Saturday, July 6, 2019

Create a Saved Search to list all Sales Order and the User Whose Last Action in NetSuite Caused the Status of the Sales Order to be Changed

During the sales cycle a sales order can have different statuses. These statuses may be set by users to Approved or Rejected when they perform these actions, but its also set by NetSuite as the sales order advances within Sales Cycle. For example, the status of an approved  sales order will be changed from Pending Fulfillment to  Pending Billing when the sales order is fulfilled, and from Pending Billing to Billed when an invoice is created for the sales order.

The steps below show how to create a saved search to list all sales order and the user whose last action in NetSuite caused the status of the sales order to be changed:

1. Navigate to Lists > Search > Saved Searches > New.
2. Select Transaction.
3. Under the Criteria tab > Standard subtab add three filters:

  • Main Line is True.
  • Type is any of Sales Order.
  • System Notes Fields : Field  is Document Status.

4. Under the Results tab > Columns subtab add five fields:

  • Field = Date.
    Summary Type = Group.
  • Field = Number.
    Summary Type = Group.
  • Field = Name.
    Summary Type = Group.
  • Field = Amount.
    Summary Type = Maximum.
  • Field = Formula (Text).
    Formula = max(to_char(substr({},1,3900))) keep(dense_rank last order by {})
    Summary Type = Maximum

5. Click Save.


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