ANS-0009 · SAVED SEARCHES & FORMULAS
How to Display Vendor Name on All Vendor Bill Lines in NetSuite Saved Searches?
NetSuite's default behavior for Vendor Bills in saved searches often omits the vendor name from line-level details, requiring a specific formula to ensure comprehensive reporting.
Short answer
To display the Vendor Name on all lines of a Vendor Bill in a NetSuite saved search, create a Transaction saved search. Use a Formula (Text) field in the results, with the formula `CASE WHEN {mainname} is NULL THEN {name} ELSE {mainname} END`, to correctly retrieve the vendor's name for all line items.
Scenario
The native NetSuite G/L Impact page of a Vendor Bill does not tag the Vendor name against expense lines or anything entered at the line level. The Vendor Name only shows for the Accounts Payable G/L line. On Saved Searches, this returns null values for Vendor Bill non-A/P lines (line-level information).
Solution
To resolve this, a Formula (Text) field can be utilized within a Transaction saved search. Follow these steps:
Navigate to Lists > Search > Saved Searches > New.
Select 'Transaction' as the search type.
In the Criteria subtab, add the following criteria: * Main Line = True * Type is Vendor Bill
Go to the Results subtab.
Add the following field as a summary type field: * Formula (Text) * The formula to use is:
CASE WHEN {mainname} is NULL THEN {name} ELSE {mainname} ENDAdd any other necessary fields, then click Save and Run.
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