To filter NetSuite transactions by items in a saved search, add "Item on Any Line" to your search criteria. If the goal is to exclude transactions containing specific…
To filter a NetSuite saved search for 'noneOf None' on a multiselect field, use a Formula (Text) filter. Set the formula to the multiselect field ID and the…
To filter a NetSuite saved search based on a discrepancy between two counted fields, apply a Summary filter. Configure this filter as 'COUNT - Greater than 0' and…
To filter a NetSuite search by multiple values for a custom field, configure the field as a List/Record type with a defined list of values. In the search…
To filter NetSuite transaction searches by a range of customer names, utilize a formulatext search filter. This involves constructing a SQL CASE WHEN formula that evaluates UPPER(SUBSTR({customer.companyname},0,length)) against…
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…
To search for marketing campaigns, utilize the NetSuite Records Browser to identify relevant search filters. Navigate to the Campaign record and locate the issalescampaign filter in the search…
To find duplicate SKUs in NetSuite, create a saved item search. Use a formula column with REGEXP_REPLACE({name}, '^((.)+ : )', '') to strip parent prefixes from item names.…
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…
To locate non-billable credit card transactions in NetSuite, create a saved search. Configure the search criteria to include mainline'F' and Billable 'F'. This combination effectively filters for individual…
To retrieve the main transaction memo in NetSuite searches, use the field commonly referred to as 'Memo (Main)'. This field captures the header-level memo for various transaction types,…
To format numbers and currency in NetSuite custom fields, use the TO_CHAR SQL function with specific formatting specifications. This allows for precise control over decimal places, currency symbols,…