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Virtual Event: Build Saved Searches with AI in Minutes
You can access the recording here. Here are a few helpful resources: [Slides] Build Saved Searches with AI in Minutes [Product Page] NetSuite Learning Cloud Support [Product Page] NetSuite AI Connector Service [Demo] NetSuite AI Connector Service Get more from NetSuite with MyLearn: New to MyLearn? Create your Oracle…
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Saved Search Report for user licenses type assigned
Hi Gurus, Could you please suggest how to create a saved search report where I have columns of employee licensed being used whether it is employee center or full user license Please guide
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E-Mail Search
Looking for a way to search e-mails containing specific text but from other users. For example sales rep has an email to client and CSR searches for it to review information. The can see the emails but it is not searchable. We are looking to expand the use of the CRM but have run into an issue that other users cannot…
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Are there any plans to add freeze/pin functionality to Saved Searches?
Hello all, Does anyone know if there are any plans to add functionality to Saved Searches that would allow you to freeze/pin one or more columns on a Saved Search? I have a rather large Saved Search for all of my inventory items and I'd like to be able to use it to do some inline editing but it gets very difficult to do…
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Changing Owner of Saved Searches Created by Inactive Employee
Hello, I am looking to change the owner of many saved searches created by an inactive employee.
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Discount amount fields on the invoice for saved search
Hi, I am trying to access fields from the invoice in a saved search. I can't seem to find discount amount, discount date, discount taken, and discount available. I am trying to access these fields that are displayed on the Payment transaction screen. (DISC Date, DISC AVIL, DISC TAKEN) What are these fields called while in…
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Saved Search COGS & Invoice Amount Not Matching with Trial Balance ?
I need a Saved Search that includes the following details: Sales Order Document Number Related Item Fulfillment COGS Amount Invoice Amount The total COGS Amount and Invoice Amount should match the Trial Balance report. However, when I tried creating the Saved Search, the totals are not matching with the Trial Balance…
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Create a Saved Search to Display Sales Orders Containing Only One Line Item Regardless of Quantity.
Hello, I am having difficulty creating a saved search to display Sales Orders containing only one line item, regardless of quantity. The search should return Sales Orders that contain a single line item only, even if the quantity on that line is greater than one. I have tried several different approaches, but in every case…
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SuiteTip: Limit Results Columns to Improve Usability
Welcome back to another SuiteTip! In this article, we’ll focus on improving Saved Search usability by simplifying the Results tab. Saved Searches can easily become cluttered with too many columns, making them harder to read and less effective. NetSuite supports flexible result display options, but thoughtful design is key…
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SuiteTip: Best Practices to Reduce Saved Search Load Times
Welcome back to another SuiteTip! In this article, we’ll look at a simple but highly effective way to improve Saved Search performance by optimizing your filters. Saved Searches are powerful, but as your data grows, poorly defined criteria can slow them down significantly. While the existing documentation available…