Friday, November 16, 2018

Identify the Source of a Transaction (e.g. CSV, Web, etc)

Currently, the data source for sales orders can be seen in NetSuite through the sales order form. For bills, journal entries, invoices, etc., the source of data can be identified through a saved search:


1.  Navigate to Transactions>Management>Saved Searches>New

2.  Click on Transactions link

3.  Under Criteria tab> Standard subtab

- Select Type (on the pop up select transaction e.g. Bill)
- Look for Source (on the pop up select if CSV, Web Services, Web, Customer Center)>click Done

4.  Click on Results tab > Columns subtab

- Add Source
- Add other fields

5.  Enter the name of the search 

6.  Click Save & Run

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