create saved search duplicate transactions based o...
# ask-stanley-ai
s
create saved search duplicate transactions based on amount
c
AI generated answer (using internal Slack threads):
To create a saved search for duplicate transactions based on the amount, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the record type for which you want to create the saved search. In this case, it would be 'Transactions'. 3. Define your criteria. You would want to include 'Amount' in your criteria. 4. In the Results subtab, add the fields you want to display in your search results. You would want to include 'Amount' and 'Internal ID' or 'Document Number'. 5. In the Summary subtab, set 'Group' for 'Amount' and 'Count' for 'Internal ID' or 'Document Number'. 6. In the Summary Filter subtab, set 'Count' of 'Internal ID' or 'Document Number' is greater than 1. This will give you a list of transactions where the amount is the same and there are more than one transaction with that amount. Please note that you may encounter an issue where you cannot group by the 'Amount' field. This is a known limitation in NetSuite. A workaround for this is to use a formula field to convert the amount to text, but this may not always work. If you encounter this issue, you may need to find a different field to group by. ****** 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: 0.821987867
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817947865
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.813576102
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