how to creat a saved search to view the historical...
# ask-stanley-ai
m
how to creat a saved search to view the historical exchange rate
c
AI generated answer (using internal Slack threads):
To create a saved search to view the historical exchange rate, follow these steps: 1. Navigate to the NetSuite dashboard. 2. Go to Reports > Saved Searches > All Saved Searches > New. 3. Select the record type as 'Currency Exchange Rate'. 4. In the criteria subtab, you can set your specific filters. For example, you can set the 'Effective Date' to a specific range to view the historical exchange rates for that period. 5. In the results subtab, you can choose the columns you want to display in your search results. For example, you might want to include 'Base Currency', 'Transaction Currency', 'Exchange Rate', and 'Effective Date'. 6. Save your search. Please note that the 'Currency Exchange Rate' record type might not be available in all NetSuite accounts due to account-specific settings or permissions. Also, remember that the exchange rate that gets applied will depend on the GL account associated with the transaction line. For assets and liabilities, the current rate will always get applied, regardless of the transaction dates. ****** 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: 0.857047
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.854645193
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.846659958
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m
i need to view the historical excange rate that netsuite working on