Saved Search Creation

NOTE:

  • Saved searches will almost always give the textual version of the field.

Resources:

  1. https://docs.oracle.com/cloud/latest/netsuitecs_gs/NSSRC/NSSRC.pdf

Bill Of Materials (BOM)

  • Select "Item"
  • Search Title: "DC - BOM"
  • On the "Criteria" tab
    • In the "Filter" drop down list select "Type"
      • Type: "any of"
      • Select "Assembly/Bill of Materials" and click on the "Set" button
  • Click on "Results" tab
    • Click on the "Remove all" button
    • Click on the "Add Multiple" button
      • "Field": (Select multiple by holding the Ctrl key)
        • Select:
          • "Inventory Location"
          • "Member Item"
          • "Member Quantity"
  • Click on the down arrow next to the "Save" button and click on "Save & Run"

Customers

  • Select "Customer"
  • Search Title: "DC - Customer
  • On the "Criteria" tab
    • In the "Filter" drop down list select "Inactive"
      • Click on "No" and click on the "Set" button
  • Click on "Results" tab
    • Click on the "Remove all" button
    • Click on the "Add Multiple" button
    • "Field": (Select multiple by holding the Ctrl key)
      • Select:
        • "Company Name"
        • "First Name"
        • "Last Name"
        • "Formula (Text)"
          • In the "Formula" column paste this code in:
            • CASE WHEN TRIM(BOTH ',' FROM {companyname}) IS NULL THEN {firstname}||{lastname} ELSE {companyname} END

          • In the "Custom Label" column type "Description"

  • Click on the down arrow next to the "Save" button and click on "Save & Run"

Customer / Sales Orders

  • Select "Transaction"
  • Search Title: "DC - Customer / Sales Orders"
  • On the "Criteria" tab
    • In the "Filter" drop down list select "Type"
      • Type: "any of"
      • Select "Sales Order" and click on the "Set" button
  • Click on "Results" tab
    • Click on the "Remove all" button
    • Click on the "Add Multiple" button
      • "Field": (Select multiple by holding the Ctrl key)
      • Select:
        • "Date"
        • "Item"
        • "Item Rate"
        • "Line ID"
        • "Location"
        • "Main Line Name"
        • "Name"
        • "Quantity"
        • "Ship Date"
        • "Status"
  • Click on the down arrow next to the "Save" button and click on "Save & Run"

Items

  • Select "Item"
  • Search Title: "DC - Items"
  • On the "Criteria" tab"
    • In the "Filter" drop down list select "Type"
      • Type: "any of"
      • Select "Assembly, Inventory Item, Non-inventory Item" and click on the "Set" button
    • Select "Inactive"
      • Click on "No" and click on the "Set" button
  • Click on "Results" tab
    • Click on the "Remove all" button
    • Click on the "Add Multiple" button
      • "Field": (Select multiple by holding the Ctrl key)
      • Select:
        • "Internal ID"
        • "Inventory Number" : "Item"
        • "Class"
        • "Description"
        • "Last Modified"
        • "Last Purchase Price"
        • "Lead Time"
        • "Minimum Quantity"
        • "On Hand"
        • "Reorder Point"
        • "Safety Stock Level"
        • "Units Type"
        • "Vendor"
  • Click on the down arrow next to the "Save" button and click on "Save & Run"

Item Location

  • Select "Item"
  • Search Title: "DC - Item Location"
  • On the "Criteria" tab"
    • In the "Filter" drop down list select "Type"
      • Type: "any of"
      • Select "Inventory Item" and click on the "Set" button
    • Select "Inactive"
      • Click on "No" and click on the "Set" button
  • Click on "Results" tab
    • Click on the "Remove all" button
    • Click on the "Add Multiple" button
      • "Field": (Select multiple by holding the Ctrl key)
      • Select:
        • "Available"
        • "Internal ID"
        • "Minimum Quantity"
        • "Safety Stock Level"
        • "Location"
        • "Location Average Cost"
        • "Location Lead Time"
        • "Location On Hand"
  • Click on the down arrow next to the "Save" button and click on "Save & Run"

Locations

  • Select "Location"
  • Search Title: "DC - Locations"
  • On the "Criteria" tab"
    • Select "Inactive"
      • Click on "No" and click on the "Set" button
  • Click on "Results" tab
    • Click on the "Remove all" button
    • Click on the "Add Multiple" button
      • "Field": (Select multiple by holding the Ctrl key)
      • Select:
        • "Internal ID"
        • "Name"
        • "Country"
  • Click on the down arrow next to the "Save" button and click on "Save & Run"

Lot Control

  • Select "Inventory Numbers"
  • Search Title: "DC - Lot Control"
  • Click on "Results" tab
    • Click on the "Remove all" button
    • Click on the "Add Multiple" button
      • "Field": (Select multiple by holding the Ctrl key)
      • Select:
        • "Internal ID"
        • "Item"
        • "On Hand"
        • "Expiration Date"
        • "Location"
        • "Number"
  • Click on the down arrow next to the "Save" button and click on "Save & Run"

Product Classes

  • Select "Class" (May also be "Classification")
  • Search Title: "DC - Product Classes"
  • On the "Criteria" tab"
    • Select "Inactive"
      • Click on "No" and click on the "Set" button
  • Click on "Results" tab
    • Click on the "Remove all" button
    • Click on the "Add Multiple" button
      • "Field": (Select multiple by holding the Ctrl key)
      • Select:
        • "Internal ID"
        • "Name"
  • Click on the down arrow next to the "Save" button and click on "Save & Run"

