How to: NetSuite Saved Search Lookup By List of InternalIDs

This article is relevant if you need to feed in a list of internalids to serve as input criteria to drive a NetSuite Saved Search.

Background

While helping solve a client’s challenge to lookup a customer deposits that are related to invoices via sales orders,¬†I need to¬†use¬†two saved searches. ¬†While I can use the Content Renderer Engine to link these, it’s a one time analysis so going to the tool isn’t really applicable. ¬†Due to way the data is laid out, I need the results of one NetSuite Saved Search feed into the criteria of another Saved Search.

Solving The Feed of One Search to Another Search

I previously discussed how to do this in my other article, How To: NetSuite Saved Search: Look Up Records from Another List.  This article is just another example where instead I use the Oracle Decode PLSQL function to effectively make my search criteria hold a bit more information in the Saved Search criteria text box.  The trick is to get the Saved Search tool to return a 1 if the internalid matches.    See image for the format.  Here is a snapshot of my Excel sheet that helped me create the formula.

prolecto-excel-netsuite-decode-template-20170122.

Go After NetSuite Results

The NetSuite platform is powerful and yet, many times, if may seem that your hands are tied. ¬†Indeed, going to a spreadsheet to manipulate data is the way to go. ¬†If you would like help with your NetSuite report or search challenge, let’s have a conversation.

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Marty Zigman

Holding all three official certifications, Marty is Southern California's NetSuite expert and leads a team of senior professionals at Prolecto Resources, Inc. He is a former Deloitte & Touche CPA and has held CTO roles. For over 25 years, Marty has produced leadership in ERP, CRM and eCommerce business systems. Contact Marty to setup a conversation.

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