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NSC | How to Create a Saved Search for transactions with Differing Header and Line Level Departments

edited May 20, 2024 10:17PM in Accounting / ERP

SCENARIO:

User is tasked to determine transactions (Vendor Bills and Invoices) in NetSuite where the department specified at the header level differs from the department specified at the line item level.

SOLUTION:

1.) Navigate to Lists > Search > Saved Searches > New

2.) Select Transactions

3.) Results tab

Remove all columns, then add the following:

Type  | Summary Type: Group

Transaction Number | Summary Type: Group

Formula (Text) | Summary Type: Maximum | Formula: NS_CONCAT(DISTINCT(CASE WHEN {mainline} = '*' THEN {department} END)) | Label: Header Department

Formula (Text) | Summary Type: Maximum | Formula: NS_CONCAT(DISTINCT(CASE WHEN {mainline} != '*' THEN {department} END)) | Label: Lines Department/s

Patrick Fresnosa | Advanced Accounting | SRP | Ask a Guru

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