[Xtina]

Hi,

I'm trying to do a saved search which I thought would be relatively simple, but for the life of me, I can't figure it out. I've searched around online and the forums, but in some ways I'm not sure exactly what I'm searching for in terms of questions. What I am trying to do is search for open invoices based on a specific list of invoice numbers. Now I don't need ALL open invoices, just the select ones from my list. The numbers are not in consecutive order and jump around and some that I don't need are in between the ones I do. I'm going through hundreds of invoices which is why I only want the ones on my list to show up.

I currently have my criteria set

name: customer name

status: invoice: open credit memo: open

document number: is between 3000 to 6000

the between criteria sort of works, but doing it this way does give me invoices I don't need. Ideally I'd like to be able to copy paste from my list into the criteria.

I'm not sure if this is doable just via the criteria menus or if I need to do a formula. Getting into the formula aspects of Netsuite is a bit overwhelming for me as someone with no prior coding experience and would appreciate any help with this!
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[khultquist]

There's no way (in off-the-shelf NetSuite) to copy/paste a list of search criteria or filters. That would take a custom Suitelet.

One way to accomplish the same result would be to use a custom body field, like a checkbox, and populate it on your pre-determined list of invoices using CSV import. The add the checkbox to your search criteria.

But before trying that, I would try to go upstream first and ask the question how did the pre-determined list get made? If you can recreate the criteria in NetSuite search, or somehow mark the records through import/script/other means, you'll make your life a lot easier.

[dominicb]

Are you trying to quickly see if specific invoice numbers appear in the list based on the search criteria?

If so, you probably want to add document number in the "Available Filters" tab and tick the "Show in filter region" box. You should then get an input field above the results. You can then paste an invoice number in the field, click away from the input box and the search will update based on the input.

If that's not suitable, a bit more info may be needed. Depending on the number of invoices, you could possibly do a formula input – or look for another field on which to filter.

[pcutler]

If you are searching for a list of document numbers, create a forumla numeric search filter, use the following formula, and select equal to 0. The Oracle INSTR function returns 0 when the criteria does not appear in the block of text.

INSTR('PUT LIST OF DOCUMENT NUMBERS HERE', {transactionnumber})

For example:

INSTR('111,222,333,444', {transactionnumber})

[POwen]

Like dominicb detailed above, I use a similar saved search set to be available as dashboard view, and add a filter for Document Number/ID (not just 'Document Number') which allows you to enter search criteria in the filter field that can include wildcards and other SQL search expressions such as 'OR'. I then place the search on a dashboard as a Search Form, which essentially displays the filters on the page. Daily I need to search for multiple transactions with varied non-sequential numbering so I just input the numbers separated with 'OR' – "xxxx1 OR xxxx5 OR xxxx9" for example. Of course, there is a character limit to the search/filter box, but if you're only searching for a small selection or series of numbers this might work.

Hope that helps.

[Xtina]

pcutler Thank you so much! that got me on the right track, although I had to alter it a little to get the results I wanted. I changed it to:

INSTR('111,222,333,444', {number}) and set the value to 'not equal to 0'

your original formula was giving me everything except what I wanted. I did run into the character limit but I was able to fit half my list at a time, so two searches isn't bad at all.

Thank you everyone else also for your suggestions!

[pcutler]

Glad you figured it out! If you want to consolidate into a single saved search, you can check the USE EXPRESSIONS checkbox and use the OR operator. You still have to break your list up into parts that fit in NetSuite's character limitation, but you can use a single saved search if you'd like.

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