Saved Search Creation
- Log into NetSuite
- In the top navigation: "Reports" -> "Saved Searches" -> "All Saved Searches" -> "New"
- Typical Scripts / Scenarios
- Special Scripts / Scenarios
NOTE:
- Saved searches will almost always give the textual version of the field.
Resources:
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
- In the "Filter" drop down list select "Type"
- 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"
- Select:
- "Field": (Select multiple by holding the Ctrl key)
- 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
- In the "Filter" drop down list select "Inactive"
- 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"
- In the "Formula" column paste this code in:
- Select:
- 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
- In the "Filter" drop down list select "Type"
- 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
- In the "Filter" drop down list select "Type"
- 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
- In the "Filter" drop down list select "Type"
- 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
- Select "Inactive"
- 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
- Select "Inactive"
- 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
- Select "Inactive"
- 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
- In the "Filter" drop down list select "Type"
- 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
- In the "Filter" drop down list select "Type"
- 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
- Select "Inactive"
- 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"
- Select:
- 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
- Select "Inactive"
- Click on "Results" tab
- Click on the "Remove all" button
- "Field":
- Type or Select:
- "Name"
- Type or Select:
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
- In the "Filter" drop down list select "Inactive"
- 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"
- Select:
- "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"
- Select:
- Click on the "Add Multiple" button
- "Assembly Item Fields..."
- Select:
- "Field": (Select multiple by holding the Ctrl key)
- "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"
- Select:
- Click on the "Add Multiple" button
- "Revision Fields..."
- Select:
- Click on the down arrow next to the "Save" button and click on "Save & Run"
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