ANS-0159 · SAVED SEARCHES & FORMULAS
How to Configure Item Search Results for NetSuite Transaction Lines
Learn how to customize the item search display when adding items to NetSuite transactions by leveraging saved search configurations.
Short answer
To configure item search results for transaction lines, create a Saved Search. On the Roles tab, ensure 'Preferred Search Form' is selected. The 'Results' tab defines displayed columns, while 'Available Filters' controls search form fields. This setup customizes the item selection experience for users.
Scenario
Users often need to customize the information displayed when searching for and selecting items on transaction lines within NetSuite. The default item search results may not always provide the most relevant data, leading to inefficiencies during transaction entry. This guide addresses how to tailor these search results to specific user roles and preferences.
Solution
To configure the item search results displayed when selecting an item for a transaction line, a Saved Search must be created with specific configurations. The primary configuration point is on the Roles tab of the Saved Search definition. Here, it is crucial to ensure that only the Preferred Search Form option is selected, and that appropriate display options are configured for the search form, which may vary depending on the NetSuite version or specific interface settings. The Results tab within the Saved Search controls which columns are displayed in the actual search results. The Available Filters section dictates which fields are presented on the search form itself, allowing users to refine their item searches.
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