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Discover new innovations across NetSuite with 2026 Release 2
■ NetSuite 2026.2 Release Notes
■ NetSuite SuiteApps Release Notes
■ NetSuite Sneak Peeks
■ Release Preview Guide
■ Release Preview Test Plan Template
■ NetSuite 2026.2 Release Notes
■ NetSuite SuiteApps Release Notes
■ NetSuite Sneak Peeks
■ Release Preview Guide
■ Release Preview Test Plan Template
Action Required: Review and submit pending reconciliation matches before the NetSuite upgrade to avoid rework. After 26.2, unsubmitted matches will be unmatched. For more details, see SuiteAnswers 1047397
What is the Best way for honing a Transaction search view to only one line per 'deal'?
Hello gurus!
I'm trying to build out some offline lead attribution modeling, and I'd like to feed it with a succinct report containing underlying data for Transactions. But the catch is, I really only want the single most relevant Transaction per deal related to the sales workflow, regardless of what Type it is.
That is, when I view results of a custom Transaction search, and I limit the Type to Opportunities, Quotes, and Sales Orders, I get every row related to the progression of a final order. Very specifically, for example, I'll get one row for the Quote and another row for the Sales Order - same 'Amount' on both. Obviously, the Quote becomes irrelevant once there's a corresponding Sales Order. I think..
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