YASSER
11/28/2024, 2:34 PMCeligo AI
11/28/2024, 2:34 PMAI generated answer (using internal Slack threads):To create a report that shows the sales order date, the date of the delivery note, and the invoice of the sales order, you can create a saved search in NetSuite. Here's a step-by-step guide: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction as the type of search. 3. In the Criteria subtab, set the following filters: - Type = Sales Order - Main Line = True 4. In the Results subtab, add the following fields: - Date (Sales Order Date) - Name (Customer Name) - Document Number (Sales Order Number) - Billing Transaction (Invoice Number) - Billing Transaction Date (Invoice Date) - Applying Transaction (Delivery Note) - Applying Transaction Date (Delivery Note Date) 5. Save and Run the search. Please note that the "Applying Transaction" and "Billing Transaction" fields will show the related transactions for the sales order. If the invoice or delivery note is not created yet, these fields will be blank. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
11/28/2024, 2:35 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83504343
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833941281
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829365373
Celigo AI
11/28/2024, 2:35 PM