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NSC | How to create a Saved Search for Intercompany Cross Charge Journal with Date filter
SCENARIO:
User is tasked with creating a Saved Search in NetSuite to identify intercompany cross charge journals, including a date filter. This requirement is crucial for the finance team to monitor and review intercompany cross charge transactions within specific date ranges.
SOLUTION:
1.) Navigate to Lists > Search > Saved Searches > New
2.) Select Transaction
3.) In the Criteria tab, add:
Type = Cross Charge Journal
4.) Add additional fields in the Results (Add any additional if any)
5.) In the Available Filters
Add Date filter, click Show in Filter Region
6.) Rename search
7.) Save and run
User should be able to set dates easily on the result page without editing the Saved Search's criteria:
0