Discover the process of creating a NetSuite saved search to generate reports for closed lines on sales orders that are not cancelled or billed.
Ensure that you are logged in with the Administrator role or a role granting at least view access to Sales Order transaction records and the Publish Search permission if you plan to share this search with others. Then, follow these steps:
In the Standard Criteria subtab
In the Results subtab
This is a valuable report, serving as a short-term solution for auditing user activities to prevent unintentional errors.
In this business scenario, we harnessed NetSuite's Saved Search feature to provide the company with valuable insights into user interactions with the system. Additionally, we have the capability to incorporate charts, graphs, and virtually any other visualization tools to further enhance data analysis.
NetSuite equips you with a comprehensive set of tools to maximize the efficiency of your software investment, benefiting both your team and the broader business. If you ever require assistance from experts in business process optimization, please feel free to contact us without hesitation.
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