Tip 14 – Show sub customer’s Transactions on Parent Customer’s record as sublist

Hi Friends,

Coming back again with a new simple tip, that will help you, as this is very common requirement, that every Netsuite account owner needs.

Requirement was like: As a Netsuite user, I should see all Sales Order created by all the sub customers on parent customer as a sublist.

As per Netsuite’s standard functionality, customer record shows all the transacts created by that customer only.

Solutions:

Fortunately the requirement is achieved by Saved Search. How??? Check below steps…

Step 1: Create a Saved Search on Customer record

A)Set Criteria:

1.Type: is Sales Order

2.Main Line: is True

cost-center3

B)Set Results:

Add fields as shown below figure:

cost-center1

C)Set Available Filters:

Add Field Parent:Internal ID in Available Filter section as shown below.

cost-center2

Now Save the Saved Search.

Step 2:

1.Go To Customization -> Forms -> Sublists as below.

cost-center5.png

Now click Entity Tab and select the saved search that you have created just now. Add the tab on which you want to show and select Customer checkbox as shown below.

cost-center6.png

Now add and save.

Now Go to the Customer record -> Sales -> Cost Center Transactions and see the results.

cost-center4.png

 

I hope this will help you guys and this is specially for someone who is very new to Netsuite.

 

Thanks,

Asha

 

 

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Tip:13 – Add Link to text in results of Netsuite Saved Search

Most of us must have faced the issue of Record Number/Name not displaying as a link but as a text in saved search results.

When in a saved search result, we need to show Parent -> Child -> Sub Child’s field, its difficult to create saved search on Parent record.

So we approach with saved search on Child Record, so that we can fetch column on Parent as well as its child’s column like:

Parent’s Fields<- Child -> Child’s Fields

But we need to make sure, that the saved search results should appear like the saved search is on Parent’s record.

In that condition sometimes, we won’t get link on Parent’s fields like its Number, its Customer/Vendor, so that on click of the link, we should redirect to Parent’s record instead of Child’s record.

Saved Search

I would link to share my findings on the same issue.

Solution:

Instead of adding Number/Customer Name/Vendor Name, add Formula(Text) in results column.

Ex:  For Number:

Column: Formula(Text)

Formula: ‘<a href = https://system.na1.netsuite.com/app/common/custom/custrecordentry.nl?rectype=484&id= ‘||{custrecord1401.internalid}||’>’||{custrecord1401.name}||'</a>’

Here remember below points:

  1. Use “<a>” HTML tag for adding link to the specific field in results.
  2. The “href”  value should be the address URL same as to open a new record of that type like: “<a href = https://system.na1.netsuite.com/app/common/custom/custrecordentry.nl?rectype=484&id=
  3. Netsuite uses “||” while adding fields to HTML tags. Use carefully while adding this symbol. Use “||” before and after the field name like ||{custrecord1401.name}||.
  4. ||{custrecord1401.name}|| should always be within single quote() like ‘||{custrecord1401.name}||’.
  5. Use the field within “<a>” & “</a>” like ” ‘<a>’||{custrecord1401.name}||'</a>’ “.
  6. Now add the internal ID field for “id=” parameter in the URL like: ‘<a href = https://system.na1.netsuite.com/app/common/custom/custrecordentry.nl?rectype=484&id= ‘||{custrecord1401.internalid}||’>’||{custrecord1401.name}||'</a>’.
  7. DON’T  use “+” sign while adding id field to the parameter that we generally do for other languages.
  8. Now click Add and “Save & Run”. Now you must be able to see the link on the Number/Name. On click of that, you must be redirected to that record.

Hope this tip will help you.

Comments/Suggestions are appreciated.

Thanks,

Asha