ANS-0191 · SAVED SEARCHES & FORMULAS
How to Find the Main Transaction Memo Field in NetSuite Searches?
Users can efficiently locate the primary memo associated with NetSuite transactions, such as Sales Orders, by referencing a specific field in search criteria.
Short answer
To retrieve the main transaction memo in NetSuite searches, use the field commonly referred to as 'Memo (Main)'. This field captures the header-level memo for various transaction types, allowing for easy inclusion in custom searches and reports.
Scenario
NetSuite users often need to include the main memo associated with a transaction, such as a Sales Order, in custom searches or reports. Identifying the correct field to pull this header-level information can sometimes be unclear, leading to incomplete search results.
Solution
To successfully retrieve the main transaction memo field within NetSuite searches, users should specify the field commonly known as 'Memo (Main)'. This field is designed to capture the primary memo entered at the transaction header level, distinguishing it from any line-item specific memos. When building a saved search or report, simply add 'Memo (Main)' to the results or criteria to display the desired information.
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