NetSuite Saved Searches - 3 Unique Scenarios

Emile Le Saux-Racette showcases 3 different scenarios for creating saved searches:

1. 1:17 Sales Orders to Invoice: based on the System Notes field, identify Sales Orders that are ready to be invoiced when the Pick Ticket has been printed.

2. 6:45 Sales Orders that have greater than 10 lines: this saved search uses a Summary Criteria and Group By Results fields of "Group" and "Count" to identify transactions with 10 items or more.

3. 11:40 Sales Orders with $0 Amount: this saved search uses a Case formula to identify orders that may have been entered accidentally for $0.

Previous
Previous

Supply Allocation Cutover Process

Next
Next

How to Successfully Launch a New NetSuite Feature