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Custom Field with Global Search

Posted by Isaias Torres, Consultant on Jun 11, 2024 12:05:05 PM
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When creating custom fields that are many different options to choose from. The different options being in the field type, how the field is getting its value, are you using a list or saved search, do you need it to store its value, the list is quite long. There is one option that can be overlooked that is quite powerful, that field is the Global Search checkbox.

This field will be located typically on the right side of the screen. As you can see in the field help picture below, this function would allow you to search for records in the system. NetSuite struggles at times to find records if the correct information is not entered in the global search bar. For example, if you are looking up a sales order, you would need to enter in the document number exactly as it is in the system. Whether that is the standard SO-XXXX or if you renumbered it, but either way this could cause teams to struggle with how specific Netsutie works on global search.

The custom field could be for anything and once this Global Search is checked, then the value in that field can be found using the global search bar. This will help the team to have multiple ways of finding different records in the system.



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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Custom Fields, Search, Global Search

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