how to get in a search if an employee has any tran...
# ask-stanley-ai
m
how to get in a search if an employee has any transaction related to it?
c
AI generated answer (using internal Slack threads):
To get in a search if an employee has any transaction related to it, you can create a Transaction Saved Search in NetSuite. Here are the steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction from the list. 3. In the Criteria subtab, you can add a new criterion. Select 'Name' from the drop-down list and set the condition to 'any of'. In the value field, you can select the employee's name. 4. In the Results subtab, you can define what information you want to see in the search results. For example, you can add 'Name', 'Transaction Number', 'Type', 'Date', etc. 5. Click Save & Run to execute the search. This will return a list of all transactions associated with the specified employee. If no transactions are returned, it means the employee has no transactions associated with them. Please note that the 'Name' field in the transaction search corresponds to the entity associated with the transaction, which can be a customer, vendor, employee, etc. So, when you filter by 'Name', it will return transactions where the specified employee is the entity. ****** 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: 0.835512698
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824959874
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824222863
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