Utilizing datasets and workbooks to look even closer
Most of the time I’ve worked with NetSuite, I’ve faced a real challenge when it came to searching for and reporting on data in the system. That has to do with what are called “joins.” If you think about sales orders, they are joined to the customers list, by way of the customer (or entity) field on the form. And customers are also joined to other lists, such as currencies and credit cards. If you want to get a list of sales orders that contains certain customers, but only those who have more than one credit card, you can’t use saved searches. That’s because they can only “see” one join per search. Looking into that credit card list on the customer record, the transaction would require NetSuite to make a second join, and that’s beyond the capabilities of saved searches. In the past, we used to solve this by doing more than one search, and then somehow stitching the results...
