ANS-0175 · SAVED SEARCHES & FORMULAS
How to Find Item Sales Description in NetSuite Saved Searches?
This guide clarifies which fields to use for an item's sales description in both Item and Transaction Saved Searches within NetSuite.
Short answer
To locate an item's sales description in a NetSuite Saved Search, use the "Description" field for Item Saved Searches. For line-level descriptions within a Transaction Saved Search, which may originate from the item's sales description, the "Memo" field is typically used. This distinction is crucial for accurate reporting.
Scenario
Users often need to include an item's sales description in various NetSuite Saved Searches for reporting or analysis. Confusion can arise regarding the correct field to select, especially when distinguishing between item-level and transaction line-level descriptions.
Solution
When building a Saved Search in NetSuite to display an item's sales description, the field to select depends on the type of search being created: For an Item Saved Search: To retrieve the "Sales Description" directly from the item record, select the "Description" field. This field holds the primary sales description defined on the item record. For a Transaction Saved Search: To access the line-level description on a transaction (which originates from the item's sales description but can be modified on the transaction line), select the "Memo" field. This field commonly represents the description as it appears on the transaction line. This distinction ensures that the correct description is pulled based on the context of the Saved Search.
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