Is it possible to search by invoice number? When I search by invoice ID, I want to display the invoice. The document number is already selected in the search preferences. For example when i search by 2090, I want to display the invoice.
The search in the admin panel only comprises the entities which you see in the drop down. This includes orders, but not documents.
Adding other entities to the admin search is described in the German forum.
You could add a provider for the search using Application.addServiceProviderDecorator.
There is not really a document listing route, as documents are displayed as a part of the orders. So you could reuse the one for the orders and just display the matching orders when an associated document matches. Or you create another listing for all documents.
Another approach would be to extend the matching for orders in the backend and also search for document numbers.
Related
I am build a sharepoint document list that will be queried by a 3rd party app we are building.
The document list will hold around 5-10k documents. I need to tag each document with a related customer ID's (we have thousands of customers). Multiple customers will be tagged against a single document.
I will be querying the document list via sharepoint url to return documents based on customer ID in custom view.
What is the best way to create a one to many relationship between a document and multiple references/ID's?
#user15092184,
You can create a list for the customers, then add a multiple-value lookup column to the document library and references the customer lists.
you can select 'Allow multiple values' to create a one to many relationship.
https://sharepointmaven.com/how-to-create-a-lookup-column-in-sharepoint/
BR
New to Netsuite and the saved search function, but I cannot for the life of me get these to show on the saved search together. I can get them to pull separately.
the PO and BILL record pull from one vendor record containing a certain text
the PRs pull from another separate field called the proposed supplier containing a certain text
How can I join these three transaction types on one saved search? I'm looking for the documents that contain a certain Text..
Screenshot of Criteria
PO and Bill are transactions, so you create a search on transaction and add filters to specified/required transaction types like Bill and Purchase Order. Although I could't understand what is PR.
And then you can add other search filter on the required field with operator contains, which has certain text as you mentioned.
I am familiar with creating custom sublists on NetSuite forms by creating a Saved Search and on the Available Filters subtab, adding at least one available filter from a List/Record type field. If you don't use a List/Record type field as the first Available Filter, the saved search is not available to assign as a sublist.
Is there a workaround to add a save search as a custom sublist filtered by a Free-Form text field? Is there a way to achieve this using SuiteScrpt? Specifically, I want to use the otherrefnum field on sales transactions to filter a search that shows all other transactions with that otherrefnum. Any help is very much appreciated!
Saved search as custom list can be added to a form only with a List/Record field, since this is the Primary/Foreign key that the join is based on.
I think that the only way to add a saved search sublist that will be filtered by a free-form text is via a script.
You can do it by manually performing the search and generating the sublist on the beforeLoad of the relevant user event.
Just keep in mind that performing searches that are filtered by free text are very heavy and might have significant impact on performance and the loading time of the form.
I can create a saved search and make it a sublist and search on OtherRefNum
In the search definition add criteria to filter to the mainline.
For the available filters select PO/Check ID
go to a customer and select that search for the sublist view.
here's the bug: Now refresh the page and your filter is available.
The results are automatically filtered to transactions for that customer.
If you are trying to make a general search for OtherRefNum do you know that you can just enter it into Netsuite's global search (top of the page) and all transactions that have that value will be returned?
There is no speed penalty for doing a free text search on otherrefnum. It is an indexed field and searches on it are very fast.
I am trying to create 2 custom fields on a Sales Order; to show the total number of items that are unfulfilled, and the total combined $ amount of those items.
I have been searching for awhile and the only help I could find is that this should be possible with a saved search.
So, I have created a saved search;
And I have created a custom transaction field (see below) which I believe is referencing my saved search, but how do I select which value it refers to? The field underneath where I selected my saved search BACKORDERS SUMMARY, doesn't appear to be related at all.
The Field dropdown below the Search is not for selecting from the search results field. Summary Searches provide 1 summary value only. If you want 2 different values, you need 2 different searches.
The Field dropdown is used to select the field from the current record to use as the filter for the saved search. Assuming your custom fields are placed on the Sales Order, you'll want to set your Available Filters criteria to Internal ID and leave the Field dropdown on the custom summary search field blank. (ie: just select your search from the Search dropdown. NS will pass in the internal id when the record is loaded.)
Try splitting your Backorders Summary search into 2 different searches, each with a single summary result type, update the filters, and set the Search drop downs to the appropriate values. Should work just fine.
Does anyone know how I can retrieve the NUMBER OF ITEMS in a category in netsuite?
I'm hoping for a getAttribute tag of some sort. I need the count of total items in order to create a pagination string url.
The simple method is to create a saved search with the criteria/filters you need.
You can create saved search either programmatically or by using the tools available in netsuite.
The length of the result of saved search will show the total NUMBER OF ITEMS.
NOTE : If you want, you can retrieve the entire details of each product from saved search results.