Saturday, June 29, 2019

Add Print Statement Link to Customer Saved Search Results

By going to More Actions > Generate Statement from the customer record, you can be directed to the Print Individual Statement page where you can print that specific customer's statement. 

A formula field can be added to a customer saved search that will go directly to the Print Individual Statement page, acting as a shortcut and saving the extra step of going through the customer record first.  To do this, add this field on the Results tab of your saved search:

Field: Formula (Text)
Formula: '<A href="'||{internalid}||'&whence=">Print Statement</A>'
Custom Label: Print Statement

Note: Please make a note of the URL used to access your NetSuite account. If the URL has something between "system" and "" (e.g., include that in the formula.

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