Hi Everyone, I need to create a saved search to pu...
# accounting
n
Hi Everyone, I need to create a saved search to pull merged and inactive Revenue Arrangements from NetSuite? We use ZAB for billing and NS ARM for rev. recog. I couldn't find Revenue Arrangements in the New saved search list.
c
Revenue Arrangements are not in the usual saved search list. You need to use SuiteAnalytics Workbook or make a custom search with SuiteScript. Try searching under "Transaction" type and filter by record type. You can also see if your ARM setup made custom record types for revenue arrangements that show up separately. If you only need a one-time export of merged or inactive arrangements, you can get it from the Revenue Management dashboard.
n
@christianRILECPQ Thank you. Yes, I am looking for one time export of inactive arrangements. How to enable the RM dashboard? Please provide the steps. I created one saved search with below criteria but it is showing 5k records of inactive RAs for the month of July. I am not sure if that is pulling it correctly. I created this search from a Revenue Recognition Plan. Please verify and let me know if this is incorrect. Also, please let me know what is the correct way to create it. Thank you very much in advance🙏*. This is very critical and urgent for me.*