Criteria to Create Open Purchase Order Saved Searc...
# ask-stanley-ai
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Criteria to Create Open Purchase Order Saved Search
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AI generated answer (using internal Slack threads):
To create an Open Purchase Order Saved Search, follow these steps: 1. Navigate to the Saved Search creation page in NetSuite. 2. Select the search type as 'Transaction'. 3. Set the criteria to 'Type = Purchase Order'. 4. To filter for open Purchase Orders, you can add a criteria 'Status = Pending Receipt' or 'Status = Partially Received'. 5. If you want to filter out for just the Purchase Orders that were created in a certain period, set the Date criteria to "On or after" then you can choose (Relative) then choose the period you want. 6. If you want to see only the transactions that have a G/L impact, add criteria 'Posting = Yes'. Remember, the results will be per LINE ITEM on each of your Purchase Orders. If you don't want to see certain lines, find the corresponding criteria and set them to false. ****** 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: 0.838134825
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833496153
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832458615
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