how to create a saved search on netsuite to find d...
# ask-stanley-ai
n
how to create a saved search on netsuite to find duplicate document number
c
AI generated answer (using internal Slack threads):
To create a saved search in NetSuite to find duplicate document numbers, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the record type you want to search. For example, if you're looking for duplicate Sales Orders, select "Transaction". 3. In the Criteria subtab, add the following filters: - Type = Sales Order (or the specific transaction type you're looking for) - Main Line = True 4. In the Results subtab, add the following fields: - Document Number (Group) - Internal ID (Count) 5. In the Summary subtab, add a filter: - Count of Internal ID greater than 1 6. Save and run the search. This will return a list of document numbers that have been used more than once. The count of Internal ID shows how many times each document number has been used. If you want to highlight the duplicate document numbers in the saved search results, you can use a formula text field in the Results subtab with a CASE statement. Here's an example:
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CASE WHEN SUM/* comment */(1) OVER(PARTITION BY {number}, {type}) > 1 THEN '<div style="background-color: red;">' || {number} || '</div>' ELSE {number} END
This formula uses an Oracle analytic function to count the number of times each document number appears for each transaction type. If the count is greater than 1, it wraps the document number in a div with a red background. ****** 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: 0.828306437
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823891222
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823120296
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