How can I use a saved search in NetSuite to identi...
# ask-stanley-ai
j
How can I use a saved search in NetSuite to identify transactions that either: Were created after a period was closed, but dated within the closed period (i.e., backdated), or Involved edits to existing transactions that affected inventory quantities after the period was locked?
c
AI generated answer (using internal Slack threads):
To identify transactions that were created after a period was closed but dated within the closed period (i.e., backdated), or involved edits to existing transactions that affected inventory quantities after the period was locked, you can create a saved search in NetSuite with specific criteria and results. Here's a step-by-step guide on how to do this: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the type of transaction you want to search for (e.g., Sales Order, Purchase Order, etc.). 3. In the Criteria subtab, set up the following filters: -
Accounting Period: Closed
is True. This will filter out transactions from open periods. -
System Notes: Date
is within the closed period. This will identify transactions that were created or edited during the closed period. -
System Notes: New Value
is not empty. This will identify transactions that were edited. -
System Notes: Field
is
Quantity
. This will identify transactions that affected inventory quantities. 4. In the Results subtab, include the fields that you want to display in the search results. For example, you might want to include
Name
,
Date
,
Accounting Period
,
System Notes: Field
,
System Notes: Old Value
, and
System Notes: New Value
. 5. Save and run the search. This saved search will return a list of transactions that were either created or edited after the accounting period was closed but are dated within the closed period, and involved changes to inventory quantities. ****** 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: 0.869814694
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.852202773
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.850634038
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