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Report for voided transactions
I am looking for a way to create a saved search showing the original amount for voided transactions. Currently my saved search shows the original and voided transactions but both show amounts of Zero. I have tried the old value, vs new value for the fields but the search is bringing back no information. Below is the…
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NetSuite Admin Tip | Identifying Records Updated by Workflows vs Users
In environments with heavy automation, it can be tricky to know whether a record was updated manually by a user or automatically by a workflow. This tip shows how to use System Notes in a Transaction Saved Search to identify the source of changes. Scenario / Use Case Administrators observe unexpected record updates and…
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Allow Role to 'Save As' the Transactions Sublist Saved Search on Customer
I have a custom Role that has both the 'Perform Search' and 'Publish Search' permissions. However, when they are on a Customer record looking at a sublist on the Transactions tab, when they click 'Customize', the only option available is 'Preview'. They want to be able to Save As and create an altered version of the…
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How to show account split for transaction containing a specific account
I am trying to build a report or saved search or analytics wherein I want to see all the GL accounts used in transaction lines when such transaction lines contain a specific GL account. Example: Document JV#1111 has 4 transaction lines with GL accounts like xxx11,xxx12,xxx13,xxx14. There is another Document Bill#2222…
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Using API to create Waves
As our company is expanding they are looking at ways to make warehouse operations more efficient. One is to automate the creation of Waves for the floor for the day. Managers currently use the front end UI to perform the task but it tends to take time. I was able to develop the logic to make Wave Objects in a c# program…
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How is the last 365 sales quantity calculated?
I created an item saved search that shows this column but when I calculate the count with a transaction search the sum does not match. Ex: BT3554-52 Pro Kit Item aved search shows 75 but transaction saved search is 158. Criteria: Results: Preview: Actual Count Criteria: Actual Count Reults:
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Global search, sorting result.
Hi there, After the latest release, our global search is showing a result that does not "entirely" match our search as the first option. In the example below, I searched for a sales order: 367273. The first option that the global search displayed was 367667, followed by the correct one. Users used to select the first…
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Send email to specific recipients and only display results related to that user
Hi all, I'm looking to automatically send emails to specific users via a saved search. The saved search looks for transactions where the user is part of the next approver group (multi-select). However, only some specific users should receive this email. For example, if we have a transaction that could be approved by 3…
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Show Vendor Name in Requisition Saved Search
My client wants a Saved Search showing the Items and Vendor Names from Purchase Requisition which are pending Purchase Order Processing. I am unable find the field name to display the Vendor Name select by Requestor while creating the requisition. Please help.... Regards Ajantha
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how to duplicate line items on transaction saved search
Does anyone know a good way to have a transaction saved search show items separated by quantity? For example, if there are quantity 3 of an item, have it show 3 separate times.