Today The Vested Group has another great tip to share from one of our Senior Consultants, Casey Andrews. If you are a regular reader of our blog, you've already noticed that Casey is our go-to consultant for all things search related and today is no exception.
Below is a super useful list that describes various joins you can choose when creating a search in NetSuite. Many of these joins are complex, and this list is a handy compilation of some join descriptions.
1. Applied To Transaction fields.... -for example, on a Sales Order and an Estimate, the Applied To Transaction is an Opportunity. Because Sales Orders and Estimates are created from an Opportunity. Therefore, the Applied To Transaction fields.... of a Sales Order or an Estimate are fields found on an Opportunity record.
2. Applying Transaction Fields...- for example, on an Estimate, the Applying Transaction is a Sales Order. Because the Sales Order is/can be created from an Estimate. Therefore, the Applying Transaction fields.... of an Estimate are fields found on a Sales Order record.
3. Billing Transactions fields... -for example, on a Sales Order, the Billing Transaction can either be an Invoice or a Cash Sale. Therefore, the Billing Transactions fields.... of a Sales Order are fields found on a Cash Sale or an Invoice record.
4. Deposit/Refund transaction fields... - for example, on a Cash Sale and Customer Payment, the Deposit/Refund transaction is the Deposit (via Transactions>Bank>Make Deposits).
5. Fulfill/Receive transaction fields... - for example, on a Purchase Order, the Fulfill/Receive transaction is an Item Receipt. On a Sales Order, the Fulfill/Receive transaction is the Item Fulfillment.
6. Paid Transaction fields... - for example, on a Bill Payment, the Paid Transaction is a Vendor Bill. Because the Vendor Bill is paid by the Bill Payment.
7. Paying transaction fields... - this behaves like the Applying Transaction Fields... but with the involvement of a "cash" transaction. For example, on a Customer Refund, the Paying Transaction is a Credit Memo. Because Customer Refund pays for the Credit Memo.
8. Realized Gain posting transaction fields... - this behaves like the Applying Transaction Fields... and the Paying transaction fields... but with the involvement of Foreign Exchange Gain/Loss. So if an Invoice is denominated in a foreign currency, paid on a date when the exchange rate is different, the Payment will be considered as the Realized Gain posting transaction.
9. Revenue Committing transaction fields... - for example, on a Sales Order, the Revenue Committing transaction can be a Cash Sale, or an Invoice, if the said Sales Order do not have a Revenue Commitment.
For more reading on NetSuite's saved searches and other topics, head over to the NetSuite Knowledge Base - a free collaborative NetSuite resource from The Vested Group!
If you are reading this post and thinking, "I wish I had Casey on my team..." - consider it done! Working with The Vested Group's NetSuite Support practices is a snap. Click below to contact us today and let's have a conversation.