Search Overview: Answer Id: 8411

Global search -Common way to quickly search for records, displayed at the top
center portion of every page.
-Quickest way to locate data in NetSuite.
-Can use wildcards

Quick Find Links -NetSuite provides quick find capabilities from many pages, so that
(Transaction or Record) you can quickly find another record of the same type.
-Quick Find is available when a magnifying glass icon   is shown in a
page header.
-If ONE transaction matches, its transaction record opens. If MORE
THAN ONE transactions matches, a FOUND PAGE opens
-May use wildcards
-Default criteria, “starts with”

Answer Id: 8405

Quick Search Portlet -In this portlet, you can search for data that matches your entered
keywords for the selected field.
- After you add the portlet, you can click its setup link to specify the
type of data to be searched. You also can set user-level
preferences to include inactive data in searches, and to alter the
logic for keyword matching.
-Default criteria “has keywords”
-Search Type: Transaction or General
 General means a search for data that NetSuite
defines as records, such as customers, campaigns,
and vendors.
 Transaction means a search for data that NetSuite
defines as transactions, such as cash sales, sales
orders, and purchase orders
-May use wildcards
-Home > Set Pref > Analytics subtab
Preferences
1. Include Inactives
2. Quick Search Uses Keywords

Answer Id: 8406

Simple search -A simple search page displays the selected record type's fields, with
dropdown lists or boxes where you can select or enter values to filter
the records returned by the search. Some fields also have dropdown
lists where you can select comparison logic.
-Reports > New Search, can also access through FORM/RECORD,
search link in upper right.
-Can also do saved search through simple search and advanced
search

Answer Id: 8420

Advanced Search -An advanced search page includes a Criteria subtab where you can
define filters for searches, and a Results subtab where you can
 define display options for search results.
-Ticked use advanced search in the simple search form to generate
advanced search form
-“AND” logic by default, ticked “USE EXPRESSION” for “AND/OR”

Answer Id: 8418

Saved Searches -to save a search definition that you and other users can run
repeatedly for dynamically updated results
- To create a saved search, you need to access a saved search
definition page for a selected record type.
-To access
1. Go to Reports > Saved Searches > All Saved Searches > New
(Administrator) and select the record type for the saved search.
2. On a simple or advanced search definition page, click the Create
Saved Search button.
3. On a search results page, click the Save This Search button.
4. For an existing saved search, go to Reports > Saved Searches >
All Saved Searches, and click Edit next to the saved search you want
to redefine.
- Automatic, customizable emails of saved search results.
Admin, Creator, least Create level of the Publish Search
permission
- Display of saved search results in dashboard portlets
Custom search portlet, shortcuts portlet, reminders portlet
- Display of saved search performance details in the Search
Performance Analysis dashboard.
-The system maintains a rolling log of saved search execution
information, that is maintained for 60 days.

Note Execution log is available for saved searches only, not for
reports

Answer Id: 8474

Accessing a Saved
Search 3 Navigational paths to access Saved Search

o Transactions > Management > Saved Searches

o Lists > Search > Saved Searches
o Reports > Saved Searches > All Saved Searches

Additionally, you can access the create saved search by going to a

transaction, (ex. Sales Order) and then clicking the Search crosslink
that is found in the upper right section.

Answer Id: 8453

Saved Searches in The first step is to add two portlets (Custom Portlet and Shortcut
Dashboards Portlet)

For Custom Portlet

1. Click Setup
2. Click the Search Dropdown
3. Locate and select your created Saved Search (Ex. SO – Test)
4. Click Save
 This should display the outcome of your saved search
in your dashboard

For Shortcut Portlet

1. Click New Shortcut
2. Add the URL of your desired Saved Search
3. Set the name for the shortcut
4. Click Save
 This should display a crosslink that will navigate you
to the created saved search

Answer Id: 8493

Creating Saved Search

Ways to Navigate Saved 1. Lists -> Search -> Saved Searches -> New
Search 2. Reports -> Search -> All Saved Searches -> New
3. Transactions -> Management -> Saved Searches -> New
4. On a simple or advanced search definition page, click “Create Saved
Search” button.

Saved Search Title Make the title concise and meaningful, as it may appear in menu links, as
a dashboard portlet header, or as a custom KPI name.

View Options Checkbox AVAILABLE AS DASHBOARD VIEW

Check this box to make this search's settings available for dashboard LIST
portlets of this type of record.

AVAILABLE AS LIST VIEW

Check this box to make this search's settings available for lists of this type
of record.
If you have checked this box, you can select the saved search's title in the
View dropdown at the bottom of list pages.

AVAILABLE AS SUBLIST VIEW

Check this box to make this search's results available to audience
members as a view for sublists on lists of this kind of record.
 ※For transactions such as “Sales Order”, sublist view dropdown of saved
search can be found in the Customer’s record > Sales subtab >
Transactions subtab > View dropdown.

AVAILABLE FOR REMINDERS

Enable this option to allow a count of and link to this search's results to
be displayed in the Reminders portlet.

SHOW IN MENU
Check this checkbox if you want all audience members to have this saved
search available as a link on the tabbed page under Reports > Saved
Searches.

Public Checkbox Check this box to make this search available to all users with sufficient
permissions. This setting allows these users to run the search and view
the search's results. It does not allow them to edit the search.

To allow others to edit the search, check the Allow Audience to Edit box
on the Audience subtab.

To make the search available to a more limited set of users, leave the
Public box unchecked and define the audience on the Audience subtab.

Owner “Owner” field will appear only once the Saved Search is created already
or on “Edit” mode of the Saved Search.
This field indicates the owner of this saved search. By default, the owner
is the person who created the search.
If you are the current owner, you can use this dropdown to reassign
ownership to another user.

Audience members can customize the saved search and save it with a
different name, but they cannot edit and resave the original search with
the same name, or delete the search, unless the owner checks the Allow
Audience to Edit box on the Audience tab.

Criteria subtab Use this to specify criteria that narrow down your search. This is where
you define what you want to retrieve as search results on your saved
searches.

Caveats:
 Expressions may be used as well, whereas and would mean
cumulative requirements as or could be either or.
 For transaction saved searches, if you want to display the specific
type of transaction such as sales order, select “Type” from the
criteria filter to specify what type of transaction results to
display. If not specified, it will just display all type of transactions
such as invoice, bills, etc.
 “any of” means only that particular type, “none of” means
everything else except that type
Results subtab Can be modified so that fields would cater to the user’s desired
information on the search results
Highlighting subtab Upon setting up condition/s for results desired to be highlighted, a user
 may opt to change text color and/or background color, make the text
bold, as well as add a description.

Color choices are limited on the initial choices, but a user may simply
input the HTML Color Code of a particular color they wish to use. E.g.
periwinkle = #CCCCFF
Mainline Items Main line refers to the Primary Information field group in a transaction,
as opposed to line item data entered on the transaction’s tabs.

Answer Id: 48812

Basically, Main Line refers to Main Header section. These information

like Name, Date, Customer Name, Memo etc are located in the upper
section of the form or simply at the top of the Tabs.

Those information can be found under the Tabs (like Item Tab, Shipping
Tab, Billing Tab, Accounting Tab, Related Records Tab, etc) are called
Line Item Information. Example of Line Item Information are Items,
Quantity Billed, Item Rate, Amount, Shipping Item, Tax Code,
Description, and so forth.

Answer Id: 40191