Asking for a completely different topic, but how d...
# general
j
Asking for a completely different topic, but how do I reference the "Items Purchased" Fields, using a Formula(TEXT) filter in criteria?
I'm trying something like this to search for customers to have purchased any of the top 4 items, while never purchasing any items that are categorized with a "UNI" tag, however customers who have purchased "UNI" items are still showing up.
Even if I try something like this it doesn't seem to be doing my intendedeffect, im hoping to have customers show up that have any of the four "AWS" items, and no "UNI" items in their "Items Purchased" history in their customer record
s
UNI- in the beginning or the end?
j
Beginning
s
try "does not start with"
j
I just tried "does not start with" and the results were the same as before 😞
s
instead of formula use item:name (join) and define the names
go to end of the list and look for item....
then select name from popup
j
the uh, UNI- themeed names number over 100+ are you saying I should manually add all of those names under the list for the search to exclude?
s
j
Oh, im doing a customer search, is this more of a transactional search? Ill give your method a try, one second
s
best bet would be transaction search since it touches almost everything. That's why taking the route of transaction search would be the logical choice.
j
Sorry I'm still a bit new to using NetSuite, I've implemented what I think you're suggesting in a transactional search, however even when I set the results to "customers:name" it seems to be outputting the incorrect information
I'm not quite sure how to get a transaction search to return customers to be honest
s
you have to go to entity level
j
What do you mean by that?
s
vendor, customer, employee, contacts are all classified as entity
use this schema browser for future reference
j
Oh, Thank you ! I see what you mean, I changed the results to be Customer (Main Line) : Name, and I got some outputs, but the customers that appear are still not what I'm looking for, if I were to look at the customer records and go to the items purchased section, they still have purchases of items with "UNI" at the start
s
that will be difficult to exclude
j
I've tried a few methods and ways to try to get it to work, I know if I were to do this using suiteQL itd probably be quite easy, or even just generate two seperate searches, export it into excel and fix it up myself even but I was hoping there might be an easier way to get it done through a saved search
thank you so much for your help and insight though, it helped me greatly
s
may need some custom SQL to sift through
j
ill probably keep trying at it
s
with SQL EXCLUDE function you might able to do so