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Assistance Required: Establishing a Link between Planned Orders and Transactions via Saved Search

edited Oct 5, 2023 7:03AM in Ask A Guru 8 comments

We are currently embarking on an initiative to optimize our operational efficiency by linking Planned Orders with Transactions within our NetSuite environment, utilizing the Saved Search feature.

Our objective is to create a structured and streamlined approach to manage and visualize our Planned Orders in conjunction with their corresponding transactions.

Your guidance on the following points would be immensely valuable:

  • Detailed steps on establishing a link between Planned Orders and Transactions through a saved search in NetSuite.
  • Best practices or tips to join and maintain the efficiency and accuracy of the saved search.

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