how to create a saved search for bank details linked with the vendor record

AI generated answer (using internal Slack threads):

To create a saved search for bank details linked with the vendor record, you will need to follow these steps: 1. Go to

Reports > Saved Searches > All Saved Searches > New

. 2. Select

Vendor

from the list. 3. In the

Criteria

tab, you can specify the conditions for the vendors you want to include in the search. 4. In the

Results

tab, you can specify the fields you want to display in the search results. However, please note that the bank details are a sublist from the vendor record. Therefore, you might need to pull them to the vendor record first. This can be done using analytics, but note that it can be one-to-many, so you should settle on some criteria, like only primary or whatever setup you have. If you are trying to pull the bank name located in vendor > Financial > Ach in a vendor saved search, you might need to start your search from the ACH record then find the parent vendor. However, this might not be possible if you don't have the "electronic bank payments" bundle installed. If you are using the feature under

Setup->Company-> Enable features

Transaction tab called

ACH VENDOR PAYMENTS

, the bank details might be buried from being searchable. In this case, you might be able to get NetSuite to open up that record type to be searchable. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******