Routing

  • Select "Manufacturing Routing"
  • Search Title: "DC - Routing"
  • On the "Criteria" tab"
    • Select "Inactive"
      • Click on "No" and click on the "Set" button
  • Click on "Results" tab
    • Click on the "Remove all" button
    • Click on the "Add Multiple" button
      • "Field": (Select multiple by holding the Ctrl key)
      • Select:
        • "Internal ID"
        • "Item"
        • "Manufacturing Work Center"
        • "Operation Name"
        • "Run Rate"
        • "Setup Time"
        • "Lag Type"
        • "Operation Sequence"
  • Click on the down arrow next to the "Save" button and click on "Save & Run"

Shop / Work Orders

  • Select "Transaction"
  • Search Title: "DC - Shop / Work Orders"
  • On the "Criteria" tab
    • In the "Filter" drop down list select "Type"
      • Type: "any of"
      • Select "Work Order" and click on the "Set" button
  • Click on "Results" tab
    • Click on the "Remove all" button
    • Click on the "Add Multiple" button
      • "Field": (Select multiple by holding the Ctrl key)
      • Select:
        • "Built" (Not all customers have this field)
        • "Date"
        • "End Date"
        • "Item"
        • "Location"
        • "Main Line Name"
        • "Quantity"
        • "Status"
        • "Transaction Number"
  • Click on the down arrow next to the "Save" button and click on "Save & Run"

Vendor / Purchase Orders

  • Select "Transaction"
  • Search Title: "DC - Vendor / Purchase Orders"
  • On the "Criteria" tab
    • In the "Filter" drop down list select "Type"
      • Type: "any of"
      • Select "Purchase Order" and click on the "Set" button
  • Click on "Results" tab
    • Click on the "Remove all" button
    • Click on the "Add Multiple" button
      • "Field": (Select multiple by holding the Ctrl key)
      • Select:
        • "Actual Ship Date"
        • "Actual Ship/Receipt Date" (If "Actual Ship Date" is not available)
        • "Date"
        • "Item"
        • "Line ID"
        • "Location"
        • "Main Line Name"
        • "Name"
        • "Quantity"
        • "Quantity Fulfilled/Received"
        • "Status"
        • "Transaction Number"
        • "To Location Fields... -> Internal ID" (If needed)
        • "To Location Fields... -> Name" (If needed)
  • Click on the down arrow next to the "Save" button and click on "Save & Run"

Vendors

  • Select "Vendor"
  • Search Title: "DC - Vendor
  • On the "Criteria" tab
    • Select "Inactive"
      • Click on "No" and click on the "Set" button
  • Click on "Results" tab
    • Click on the "Remove all" button
    • Click on the "Add Multiple" button
    • "Field": (Select multiple by holding the Ctrl key)
      • Select:
        • "Company Name"
        • "First Name"
        • "Last Name"
  • Click on the down arrow next to the "Save" button and click on "Save & Run"

Work Center

  • Select "Group"
  • Search Title: "DC - Work Center"
  • On the "Criteria" tab
    • Select "Inactive"
      • Click on "No" and click on the "Set" button
  • Click on "Results" tab
    • Click on the "Remove all" button
    • "Field":
      • Type or Select:
        • "Name"

Advanced Bill Of Materials (ABOM)

  • Select "Bill of Materials"
  • Search Title: "DC - Advanced BOM with Current Revision"
  • On the "Criteria" tab
    • In the "Filter" drop down list select "Inactive"
      • Click on "No" and click on the "Set" button
    • Select "Formula (Text)"
      • In the "Formula" box type: CASE WHEN {revisionname} = {revision.name} THEN 1 ELSE 0 END
      • In the "Formula (TEXT)" box select "is" and type 1
      • Click the "Set" button
  • Click on "Results" tab
    • Click on the "Remove all" button
    • Click on the "Add Multiple" button
      • "Field": (Select multiple by holding the Ctrl key)
        • Select:
          • "Date Created"
          • "Used on Assembly"
            • OPTIONAL: Set custom label "Used"
          • "Formula (TEXT)"
            • Set custom label "Current Revision"
            • Set formula "CASE WHEN {revision.effectivestartdate} > {today}  THEN 'No' ELSE (CASE WHEN {revision.effectiveenddate} < {today}  or {revision.effectiveenddate} <> NULL THEN 'No' ELSE 'Yes' END) END"
      • "Field":
        • Select:
          • "Assembly Item Fields..."
            • Click on the "Add Multiple" button
              • Select:
                • "Assembly"
                • "Assembly ID"
                • "Bill of Materials"
                  • OPTIONAL: Set custom label "BOM Name"
                • "Bill of Materials ID"
                  • OPTIONAL: Set custom label "BOM ID"
                • "Default"
                  • OPTIONAL: Set custom label "Master Default"
    • "Field":
      • Select:
        • "Revision Fields..."
          • Click on the "Add Multiple" button
            • Select:
              • "Effective Start Date"
              • "Effective End Date"
              • "Inactive"
              • "Name"
                • OPTIONAL: Set custom label "Revision Name"
  • Click on the down arrow next to the "Save" button and click on "Save & Run"

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.