Follow

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"
  • 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"

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 "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:
        • "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"

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"

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

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