Thursday, May 2, 2019

Saved Search toDisplay Last Purchase Date of Item per Customer

This cannot be done on reports. One workaround is to run a saved search. There's one search readily available in NetSuite that let's users see the information. We can customize the search as follow:

1. Navigate to any customer record. On Sales tab > Items Purchased subtab, click on Customize View.

2. Click on More Options.

3. Rename the Search Title.

4. On Results tab, add Customer/Job field...> select Name. Change the Summary Type to Group.

5. Click on Add.

- Click on Preview or Save As.



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