How to create a saved search to pull in the ZAB re...
# ask-stanley-ai
n
How to create a saved search to pull in the ZAB revenue details from the invoice related record section?
c
AI generated answer (using internal Slack threads):
To create a saved search to pull in the ZAB revenue details from the invoice related record section, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the "Transaction" type for your saved search. 3. In the Criteria subtab, add the following filters: - Type: is Invoice - Main Line: is True - Job (Main) or Project (Main line): is not empty (This will ensure that only invoices related to a project are pulled in) 4. In the Results subtab, add the fields you want to display in your search results. For ZAB revenue details, you might want to include fields like 'Amount', 'Revenue Recognition Start Date', 'Revenue Recognition End Date', etc. The exact fields will depend on how you have configured your ZAB and ARM setup. 5. Save and run your search. Please note that the exact fields and criteria might vary based on your specific NetSuite setup and the details you want to pull in for ZAB revenue. If you can't find the fields you need, you might need to use a SuiteAnalytics Workbook or create a custom search with SuiteScript. ****** 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: 0.86352545
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841430664
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83807373
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