create a saved search formula to pull applied to t...
# ask-stanley-ai
s
create a saved search formula to pull applied to transaction on the line level
c
AI generated answer (using internal Slack threads):
To create a saved search formula to pull applied to transaction on the line level, you can follow these steps: 1. Start by creating a new saved search. Go to Reports > New Search. 2. Select the record type you want to base your search on. For example, if you want to pull applied to transaction on the line level for invoices, select 'Transaction' as the record type. 3. In the Criteria subtab, add the following criteria: - Type = Invoice (or the transaction type you are interested in) - Main Line = False (this ensures that the search results are at the line level) 4. In the Results subtab, add the fields you want to display in your search results. To pull the applied to transaction, you can add the 'Applying Transaction' field. 5. If you want to pull specific information from the applying transaction, you can use a formula. For example, to pull the amount from the applying transaction, you can use a formula like this:
Formula (Numeric) = {applyingtransaction.amount}
. Make sure to set the Summary Type to 'Group' for this field. 6. Save your search. Please note that the exact formula and fields you need to use may vary depending on your specific requirements and the structure of 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. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.847490549
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841892064
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.840505481
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