T
04/25/2025, 8:03 AMCeligo AI
04/25/2025, 8:03 AMAI generated answer (using internal Slack threads):To add a filter for month in a saved search in NetSuite, you can follow these steps: 1. Create a custom field that extracts the month from the transaction date. You can do this by using a formula field with the formula
TO_CHAR({trandate},'MM')
which will give you the month number. If you want the month name, you can use TO_CHAR({trandate},'Month')
.
2. Once you have this custom field, you can add it to your saved search as a filter. This will allow you to filter your results based on the month.
3. If you want to compare the sales of the same month in different years, you can create another custom field that extracts the year from the transaction date using the formula TO_CHAR({trandate},'YYYY')
.
4. Then, you can add this year field as another filter in your saved search. This will allow you to select a specific month and year to compare the sales.
Please note that this solution requires the use of formula fields, which may not be available in all editions of NetSuite.
******
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
04/25/2025, 8:03 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.857068181
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841804504
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829757392
Celigo AI
04/25/2025, 8:03 AM