WebJun 16, 2024 · To create a search, go to Lists > Search > Saved Searches > New in the NetSuite menu. In the list of search types, find the appropriate option (in our case, the “Transaction” option since a Sales Order is a type of transaction). Now you should see the Saved Search setup page. WebDec 10, 2013 · NetSuite's search functionality provides a valuable tool for filtering and matching data to answer all sorts of business questions. Searches can be set in their own …

NetSuite Saved Searches: A How-to Guide - Protelo Inc

WebVirtually any kind of record in NetSuite can be the basis of, or included in, a Search. Searches saved to the Saved Searches can either be private or shared with others. In the following example, a Search is created based on a Customer record and then saved as a Saved Search. To create a Customer Saved Search, go to: Reports > New Search . WebJan 25, 2024 · Step 1: Create the Saved Search 1) Log in to your NetSuite Administrator Role and go to Reports > Saved Searches > All Saved Searches > Select New 2) In the New Saved Search list select "Customer" 3) Type in your desired search title … pacsun calvin klein bathing suit

Create a Saved Search in NetSuite - NetSuite Integration - Planful

WebDec 10, 2013 · If you have a complex search, or one you will create over time, make small changes and test as you go. Use the Save As function to save the search as you build it, so you can validate the results. This will provide a “history” of previous searches that you can refer back to in case your results are not what you wanted. WebTo set up the email preferences on your saved search, start by navigating to the Email tab. This tab contains five sub-tabs that allow you to define various email criteria, including the sender, recipient, subject line, schedule, and more. WebJan 9, 2024 · To create a new saved search, select Reports > Saved Searches > All Saved Searches > New. Then choose the record type which your search will be based on. Once … ltw ffxiv