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Feature Overview: Customer Part Number

Posted by Jose Moreno, Consultant on Feb 6, 2024 11:00:00 AM

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. 

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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

Label Field Saved Search

Posted by Isaias Torres, Consultant on Feb 1, 2024 11:00:00 AM

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.

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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 Search Permissions

Posted by Isaias Torres, Consultant on Jul 13, 2023 11:38:58 AM

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.  

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, User Access, Permissions

How to Create a Saved Search

Posted by Youn Park, Junior Project Manager on Jul 11, 2023 12:47:47 PM

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.  

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search

Saved Search Tip: How to Filter Out a List of Specific Transactions

Posted by Sara Duong, Consultant on May 30, 2023 12:44:17 PM

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.

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, Transactions, Transaction Lines, Implementation, Transaction IDs

Saved Search Update for HTML

Posted by Isaias Torres, Consultant on May 16, 2023 1:28:23 PM

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. 

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, Customization, HTML

Counting Selected Values in a Custom Field from Saved Search

Posted by Kevin Suh, NetSuite Administrator on May 4, 2023 11:06:17 AM

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.  

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, Customization, Custom Fields

Inline Editing and Its Saved Search

Posted by Kevin Suh, NetSuite Administrator on Apr 4, 2023 9:02:12 AM

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.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, Saved Search, Cloud ERP, Inline Editing

Netsuite Connector Saved Search Export

Posted by Kevin Suh, NetSuite Administrator on Nov 17, 2022 11:38:27 AM

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. 

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Tags: NetSuite, NetSuite How To's, NetSuite Tips, Connectors, Saved Search, FTP, SFTP

CASE STATEMENT use case – Intercompany Reconciliation

Posted by Justin Myung, Consultant on Oct 27, 2022 10:40:39 AM

Have you ever wanted or needed a quick comparative view of your Intercompany transactions between your subsidiaries?  One way to achieve this is through the use of CASE Statements in Saved Searches.  What is a CASE Statement?  A CASE Statement is similar to that of an if-then-else statement.  You may have encountered this in spreadsheetsIn NetSuite, it’s an available function that allows you to program conditions to return values when those conditions are met.  So, when a condition is true, NetSuite will provide the results based on those conditions.  You can have multiple conditions in one CASE Statement.

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Tags: NetSuite, Reporting, NetSuite How To's, NetSuite Tips, Saved Search, Reconciliation, CASE, Formula, If-Then

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