custom+field+with+saved+search


http://clouderpadvisor.com/custom-fields-values-derived-saved-search-results/ September 12th, 2013 | Posted by [|Jay Figgins] in [|About Cloud ERP] | [|NetSuite] | [|NetSuite 2012.2 release] | [|Tips and Tricks]     in Share 0 With Release 2013.2, [|NetSuite] introduced a powerful new way to calculate the value of a custom field. With the new release, you can now create custom fields that show the value of a summary saved search. For example, you can create custom fields on the customer record that show the year-to-date, quarter-to-date, and month-to-date sales orders for that customer. See the steps and screen shots below for an example. 1. Create three different saved searches. Each saved search will be identical except for the date range specified on the Criteria tab of the saved search definition.  2. On the Results tab, choose the columns you want to include in the results of the saved search. Specify “Sum” as the Summary Type for the Amount column.  3. On the Available Filters tab, choose to filter the report by the internal ID of the customer. This will allow the custom field on the customer record to show the saved search totals for sales orders from that customer only.  4. Create three custom entity fields. Be sure to leave the “Store Value” check box un-checked, as the summary results contained in this field are neither stored nor searchable. On the Validation & Defaulting tab, select the saved search applicable to the field you are creating. <span style="background-color: rgba(255,255,255,0);"> <span style="background-color: rgba(255,255,255,0);">5. After the three fields are created, make sure they appear as desired on the custom form. You may wish to create a unique field group for the sales history information. <span style="background-color: rgba(255,255,255,0);"> <span style="background-color: rgba(255,255,255,0);">The following types of fields can contain values derived from summary saved searches: <span style="background-color: rgba(255,255,255,0);"> The custom field type must be one of the following: <span style="background-color: rgba(255,255,255,0);">If you have any customization needs, the professionals at McGladrey can help. We are a NetSuite Solution Provider and a NetSuite Systems Integrator partner, and have more than 30 years experience implementing ERP solution. We’ll provide you with industry insight, project management and the technical resources you need to make your project a success. <span style="background-color: rgba(255,255,255,0);">By: Jay Figgins – [|Iowa NetSuite Solution Provider]
 * <span style="background-color: rgba(255,255,255,0);">Entity Fields
 * <span style="background-color: rgba(255,255,255,0);">Item Fields
 * <span style="background-color: rgba(255,255,255,0);">CRM Fields
 * <span style="background-color: rgba(255,255,255,0);">Transaction Body Fields
 * <span style="background-color: rgba(255,255,255,0);">Other Custom Fields
 * <span style="background-color: rgba(255,255,255,0);">Custom Record Custom Fields
 * <span style="background-color: rgba(255,255,255,0);">Currency
 * <span style="background-color: rgba(255,255,255,0);">Date
 * <span style="background-color: rgba(255,255,255,0);">Date/Time
 * <span style="background-color: rgba(255,255,255,0);">Decimal Number
 * <span style="background-color: rgba(255,255,255,0);">Email Address
 * <span style="background-color: rgba(255,255,255,0);">Free-Form Text
 * <span style="background-color: rgba(255,255,255,0);">Hyperlink
 * <span style="background-color: rgba(255,255,255,0);">Integer Number
 * <span style="background-color: rgba(255,255,255,0);">Long Text
 * <span style="background-color: rgba(255,255,255,0);">Percent
 * <span style="background-color: rgba(255,255,255,0);">Phone Number
 * <span style="background-color: rgba(255,255,255,0);">Rich Text
 * <span style="background-color: rgba(255,255,255,0);">Text Area
 * <span style="background-color: rgba(255,255,255,0);">Time of Day

<span style="background-color: rgba(255,255,255,0); display: block; text-align: justify; vertical-align: bottom;"> <span style="background-color: rgba(255,255,255,0); display: block; vertical-align: baseline;"> <span style="background-color: rgba(255,255,255,0); display: block; text-align: left; vertical-align: bottom;"> <span style="background-color: rgba(255,255,255,0); display: block; text-align: center; vertical-align: baseline;"> in Share <span class="IN-right" style="background-color: rgba(255,255,255,0); text-align: start; vertical-align: baseline;">0 ===<span style="background-color: rgba(255,255,255,0);">Related Posts: === <span style="background-color: rgba(255,255,255,0);">
 * 1) <span style="background-color: rgba(255,255,255,0); text-decoration: none;">[|NetSuite sensible saved searches – Part 3: Highlighting and filters]
 * 2) <span style="background-color: rgba(255,255,255,0); text-decoration: none;">[|NetSuite Saved Search Tutorial]
 * 3) <span style="background-color: rgba(255,255,255,0); text-decoration: none;">[|Common HTML codes to format NetSuite Saved Searches]
 * 4) <span style="background-color: rgba(255,255,255,0); text-decoration: none;">[|NetSuite sensible saved searches — Part 2: Grouping and summarizing]

<span style="background-color: rgba(255,255,255,0);">[|Calculate value of custom field], [|Cloud ERP Software], [|Iowa NetSuite Solution Provider], [|NetSuite] <span style="background-color: rgba(255,255,255,0);">You can follow any responses to this entry through the [|RSS 2.0] You can skip to the end and leave a response. Pinging is currently not allowed.

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