Fernando Batres
08/19/2025, 10:38 PMCeligo AI
08/19/2025, 10:38 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems that you can perform a search on transaction line items in NetSuite and filter on a custom field to return the associated customer. However, the path Transactions > Customers > individual statement might not be directly available through a custom search. To perform a search on transaction line items, you can go under the criteria tab and set Mainline to no. This will allow you to filter on a custom field and return the associated customer. For custom transactions, it's possible to change what appears in the global search. For example, you can change it to doc number / custom field, provided the custom field is a text field. When it comes to searching for customers using a certain form, it's important to note that forms are user-specific. Unless the actual form is checked for “Store Form with record”, there is no actual form associated with the customer. It’s just the form one uses to view the record. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
08/19/2025, 10:38 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.819791734
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818265915
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.816866517
Celigo AI
08/19/2025, 10:38 PM