How can i create a saved search to show only lines...
# ask-stanley-ai
a
How can i create a saved search to show only lines where the Entity on the Line is of type Employee?
c
AI generated answer (using internal Slack threads):
To create a saved search to show only lines where the Entity on the Line is of type Employee, you can follow these steps: 1. Navigate to the Saved Searches section in NetSuite. 2. Click on 'New' and select 'Transaction' from the dropdown. 3. In the 'Criteria' tab, click on 'Filter' and select 'Main Line' is 'F' (False). This will ensure that the search results only show line items, not the main transaction. 4. Add another filter, select 'Type' is 'Purchase Order'. This will ensure that the search results only show Purchase Order transactions. 5. Add another filter, select 'Name' is 'Employee'. This will ensure that the search results only show lines where the Entity is of type Employee. 6. In the 'Results' tab, select the fields you want to display in the search results. For example, you might want to display 'Name', 'Item', 'Quantity', 'Amount', etc. 7. Click 'Save & Run' to run the saved search. Please note that the 'Name' field in a Purchase Order transaction line refers to the 'Requestor' field, which is the Employee who requested the Purchase Order. If you can't find the 'Name' field, look for the 'Requestor' field instead. ****** 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: 0.823242307
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.822692931
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.819702208
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