Saturday 22 October 2016

NetSuite - How to create a saved search which replicate the Sales Order by Item Summary Report

How to create a  saved search which would replicate the Sales Order by Item Summary Report, users can perform the following steps:
1. Navigate to Lists > Search > Saved Searches > New > Select Transaction.
2. Enter a Search Title.
3. In the Criteria tab > Standard sub tab, add the following filters:
    Type = any of Sales Order, Return Authorization
    Status = none of Sales Order:Cancelled, Sales Order:Pending Approval, Return     Authorization:Cancelled,Return Authorization:Pending Approval
    Main Line = False
    Tax Line = False
    Shipping Line = False
4. In the Results tab > Columns sub tab, set the following fields:
     Field | Summary Type
    Item Fields... = Type | Group
    Item | Group
    Item Fields...= Description | Group
    Quantity | Sum
    Amount | Sum
5. Under the Results tab, also set the following:
    Sort By = Item Fields : Type
    Then By = Item
    Show Totals = True (checked)
6. In the Available Filters tab, set the following
    Filter | Show in Footer
    Date | True (checked)

7. Preview/Save the search.
Share:

0 comments:

Post a Comment