can i customize the transaction search under the v...
# ask-stanley-ai
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can i customize the transaction search under the vendor record?
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AI generated answer (using internal Slack threads):
Yes, you can customize the transaction search under the vendor record in NetSuite. This can be achieved by creating a saved search. Here are the steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the record type you want to search. In this case, select 'Transaction'. 3. Define your criteria and results as per your requirements. You can add filters, set the display fields, and sort the results. 4. Save the search. Once you have created the saved search, you can use it as a filter when viewing transactions from the vendor record. However, please note that if you try to customize the default transaction search directly from the vendor record, it may not save your changes. This is because the default transaction search is a system-defined search and its criteria and results are fixed. If you need to add custom fields like annual spend, payment count/type, annual invoice/PO count, DPO, etc., you can create these fields on the vendor record and include them in your saved search. If these fields need to be calculated based on other data, you may need to write a script that runs periodically and updates these fields. ****** 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: 0.871724486
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.84915483
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.847037554
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