How do i create a billing rate card saved search and set in the criteria to show dynamically always the latest version or the latest effective date?

AI generated answer (using internal Slack threads):

To create a billing rate card saved search and set in the criteria to show dynamically always the latest version or the latest effective date, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the appropriate record type for your saved search. In this case, it would be 'Project Task'. 3. Define your criteria and results as needed. For the latest version or effective date, you can use a formula field in your criteria with a MAX function on the date field. This will ensure that only the latest date is considered in the search. 4. In the criteria section, you can add a new criteria line, select 'Formula (Numeric)' from the dropdown, and in the formula field, enter something like

MAX({yourdatefield})

. Set the summary type to 'Maximum'. 5. In the results tab, add the fields you want to display in your saved search results. You can include the 'Billing Class' and 'Rate Card' fields here. 6. Save your search. Please note that the

{yourdatefield}

should be replaced with the actual field id of your date field. Also, this is a general approach and might need to be adjusted based on your specific requirements and the actual fields available in your NetSuite account. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******