Scenario
A user wanted to create a Saved Search in NetSuite to identify users who edited Invoice amounts based on their assigned roles and approval thresholds.
The business needed to analyze how often Invoice value edits were being performed by users with the roles Director and Manager in order to evaluate and potentially adjust approval thresholds.
The required thresholds were:
- Director for Invoice edits greater than or equal to 15,000
- Manager for Invoice edits less than or equal to 14,999
The user understood that most of the edit history information is stored within the System Information subtab and wanted to determine which fields could be used in a Saved Search to track Invoice amount edits, editing users, user roles, and transaction values.
Solution
This requirement can be achieved using a Transaction Saved Search combined with System Notes fields.
Create the Saved Search through steps below, though the thresholds are not considered here, this report only shows the changes on the Total amount of the transaction and who created the changes.
1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. In Search Type, select Transaction
3. In Criteria tab > Standard subtab, enter the following:
4. In Results tab > Columns subtab, use the following details:
5. Click Save & Run
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