Product: NetSuite
Article Link: http://help.truecommerce.com/en/articles/9977130-netsuite-creating-an-item-saved-search
An Item Saved Search is a NetSuite Saved Search that can be leveraged by Transaction Manager when searching Item information for Inventory Inquiry/Advice (846) and Item Catalog (832) transactions to pull additional Item info that is otherwise left out.
Creating a Saved Search
You can create a saved search within NetSuite under the Reports section of NetSuite.
Creating the Report
Navigate: Reports → Saved Searches → All Saved Searches
Select: New Saved Search
Select: Item as the Type
Configuring the Report
Within the Item Saved Search edit screen you can configure your search as you needed, but you'll want to be sure to mark your search as Public and to give your Saved Search a distinguishable ID that will be used within Transaction Manager.
It is recommended to set an ID manually as the NetSuite generated one often lack information on its purpose
Auto-Generated Saved Search IDs
Set: Search Title
Set: ID
Check: Public
Check: Available as List View
Criteria
You can configure your Criteria as needed to filter the items that will be pulled over - however note that Transaction Manager does not pull from the Summary tab and all filtering must be done using the Standard tab.
Transaction Manager does not pull Summary Saved Searches
Results & Available Fields
You can use the Results tab to define which fields will be brought over in your Saved Search including any Custom Fields you may wish to be passed into the Inventory Report.
Internal Id
Transaction Manager utilizes the Internal Id by default to match your Item Code against its Item Catalog to determine which items should be pulled from your Inventory. You'll want to make sure you have the Internal Id within the Results.
Summary & Formula Fields
Summary Type & Formula Fields Limitation
Please not that Summary Type nor dynamic Formulas (Under the Results → Columns tab) results cannot be used with Transaction Manager - as such you will not be able to add a Formula to the results of your field.
See Below For More Information on Using Formula Fields
Returned Results
Once the Saved Search it utilized within an Inventory Report or Item Catalog import operation NetSuite will pass the fields you've added to the Results as long as the Item has a value within that field and pass it along to Transaction Manager upon an Inventory Report/Item Catalog Import.
<ItemSearchRow>
<basic>
<basePrice>
<searchValue>12</searchValue>
</basePrice>
<displayName>
<searchValue>Barber Grade Thickening Paste</searchValue>
</displayName>
<itemId>
<searchValue>Barber Grade Thickening Paste</searchValue>
</itemId>
<salesDescription>
<searchValue>High hold. Low shine. This grippy paste gives you volume and thickness that lasts all day long. Best on short or fine hair.</searchValue>
</salesDescription>
<type>
<searchValue>_inventoryItem</searchValue>
</type>
<customFieldList>
<customField type="SearchColumnStringCustomField" internalId="1595" scriptId="custitem764">
<searchValue>10</searchValue>
</customField>
</customFieldList>
</basic>
</ItemSearchRow>
Additional Resources
rev 10/14/2024