Invoice record : Open - Ungrouped how to get this criteria in a Saved Search

AI generated answer (using internal Slack threads):

To get the 'Invoice record : Open - Ungrouped' criteria in a Saved Search, you can follow these steps: 1. Create a new Saved Search from the Invoice record type. 2. In the Criteria tab, add a new criteria where the 'Status' field is 'Open'. 3. In the Results tab, add the fields you want to display in the search results. Make sure not to add any fields in the 'Group' column to keep the results ungrouped. If you want to add a condition based on a group (for example, only return invoices if the customer has 3 or less open invoices), you can add a custom field to the Customer record called 'Number of Open Invoices'. This field can be populated by a saved search or workflow. Then, in your invoice saved search, you can add a criteria where 'Number of Open Invoices' is less than or equal to 3. If you need to include line level details in your search and want to keep the grouping functionality, you can create a formula html field. This formula will generate a direct link to the transaction record. Here is an example of such a formula:

html
'<a href="https://<your account id>.<http://app.netsuite.com/app/accounting/transactions/transaction.nl?id='%7C%7C{internalid}%7C%7C|app.netsuite.com/app/accounting/transactions/transaction.nl?id='||{internalid}||>'" target="_blank">'||{tranid}||'</a>'

Replace

<your account id>

with your actual NetSuite account id. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******

@Nuri Ensing Here is my solution. What do you think about that? 1. Create a New Saved Search • Go to Lists → Accounting → Transactions → Management → Saved Searches → New → Transaction. • Set Transaction Type = Invoice. 2. Set Criteria for Open Invoices • Go to the Criteria tab → Standard subtab. • Add Status → any of → Open. • (Optional) Add Type → Invoice if needed. 3. Select Results Fields • Go to the Results tab. • Add fields such as Transaction ID, Customer, Date, Amount, Due Date. • Make sure the Summary Type for all fields is set to None to keep results ungrouped. 4. Optional: Make Transactions Clickable • Add a Formula (HTML) field with this formula: • '<a href="https://ACCOUNT_ID.app.netsuite.com/app/accounting/transactions/transaction.nl?id=' || {internalid} || '" target="_blank">' || {tranid} || '/a' • Replace

<ACCOUNT_ID>

with your NetSuite account number. • Set Summary Type = None. 5. Optional: Add Additional Filters • Filter by Customer, Amount Remaining > 0, or Date Range as needed.

Hi @Nuri Ensing Here is my simple answer : To get Invoice record: Open - Ungrouped in a NetSuite Saved Search: 1. Go to Reports → Saved Searches → All Saved Searches → New. 2. Select Transaction as the search type. 3. In Criteria → Standard, add: ◦ Type = Invoice ◦ Status = Invoice : Open 4. Go to the Results tab and add the fields you need, such as: ◦ Document Number ◦ Date ◦ Customer ◦ Amount ◦ Amount Remaining ◦ Due Date 5. To keep the search ungrouped, do not use the Summary tab and make sure the Summary Type for result fields is blank / None.