How to create a saved search to pull merged and in...
# ask-stanley-ai
n
How to create a saved search to pull merged and inactive Revenue Arrangements from NetSuite?
c
AI generated answer (using internal Slack threads):
To create a saved search to pull merged and inactive Revenue Arrangements from NetSuite, follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the 'Revenue Arrangement' from the record type dropdown. 3. In the 'Criteria' tab, set the following filters: - Status: Any of Inactive - Type: Any of Revenue Arrangement - Merged: Yes 4. In the 'Results' tab, select the fields you want to display in your search results. For example, you might want to include 'Name', 'Status', 'Type', 'Merged', etc. 5. Click 'Save & Run' to run the search and view the results. Please note that the 'Merged' field is not a standard field in NetSuite and might be a custom field in your account. If you can't find it, you might need to add it to your account or check with your NetSuite administrator. ****** 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: 0.834917247
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833462536
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830058098
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