I need to make these purchase orders show up in a ...
# general
c
I need to make these purchase orders show up in a saved search, particularly the date field but I have no idea which field classification it falls under.
@amy
a
ah i see, so you want the date of the email sent in a search of purchase orders? that could be tricky - there coudl be multiple emails on one purchase order so it's not a 1:1 relationship. depending on the need, you might be able to do a search of message records joined to the PO ID; or if not, you might have to explore using a workflow. but i would look first for any fields called message date or something else message-related on the PO search in case netsuite does already populate a last emailed date or something
c
My CEO wants a report on a bunch of stuff that never is a 1:1 relationship.
k
I don't see why you couldn't write this in a search without a workflow
transaction search with criteria joined to "message fields" and then select the appropriate date
c
KevinJ, you're a genuis! Thank you.
k
note this could result in counting things in the wrong window, or in double counting things if you are doing math
c
Either way, you gave me the starting point of what I can work with by pointing me in the right direction. Thank you!
k
For what it's worth, this is an elementary search. I'd suggest finding some training material on it online in your spare time...
c
I've only been using netsuite for about 2 months now.
Never heard of it until I got hired at my new job.
My training was "figure it out."
k
Look at the #C2NCV5S9J channel, I believe there are links to free video trainings. Also - some good resources here (disclaimer, I work at RSM) https://technologyblog.rsmus.com/netsuite/
a
this is a new resource that NS is putting out that covers some of the more basic day to day processes, but could be helpful as well: https://orasites-prodapp.cec.ocp.oraclecloud.com/site/NS-Training/netsuite-training-videos-.html
k
Also - posted from a NS professional resource that I took a consultant bootcamp from https://orasites-prodapp.cec.ocp.oraclecloud.com/site/NS-Training/
Hah. Beat me to it Amy
a
haha jinx!
k
At least the links are different so it doesn't look like I just copied your message! haha
c
Lots of useful information, actually. Thanks.