Help me create a search to alert when a period is ...
# ask-stanley-ai
s
Help me create a search to alert when a period is reopened
c
AI generated answer (using internal Slack threads):
****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To create a search that alerts when a period is reopened, you can create a saved search for the Accounting Period record. Here are the steps: 1. Navigate to
Reports > Saved Searches > All Saved Searches > New
. 2. Select
Accounting Period
from the list. 3. In the
Criteria
tab, add a filter for
Period Status
and set it to
Open
. 4. In the
Results
tab, add the fields you want to display in the search results. For example, you might want to include
Name
,
Period Status
,
Start Date
,
End Date
, etc. 5. In the
Email
tab, set up the email alert. You can specify the recipients, the schedule, and the content of the email. 6. Save the search. This search will send an email alert whenever a period is reopened. The email will contain the details of the reopened period as specified in the
Results
tab. Please note that the justification for reopening a period is saved as a user note and can be pulled into a saved search from the 'User Note Fields...' join when searching the Accounting Period record. Also, remember that the justification text field is always mandatory for reopening a period. If it's not in your account, you might need to check your settings or consult with your NetSuite administrator.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835872412
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824744403
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82194
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