How to use Saved Search in NetSuite

If you’re frustrated with seeing duplicate results or seeing blank spots in your rows there may be a quick fix. Here’s a primer to get you started.

1. What records are we searching?

Usually, I see NetSuite users are most often looking for a Transaction, Customer, or Item search. Transaction being the most complicated due to all the sub-types of transaction records. Keep in mind every searchable record in your NetSuite account is listed ( including custom records ) when you create a saved search.

2. What’s the criteria we’re looking for?

If it’s a transaction saved search then be sure to specify:

  • Main Line
    • set to True this shows you the “header” information as a row which means all of the information on the transaction except the line items.
    • set to False, it shows you just the line item information
  • Type
    • This is the transaction records you’re looking for e.g. Invoice, Sales Order, Credit Memo, etc.

3. What are the results we want to see?

Here we see the columns from the record. If you are still seeing duplicate results then usually it’s because you have a column that has multiple entries e.g. you have the Address or multi-select field as a column, and a Customer has multiple addresses so that customer is repeated on each row, with each row showing a different address.

For blanks it could be NetSuite is really showing you a null result meaning empty. In that case you may need to add a formula to say if we see a null or empty value then replace it with a zero as shown in this example for item quantities:

NVL({item.quantity},0)

Finally, sometimes you need to see information from another record. Such as you need to get some information about an item on certain transactions. Once you’ve narrowed down your transaction search, in your results look towards the bottom of the dropdown list of fields. You’ll start seeing the fields repeating again A-Z, but now with an ellipsis ( … ) after each field name. This is a “join” field, so for example, if we choose Item… then we could see fields on that item record from the transaction record we’re looking at.

For more complex reporting that involves business logic or combining Saved Searches please contact Robert@NetSuiteGuide.com for building a custom solution for your business.

NetSuite PII Removal Bundle

Sometimes doing a search for a customer in your system, even with wildcard characters in the global search, doesn’t reveal everything in NetSuite with that customer’s data:

There may be fields that aren’t exposed to the global search, other records or files containing the reference to a customer’s PII (Personally Identifiable Information). With this bundle you may select which unique fields on the customer record you consider to be PII:

Then execute a system-wide search for that information with your choice to: delete it, replace the data with placeholder text or pseudonyms, encrypt the data, or download all the customer’s data into a Zip file collection of CSVs of each record.

If your organization is in need of compliance with the latest set of privacy laws which include generating reports of customer data, to removing all traces of it from your NetSuite instance, then please reach out to see how this bundle can help!

Export NetSuite Data Bundle

Need to export all your records ( including custom records ) for backup or moving to another system? This bundle is a collection of scripts that crawl through your NetSuite instance and creates JSON or CSV files for each record type in your system. In a sandbox account with demo data this creates several hundred megabytes of data and takes less than 10 minutes to complete. Additionally, the bundle may be tailored to push select records in JSON or CSV formats to a SFTP server.

Please inquire for more details!

Visualizing NetSuite Data

My non-profit work on healthXdata.com has taught me how data can be visualized to gain a quicker and deeper understanding. By visually mapping your NetSuite data (invoices, customers, leads, sales rep territory, etc.) and even combining it with other data sources such as COVID-19 data (e.g. county/state restrictions) we may draw unique comprehendible insights.

As this bundled Suitelet & Portlet is in beta testing, I am offering it as a free personal customization to any NetSuite users that are interested. Please contact me on this site or email me directly: robert@netsuiteguide.com to learn how you can visualize your NetSuite data!

Setting Up the SuiteCloud CLI for Node.js

What I’m using:

Some prerequisites to get the SDF CLI working include making sure you have a token-based authentication integration setup, a user role setup with sufficient permissions, and the bundle “SuiteCloud Development Integration” installed. I’ll cover some of these as we go along and ensure you have the features enabled for SDF and Token Based Authentication in Setup -> Enable Features.

Start with suitecloud -h to see the cli options

Next, we’ll create our first project:

suitecloud project:create -i

Choose the Account Customization Project and enter a project name e.g. “test” and say yes to adding the Jest testing framework which install the npm dependencies

Now you setup your account using:

suitecloud account:setup -i

Here you can choose Browser-based authentication or Save a TBA token issued in NetSuite, we’ll choose the former which will open your browser and prompt you to allow RESTlet access from the SDF bundle.

If you need a token you can create one from the NetSuite UI through the Settings portlet on your dashboard choose the link for “Manage Access Tokens”. Creating one here will generate a consumer key, and a consumer secret which will only be available once the record is created, so make sure to save it securely somewhere such as a secure document or custom record.

You should see the following message if successful:
The account has been authenticated for the following company and role: [your role here]. This project will use the authentication ID test as default. If you want to change your default credentials, run "suitecloud account:setup" again.
The account has been successfully set up.

In the next posts we’ll cover some of the SDF CLI basics.