A common problem is updating values in NetSuite and then needing those old values or trying to recall what was there before. NetSuite system notes is a great tool that tracks changes throughout the system on essentially every record type. This will be an example of how to use systems notes on an item saved search.
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, System Notes
The Supply Chain Management SuiteApp offers a toolbox of useful features which can help you streamline and centralize operational activities within NetSuite. One of the many tools within the Supply Chain Management bundle is the Customer Part Number feature.
Tags: NetSuite, ERP, Project Management, Customer Service, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Customize, Saved Search, Netsuite ERP, Customer Records, Netsuite Updates, NetSuite Features, NetSuite Support, Customer Preference
Saved Searches are a powerful tool within NetSuite, allowing you to create custom reports by combining various records. But what if the native or custom field names don't exactly scream clarity for reporting purposes? That's where the Custom Label field comes in.
Tags: NetSuite, ERP, Project Management, Reporting, Customer Service, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Customize, Saved Search, Netsuite ERP, New User, Customer Records, Netsuite Updates, NetSuite Features, NetSuite Support, Customer Preference
Saved Searches is a power tool in Netsuite that allows you to create multiple records searches, reports, and data finding. This tool can be used to find information with multiple records such as items and their respective transactions or customers and their respective transactions. The list continues to grow they further you go with the information you are wanting to capture. Saved Searches are not designed for all roles given the amount ofinformation that can be obtained.
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, User Access, Permissions
NetSuite has a great deal of resources that will help you pinpoint the data that you are searching for. The saved search can help you optimize your reporting and analysis especially after a net new implementation or account optimization.
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search
Save searches have emerged as a powerful tool to sift through high volumes of data and uncover relevant information. However, there are instances when you need to extract data for a specific subset of transactions, without the overload of excess information. In this article, we will explore ways to leverage unique identifiers, such as Transaction IDs or Internal IDs, to streamline your search and focus solely on data that matters to you most.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, Transactions, Transaction Lines, Implementation, Transaction IDs
In the upcoming Netsuite Release 2023.2, there will be a key change to a saved search function. This alteration specifically affects the HTML option available to users when creating formulas within the search. In this article, we will review how to maintain the HTML hyperlink option in your saved search fields.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, Customization, HTML
NetSuite provides a variety of search tools to identifyimportant information, filter criteria, and obtainthe real-time data. I will shareone of the latest NetSuite search tips, methods, formula restrictions, and the importance of using NetSuite’s tools to quickly find information. In this blog, I will share the great tip to count the number of selected values from the custom field.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, Customization, Custom Fields
Inline editing is a great feature in Netsuite.Inline list editing enables you to update records quickly by changing data directly in a record's row on the list page.This capability supports faster and easier editing because you do not have to go into each record to edit it.
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, Saved Search, Cloud ERP, Inline Editing
If you have a Netsuite Connector and need to export Saved Search results, the saved search export records in NetSuite can be configured to any File Transfer Protocol (FTP). NetSuite Connector uploads the saved search results to the configured FTP. You might be first interested in the Netsuite Connector. What is Netsuite Connector? NetSuite Connector (formerly called asFarApp) allows you to set up data mapping between NetSuite and your ecommerce storefronts, point-of-sale (POS) systems, online marketplaces and third-party logistics providers. By automating the transfer of data, you keep your vital information centralized and eliminate manual data entry, costly errors and delays, data exports and processes managed with spreadsheets and email.
Tags: NetSuite, NetSuite How To's, NetSuite Tips, Connectors, Saved Search, FTP, SFTP
