NetSuite: Saved Search Showing Opportunity, Estimate, Sales Order, and Invoice

If you want to see transaction life cycles using a saved search (meaning a search that would display opportunities, along with their related estimates, sales orders, and invoices), you could try doing the following.

  1. Navigate to Lists > Search > Saved Searches > New
  2. Click Transaction
  3. Search Title: Enter a title
  4. Click Criteria
  5. Filter:
    1. Select Main Line
      1. Select Yes
      2. Click Set
    2. Select Type
      1. Select any of
      2. Multiple Select Field: Select Opportunity
      3. Click Set
  6. Click Results
  7. Field:
    • Select Document Number
      • Summary Type: Select Group
    • Select Formula (Text)
      • Summary Type: Select Maximum
      • Formula: Enter case when {applyingtransaction.type} = 'Estimate' then {applyingtransaction} end
    • Select Formula (Text)
      • Summary Type: Select Maximum
      • Formula: Enter case when {applyingtransaction.type} = 'Sales Order' then {applyingtransaction} end
    • Select Formula (Text)
      • Summary Type: Select Maximum
      • Formula: Enter case when {applyingtransaction.type} = 'Invoice' then {applyingtransaction} end
  8. Click Save & Run
The limitation here is that transactions must all come from opportunities. Below is an example of this saved search:








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