ANS-0035 · SAVED SEARCHES & FORMULAS
How to Display User Notes on Sales Orders Using NetSuite Saved Searches?
NetSuite users can display User Notes on Sales Orders by creating a Saved Search, as standard reports do not expose this information.
Short answer
User Notes associated with Sales Orders are not directly accessible in standard NetSuite reports, including transaction reports. To view and report on these notes, users must create and utilize a custom Saved Search. This method allows for the inclusion of User Notes in custom reporting outputs.
Scenario
NetSuite users often require the ability to include specific User Notes in their Sales Order reports. However, when attempting to generate standard transaction reports, these critical User Notes do not appear as an available field. This limitation prevents users from easily consolidating all relevant Sales Order information within a single report.
Solution
To display User Notes on Sales Orders, NetSuite users must create a custom Saved Search. Standard NetSuite reports, including various transaction reports, do not expose the User Notes field. Therefore, a Saved Search is the appropriate method to include this information in a report-like output.
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