insights that drive better decision-making. Watch these on-demand webinars to see how our AI capabilities can help you.
Streamline Invoice Processing with AI-Powered Automation
Use AI-Driven Insights for Faster, Better Planning and Forecasting
Streamline Invoice Processing with AI-Powered Automation
Use AI-Driven Insights for Faster, Better Planning and Forecasting
NSC|How to Create a Transaction Saved Search for Sales Order and their Invoices related to Projects?
Scenario: NetSuite User wants to generate a list of Sales Orders related to project and wants to know if there are any Invoices related to it.
Here's how you can do it:
1.) Navigate to Lists > Search > Saved Searches > New
2.) Select Transaction
3.) In the Criteria tab, add:
Type = Sales Orders
Date = Select a Date Range (Optional)
Project Fields...Name/ID = set to not empty
4.) Under the Results tab, you can add the following to the existing ones:
Project Fields....Customer - Customer name without project
Project Fields....Name - Project Name
Billing Transaction - Will show the Invoice #
Billing Transactions fields....Amount -
Tagged:
0