how to create a saved search that returns the bill...
# ask-stanley-ai
n
how to create a saved search that returns the bill related to the po in netsuite
c
AI 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. ******
Slack 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
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