Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
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.
Don't miss out on our Pop Quiz You only have until March 26, 2025, 2:00 PM ET to comment your answers and earn rewards! Click here for more details.
Make Your Voice Heard: What Tech & ERP Topics Should We Explore in our Next Webinar?? We’re all ears! Vote now, and the poll runs until January. Poll for ERP | Poll for Tech.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.1 Release Preview account, review the topics outlined in the Release Preview Guide.
NetSuite Release 2025.1 Release Notes are available for download here!
How to customize Payment Saved Search to add Sales Rep from Invoice?
I have created a saved search that utilizes the payments "type" in order to take into account the prompt payment discounts received. It is successfully pulling each payment that is received. I am also utilizing a custom field within the payment transactions called "Commission Status" that is a list of Paid or Pending. This is working as expected.
However, I'm trying to also add the associated sales rep for the original invoice to the search and it doesn't appear that any possible combination of "sales rep" is displaying it from the invoice. I have used the standard "sales rep" field as well as the Sales Order of Deposit: Sales Rep field and neither displays data. The Criteria and Results fields are listed below.
0