Nour Khaled
03/19/2025, 10:03 AMCeligo AI
03/19/2025, 10:03 AMAI generated answer (using internal Slack threads):To create a saved search that returns the bill related to the PO in NetSuite, you can follow these steps: 1. Navigate to
Reports > New Search
.
2. Select Transaction
as the search type.
3. In the Criteria
tab, add the following filters:
- Type
is Purchase Order
- Main Line
is True
- Billing Transaction : Main Line
is True
4. In the Results
tab, add the fields you want to display. For example, you might want to include Document Number
, Amount
, Status
, Created From : Document Number
(this will show the PO number that the bill was created from).
5. If you want to see only open POs with or without bills, you can add another filter in the Criteria
tab: Status
is Open
.
6. If you want to see the amount that's been billed, you can add Billing Transaction : Amount
to the Results
tab.
Remember, you can also use the Applying Transaction
link and limit it to bills. This might require some creativity with your fields, especially if you want to see both billed and unbilled POs. You could also use the Quantity Billed
field as a control, as this tells you which lines are billed rather than simply using the PO status.
******
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
03/19/2025, 10:03 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.849150181
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.839638591
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82922852
Celigo AI
03/19/2025, 10:03 AM