leveraging+sublist

http://clouderpadvisor.com/leveraging-netsuite-sublists-for-improved-analytics/


March 30th, 2015 | Posted by [|Gary Leitner] in [|Cloud ERP Software] | [|NetSuite] | [|NetSuite Dashboards] |[|NetSuite for Distribution] | [|NetSuite Saved Search] | [|NetSuite Training] | [|Tips and Tricks] | [|Wholesale Distribution]     in Share 6 NetSuite has long been appreciated by its customers for strong analytical tools such as [|Dashboard Reports Snapshots], [|Saved Search Portlets], [|KPI Scorecards] and many others. An often overlooked and underutilized analytical tool is the sublist. Standard sublists can be seen all over the [|NetSuite application], from Opportunities and Items Purchased under the Sales tab of a customer record to Vendors and Locations found under the Inventory tab of an item record.  But, it’s not obvious to the average user or even an administrator that NetSuite supports the creation and usage of custom sublists. In addition, for those that //do// know about custom sublists, it is not obvious how to create and leverage them on Entity, Item, Transaction and CRM records. The goal of this post is to unravel the mystery of sublists and show some practical examples that you may be able to leverage immediately within your organization to [|improve analytics and decision-making on a daily basis]. Let’s first start out with an example of a transaction-based sublist. Company XYZ is a distributor of auto accessories and when their customer service reps create a new sales order for a customer they want immediate access to a list or previously-ordered items by that customer. This allows the Customer Service Representative to better understand their buying patterns and potentially up-sell or cross-sell them other products to increase revenue. Using a transaction sublist tied to a saved search, the Customer Service Representative now has this information at their fingertips without having to open a new tab and view the customer record or run an Items by Customer report.  In addition to the Item History sublist information, other sublists can be made available under the same subtab to show a customer YTD sales performance compared to the same time last year (YoY) and their invoice history (Sales History), just to list a couple of examples. <span style="background-color: rgba(255,255,255,0);">The steps for creating a sublist and surfacing it on an entity, item, transaction, or CRM record are as follows: <span style="background-color: rgba(255,255,255,0);"> <span style="background-color: rgba(255,255,255,0);"> <span style="background-color: rgba(255,255,255,0);"> <span style="background-color: rgba(255,255,255,0);"> <span style="background-color: rgba(255,255,255,0);">A couple of other ideas for sublists are: <span style="background-color: rgba(255,255,255,0);"> Customer Gross Profit by Item Category <span style="background-color: rgba(255,255,255,0);"> <span style="background-color: rgba(255,255,255,0);">Customer back orders for a particular item <span style="background-color: rgba(255,255,255,0);"> <span style="background-color: rgba(255,255,255,0);">If you have any customization needs, including the creation of sublists, the [|NetSuite 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 solutions. 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: Gary Leitner – [|Colorado NetSuite Solution Provider]
 * <span style="background-color: rgba(255,255,255,0);">Create a new custom subtab for your sublist to display under. (Our EX: Item/Sales History)
 * <span style="background-color: rgba(255,255,255,0);">Customization –> Forms –> Subtabs
 * <span style="background-color: rgba(255,255,255,0);">Create a new Saved Search based on the information needed to show in the sublist. For the Item History example, it will be a transaction saved search.
 * <span style="background-color: rgba(255,255,255,0);">Specify your search criteria as shown below
 * <span style="background-color: rgba(255,255,255,0);">Specify your result columns as shown below.
 * <span style="background-color: rgba(255,255,255,0);">And now, the most important aspect of the saved search as it pertains to sublists. You must **set a filter that represents the entity or transaction key value**. In this example, for each sales order we only want the item history for that customer to show in the sublist, so we are using the Name field on the transaction to filter the data accurately.
 * <span style="background-color: rgba(255,255,255,0);">Next, create your new sublist
 * 1) <span style="background-color: rgba(255,255,255,0);">Customization –> Forms –> Sublists
 * 2) <span style="background-color: rgba(255,255,255,0);">Choose the tab that represents the record type that the sublist will be associated to. (Our EX: Transaction)
 * 3) <span style="background-color: rgba(255,255,255,0);">Select your new transaction saved search in the Search dropdown
 * 4) <span style="background-color: rgba(255,255,255,0);">Type in a name for the sublist that will show under the subtab you choose next
 * 5) <span style="background-color: rgba(255,255,255,0);">Choose the subtab you created in step 1 in the Tab dropdown field.
 * 6) <span style="background-color: rgba(255,255,255,0);">Select one or more transaction types to associate your sublist to. (Our EX: Sale)
 * 7) <span style="background-color: rgba(255,255,255,0);">Lastly, and most importantly, in the column labeled “Field”, **select the field on the form that should be used to filter the saved search results.** (Our EX: Customer, on the Sales Order)

<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;">6 ===<span style="background-color: rgba(255,255,255,0);">Related Posts: === <span style="background-color: rgba(255,255,255,0);">
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 * 3) <span style="background-color: rgba(255,255,255,0); text-decoration: none;">[|NetSuite Saved Searches — Part 1: Data extraction]
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