Aaron R
01/14/2025, 2:10 AMCeligo AI
01/14/2025, 2:10 AMAI generated answer (using internal Slack threads):To pull a search of the transaction types that users are creating or modifying within the last 3 months, you can create a Transaction Search in NetSuite. Here are the steps: 1. Navigate to
Reports > Saved Searches > All Saved Searches > New
.
2. Select Transaction
from the list.
3. In the Criteria
subtab, set the following:
- Date
is within the last 3 months.
- Main Line
is Yes
(to exclude tax, shipping, and item lines).
4. In the Results
subtab, you can select the fields you want to display in the search results. For example, you might want to include Type
, Name
, Date
, Amount
, etc.
5. Save and Run the search.
This will give you a list of all transactions that have been created or modified within the last 3 months.
Please note that this search will only return transactions that the current user has permission to view. If you need to see all transactions regardless of permissions, you may need to run the search as an administrator or a role with full permissions.
******
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
01/14/2025, 2:10 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.816651
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.81106317
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.809954345
Celigo AI
01/14/2025, 2:10 AM