How do I use saved searches in NetSuite?
Creating a saved search
- Go to Reports > New Saved Search ( or Reports > Saved Searches > All Saved Searches > New)
- Select the record you wish to search on (selecting from the different records will only allow you to pick from fields related to the record you choose)
How do I delete all records in NetSuite?
Hold the Shift key then mouse-click the last line within the column to delete the entire batch. The selected column will display a dotted border when selected. 5. Once all records intended for deletion are selected, press Delete.
What is inline editing in NetSuite?
Inline editing enables employees to update/delete records directly from list pages. This allows faster and easier editing because you do not have to go into each individual record to edit it. Before enabling this feature ensure that this feature is enabled under.
What does mainline mean in NetSuite?
When we only want one result per transaction, that means we only want the Body, or Main Line, of each transaction. To accomplish this, there is a filter named “Main Line”.
Can you delete transactions in NetSuite?
In NetSuite, it is possible to delete several records at once using Inline Editing. Deleting records using inline editing is often used during implementations to get rid of test records and transactions prior to go-live. Another case where in-line editing should be used is when records are incorrectly imported.
How can I save search results in NetSuite?
On the saved search results page: Click Edit > Available Filters tab > Select Filter > Show in Footer > Add > Save. 4. How to use the inline editing feature Save time and clicks with inline editing as NetSuite allows you to edit records directly from the search results without having to opening the record.
Is there a way to delete records in NetSuite?
Note: deleting records from within a saved search require the Inline Editing ability set above. Not all record types in NetSuite allow for inline editing. Ensure the Edit option is selected on the search results screen. Select rows to be deleted by clicking within any editable column.
How does audience work in NetSuite saved searches?
The Audience section specifies who should be able to view the search. You can provide or deny access by employee name, by role, by group, by department, and by audience. Use Case: You want to create an email blast to all customers who are distributors.
How do I delete all NetSuite mass updates?
Navigate to Mass Updates: Lists > Mass Update > Mass Updates. Expand General Updates and select the type of record you wish to inactivate. Apply the filters within the Criteria tab to identify the population of records. Under the Mass Update tab, check the Apply box next to the Inactive field and set its value to Checked.