How can I create asaved search with the use of app...
# ask-stanley-ai
a
How can I create asaved search with the use of applied to/applying transactions so I can get all the relavant info on finalized transaction?
c
AI generated answer (using internal Slack threads):
To create a saved search with the use of applied to/applying transactions to get all the relevant info on finalized transactions, you can follow these steps: 1. Navigate to the saved search creation page in NetSuite. This can be found under
Reports > New Search
. 2. Select the type of transaction you want to create a saved search for. For example, if you want to create a saved search for Purchase Orders, select
Purchase Order
. 3. In the
Criteria
tab, scroll down to the
...
fields. Here, you can find selections for
Applying Transaction
and
Applied To Transaction
. These fields allow you to create a relationship between the transaction you're creating a saved search for and another transaction. 4. Depending on the transaction type, you might need to use both
Applying Transaction
and
Applied To Transaction
. For example, if you're creating a saved search for a Bill Payment, you might want to use
Applied To Transaction
to show the invoices the payment has been applied to, and
Applying Transaction
to show any credits that have been applied as part of the payment. 5. In the
Results
tab, you can select the fields you want to display in your saved search. You can include fields from the
Applying Transaction
and
Applied To Transaction
to show more information about how the transactions are related. 6. Once you've set up your criteria and results, you can save your search. You can then run this search to get all the relevant info on finalized transactions. Remember to set
Main Line
to
No
if you want to include line-level information in your search. ****** 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: 0.846894801
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.839771926
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.836076319
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a
I need this for invoice and customer returns, not PO