formula to show account subsidiary in one row in t...
# ask-stanley-ai
n
formula to show account subsidiary in one row in the saved search
c
AI generated answer (using internal Slack threads):
In NetSuite, when you run a saved search and add the subsidiary as a result or criteria, it shows multiple lines per account - each child subsidiary that is selected shows up on a different line. This is because each account/subsidiary combination is considered a unique record in NetSuite. To show the account subsidiary in one row in the saved search, you can use the GROUP summary type for the subsidiary field. This will group all the subsidiaries under one account into one row. However, please note that you need to use the GROUP summary type for each field in your search, otherwise, it will not appear. Here is a step-by-step guide on how to do this: 1. Go to Reports > Saved Searches > All Saved Searches > New. 2. Select the type of search you want to create (e.g., Account). 3. In the Criteria subtab, define the search criteria. 4. In the Results subtab, add the fields you want to display in the search results. For the Subsidiary field, select Summary Type as 'Group'. 5. Click Save & Run to run the search. Please note that the results may not be as expected if a GL account has multiple subsidiaries or if 'Include Children' is checked. This is because the balance per subsidiary would by design result in more than one row. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.872625768
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.852384269
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.849289715
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