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.
Community Poll: What sort of content would you like to see more of?

NSC | How to create a Project Charge Saved Search with Invoices?

edited May 18, 2024 12:40AM in Accounting / ERP

SCENARIO

User is tasked with determining project charges that have corresponding invoices in their instance. They need to create a Saved Search that links project charges to invoices, allowing them to identify which charges have already been invoiced. Creating a transaction with charges is currently not possible so they opted to created

SOLUTION

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

2.) Select Charge

3.) Under the Criteria tab and you can filter those charges with an Invoice:

Invoice Fields...Document Number not empty

4.) In the Results tab, add the following fields:

Invoice fields…Document Number

Invoice fields…Invoice Number

5.) Rename Search

6.) Save and Run

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 2 (Apr-Jun 2024)

This Week's Leaders

This Month's Leaders

All Time Leaders