ANS-0032 · SAVED SEARCHES & FORMULAS
How to View Applied Invoices for Payments in a NetSuite Saved Search
Understanding how payment applications are recorded on sublists is key to accurate reporting in NetSuite.
Short answer
To correctly display the invoices to which a payment is applied in a NetSuite Saved Search, ensure the 'Main Line' criterion is set to 'false'. This is crucial because payment application details, including the 'Applied To' fields, reside on the payment transaction's sublist, not its main line.
Scenario
Users often encounter difficulty when attempting to create a NetSuite Saved Search that accurately displays the specific invoices to which a payment has been applied. Without the correct criteria, the search may not return the expected application details, leading to incomplete financial reporting.
Solution
To resolve this, when configuring the Saved Search, it is imperative to include the criterion Main Line is false. This setting ensures that the search focuses on the sublist entries of the payment transaction, where the 'Applied To' fields are located. The 'Applied To' fields, which link a payment to its corresponding invoice, are not present on the Main Line of the payment record but rather on its Sublist, making this criterion essential for retrieving accurate application information.
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