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NetSuite ERP for Administrators

You're reading from   NetSuite ERP for Administrators Learn how to install, maintain, and secure a NetSuite implementation, using the best tools and techniques

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Product type Paperback
Published in Jun 2018
Publisher Packt
ISBN-13 9781788628877
Length 360 pages
Edition 1st Edition
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Author (1):
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Anthony Bickof Anthony Bickof
Author Profile Icon Anthony Bickof
Anthony Bickof
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Table of Contents (15) Chapters Close

Preface 1. The Value Proposition – Doing More with Less FREE CHAPTER 2. Exploring NetSuite Tools 3. OneWorld 4. Implementing 5. Security and Permissions 6. Customization 7. Imports 8. Analytics – Searches, Reports, and the Dashboard 9. Workflows 10. Integration 11. New Releases 12. Troubleshooting Tips 13. An Ongoing Maintenance Checklist 14. Other Books You May Enjoy

Saved Searches


I'm going to explain searches in NetSuite by contrasting them with a tool that you likely know very well, Microsoft Excel. Start by going to Lists | Search | Saved Search | New and select Customer.

Criteria tab

Let's start at the bottom of the screen with the tabs. The NetSuite Criteria tab is used to build the query, which is analogous to the advanced filter option in Excel:

Excel filter

The Excel filter of City = 'New York' is represented as criteria in NetSuite:

Setting up a filter in NetSuite Saved Searches

The Excel custom filter option is equivalent to Use Expressions in NetSuite. This allows you to build extensive searches using AND as well as OR logic, in addition to parentheses. The parentheses must of course balance in order for the search to run properly:

Comparison between Excel Filter and NetSuite Expressions

NetSuite also allows you to base queries on fields in other tables by clicking the filter button and scrolling down to the bottom of the list of filters. Fields...

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