ANS-0111 · SAVED SEARCHES & FORMULAS
How to Differentiate Journal Entries in NetSuite Saved Searches?
This guide provides the specific NetSuite saved search criteria required to accurately distinguish between standard, legacy intercompany, and advanced intercompany journal entries.
Short answer
To differentiate journal entries in a NetSuite transaction saved search, set the primary criterion to "type = journal". For advanced intercompany entries, use "Advanced Intercompany is True". For legacy intercompany entries, specific criteria may be needed as a direct 'Intercompany is True' field is not universally documented.
Scenario
Users often need to create NetSuite saved searches that accurately categorize journal entries. The challenge arises in distinguishing between standard journal entries, legacy intercompany journal entries, and advanced intercompany journal entries, each requiring specific identification criteria.
Solution
To differentiate between various types of journal entries within a NetSuite transaction saved search, configure the criteria as follows:First, ensure the search targets journal entries by setting the primary criterion:
type = journalTo identify advanced intercompany journal entries, add the following criterion:
Advanced Intercompany is TrueAlternatively, to exclude them, set "Advanced Intercompany is False".For legacy intercompany journal entries, identification may involve specific criteria depending on your NetSuite configuration, as a direct 'Intercompany is True' field is not universally documented. Users may need to leverage custom fields, specific account segmentations, or other unique identifiers established during their NetSuite implementation to accurately filter these transactions.
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