ANS-0106 · SAVED SEARCHES & FORMULAS
How to Filter NetSuite Opportunity Saved Searches for Line Items Only
Filter NetSuite opportunity saved searches to display only transaction line items, excluding header data.
Short answer
To display only line items in a NetSuite opportunity saved search, add a criteria for "Main Line" and set its value to "False". This ensures that only individual transaction lines are included, effectively filtering out the main header record for each opportunity.
Scenario
Users often need to analyze specific line item details within NetSuite opportunity saved searches, rather than viewing the aggregated header information. This requires a method to accurately distinguish and display only the individual line entries associated with each opportunity.
Solution
To filter an opportunity saved search to display only line items, navigate to the Criteria tab of the saved search definition. Add a new standard criteria and select "Main Line". Set the value for this criteria to "False".
Main Line is FalseThis configuration ensures that the search results will exclusively show the individual line items associated with opportunities, excluding the main header record. Conversely, to display only the main header record and exclude line items, the criteria would be set to:
Main Line is TrueExpert NetSuite Support
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