ANS-1066 · CUSTOMER & CRM RECORDS
How to Export Item Pricing Data Stored on NetSuite Customer Records?
Learn how to accurately extract item pricing levels and unit prices directly associated with customer records in NetSuite using a saved search.
Short answer
To export item pricing data stored on NetSuite customer records, create a saved search on the Customer record type. Select the specific fields 'Pricing Item', 'Item Pricing Level', and 'Item Pricing Unit Price'. These fields accurately retrieve the item, price level, and unit price information as defined on each customer record, avoiding data from general item records.
Scenario
NetSuite users often need to export specific item pricing information that has been customized and stored directly on individual customer records. A common challenge arises when attempting to extract this data, as selecting seemingly intuitive pricing fields within a saved search may inadvertently pull general pricing details from item records rather than the customer-specific overrides.
Solution
To accurately export item pricing data stored on NetSuite customer records, a saved search configured on the Customer record type is required. It is important to note that the fields for selection are not immediately intuitive. While users might be inclined to select fields from the 'Pricing' join, these fields typically return data from the Item records themselves, not the specific pricing data stored directly on the Customer record.To retrieve the Item, Price Level, and Unit Price fields as they are stored on the Customer record, the following specific fields must be selected in the saved search:Pricing ItemItem Pricing LevelItem Pricing Unit Price
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