Usman Bako
09/16/2025, 3:15 PMCeligo AI
09/16/2025, 3:15 PMAI generated answer (using internal Slack threads):To create a saved search for sales orders and its related records in NetSuite, follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction from the list. 3. In the Criteria subtab, set the following: - Type = Sales Order - Main Line = F (This is to get line level details) 4. In the Results subtab, you can select the fields you want to display in your search results. If you want to show related records, you can use the following: - Created From Fields: This will show the records that the sales order was created from. - Applying Transaction Fields: This will show the transactions that are applying to the sales order. - Applied To Transaction Fields: This will show the transactions that the sales order is applied to. 5. Save the search. Remember, the fields available in the Results subtab will depend on the transaction type. If you need to go both ways (i.e., see both the transactions that the sales order was created from and the transactions that the sales order is applied to), you can use both the Applying Transaction and Applied To Transaction fields. ****** 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
09/16/2025, 3:15 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.874267638
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.87323004
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.872558594
Celigo AI
09/16/2025, 3:15 PM