how to create a transacction search for a specific...
# ask-stanley-ai
r
how to create a transacction search for a specific customer and all its children
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AI generated answer (using internal Slack threads):
To create a transaction search for a specific customer and all its children in NetSuite, you can use the 'Customer: Subsidiary of' field in the search criteria. This field allows you to search for transactions related to a specific customer and all its child customers. Here are the steps to create such a search: 1. Navigate to the 'Global Search' field at the top of your NetSuite account. 2. Type 'Transaction' and select 'Transaction' from the dropdown list to open the 'Transaction Search' page. 3. In the 'Standard' tab of the 'Transaction Search' page, click on the 'Criteria' subtab. 4. In the 'Filter' section, click on the 'Add Filter' button. 5. In the 'Field' dropdown list, select 'Customer: Subsidiary of'. 6. In the 'Operator' dropdown list, select 'any of'. 7. In the 'Value' field, enter the name of the specific customer. 8. Click on the 'Set' button to add the filter. 9. Click on the 'Search' button to execute the search. This will return all transactions related to the specific customer and all its child customers. If you want to exclude the transactions of the child customers and only display the transactions of the parent customer, you can remove the 'Customer: Subsidiary of' filter and use the 'Name' filter instead. Set the 'Name' filter to the name of the parent customer. Please note that if you want to stop displaying child customer transactions under parent customers for certain customers, you would have to use a script or a workflow to change the form based on the selected customer. The form would have any elements you wanted hidden on it. ****** 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: 0.846710205
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842604339
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.825232267
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