ANS-0096 · SAVED SEARCHES & FORMULAS
How to Filter NetSuite Saved Searches by Specific Items on Transaction Lines
Efficiently refine NetSuite transaction saved searches to include or exclude records based on the items present on any line.
Short answer
To filter NetSuite transactions by items in a saved search, add "Item on Any Line" to your search criteria. If the goal is to exclude transactions containing specific items, configure the filter to use the "none-of" operator for the selected items. This ensures precise control over which transactions appear in your results.
Scenario
Users often need to create NetSuite saved searches that display transactions containing specific items or, conversely, exclude transactions that include certain items. This requires a method to accurately target items present on any line of a transaction record within the search criteria.
Solution
To filter transactions based on items, add the criterion "Item on Any Line" to the saved search. This allows the search to evaluate items present across all lines of a transaction. If the objective is to exclude transactions that contain specific items, the "none-of" operator should be utilized on the filter for the designated items.
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