ANS-0081 · SAVED SEARCHES & FORMULAS
How to Filter NetSuite Transactions by Open Status in Searches?
This guide provides specific filter criteria for NetSuite saved searches to display only open invoices and sales orders.
Short answer
To filter NetSuite transactions for open status, apply specific criteria based on transaction type. For invoices, filter for "any of (Invoice:Open CustInvc:A)". For sales orders, filter for "none of (Sales Order:Billed SalesOrd:G Sales Order:Closed SalesOrd:H Sales Order:Cancelled SalesOrd:C Sales Order:Pending Approval SalesOrd:A)" to exclude non-open statuses.
Scenario
Users often need to create NetSuite saved searches that display only open transactions. The challenge arises because transaction statuses vary by type, making it difficult to apply a single, universal 'open' filter. This requires specific filtering logic for different transaction types to accurately identify open records.
Solution
To achieve a filter that returns only open transactions, particularly for invoices and sales orders, implement the following criteria:
- For Invoice transaction types: Apply a filter using
any of (Invoice:Open CustInvc:A). - For Sales Order transaction types: Apply a filter using
none of (Sales Order:Billed SalesOrd:G Sales Order:Closed SalesOrd:H Sales Order:Cancelled SalesOrd:C Sales Order:Pending Approval SalesOrd:A).
This approach ensures that only transactions considered 'open' for their respective types are included in the search results.
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