Nour Khaled
02/11/2025, 12:39 PMCeligo AI
02/11/2025, 12:39 PMAI generated answer (using internal Slack threads):To create a saved search that returns the invoice a credit memo is applied on in NetSuite, you can follow these 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 filters: - Type is Credit Memo - Main Line is False (this is to exclude the main line and only include the lines that apply to the invoices) 4. In the Results subtab, set the following columns: - Name (this will display the customer name) - Document Number (this will display the credit memo number) - Applying Transaction > Document Number (this will display the invoice number that the credit memo is applied to) 5. Save the search. This will give you a list of credit memos and the corresponding invoices they are applied to. ****** 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
02/11/2025, 12:40 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.851014912
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.84466517
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842602
Celigo AI
02/11/2025, 12:40 PM