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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
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• And more!
Check out this thread to learn more!
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
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.
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