how can run a saved search for subscription renewa...
# ask-stanley-ai
m
how can run a saved search for subscription renewal history
c
AI generated answer (using internal Slack threads):
To run a saved search for subscription renewal history, you would need to create a saved search on the 'Contracts' record type. Here are the steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select 'Contracts' from the list of record types. 3. In the Criteria subtab, you can set filters to narrow down the results. For example, you might want to filter by 'Contract Status' to only include contracts with a status of 'Renewal Generated' or 'Renewal Processed'. 4. In the Results subtab, you can choose which fields to display in the search results. You would want to include fields like 'Contract ID', 'Contract Name', 'Renewal Transaction', and 'Renewal Transaction Line ID'. 5. Click 'Save & Run' to run the search. Please note that the 'Renewal Transaction Line ID' field might not be directly available. You might need to use a formula field to extract this information from the 'Renewal Transaction' field. The exact formula would depend on how your NetSuite instance is set up. ****** 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: 0.793086708
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.792112827
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.789741278
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