i want to create a saved search that returns for m...
# ask-stanley-ai
n
i want to create a saved search that returns for me all the cash sales that were created from sales orders in netsuite
c
AI generated answer (using internal Slack threads):
To create a saved search that returns all the cash sales that were created from sales orders in NetSuite, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Cash Sale from the list of record types. 3. In the Criteria subtab, add a new filter: - Field: Type - Operator: is - Value: Cash Sale 4. Add another filter: - Field: Main Line - Operator: is - Value: T (This will return only the main line of the transaction, not each line item) 5. Add another filter: - Field: Created From - Operator: none of - Value: leave this field blank (This will return only cash sales that were created from another transaction) 6. In the Results subtab, you can add the columns you want to display in your search results. For example, you might want to include the following: - Name - Date - Status - Amount - Created From 7. Click Save & Run to view your search results. Remember, this search will return all cash sales that were created from another transaction, such as a sales order. If you want to return only cash sales that were created from a specific sales order, you would need to modify the 'Created From' filter to specify that sales order. ****** 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: 0.843811095
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841003537
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.839599729
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