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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

Product type Paperback

Published in Jun 2018

Publisher Packt

ISBN-13 9781788628877

Length 360 pages

Edition 1st Edition

Tools

NetSuite

Concepts

Enterprise Resource Planning

Author (1):

Anthony Bickof

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Table of Contents (15) Chapters

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

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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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Authors (1)

Anthony Bickof

Anthony Bickof

Anthony Bickof is an independent NetSuite consultant specializing in NetSuite consulting and training. He spent 10 years in the training department at NetSuite-Oracle, designing NetSuite Administrator and End User training courses while authoring and delivering some of the training videos used in the NetSuite Help center. He's a NetSuite Certified Administrator and Certified ERP Consultant with 13 years of experience in training and implementing NetSuite. He lives in Toronto with his wife and three children.

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