Saturday, February 16, 2019

Saved Search to look for Cash Sales with Payment Method of Credit Card but was not processed within NetSuite.

How to create a search that would look for Cash Sales with Payment Method of Credit Card but was not processed within NetSuite.

1. Go to Lists > Search > Saved Searches > New > select Transaction
2. Enter your preferred Search Title
3. Under Criteria tab > Standard sub tab, set the following:

- Type is Cash Sale
- Auth. Code is empty
- P/N Ref is empty
- Payment Method is any of (select all credit card payment methods used ex. AMEX, Discover, JCB, Laser, Maestro, Master Card, VISA)

4. Under Results tab, set the following:

- Name
- Number
- Payment Method
- Auth. Code
- P/N Ref

* Users can always add or remove result fields depending on what you need.

5. Hit Save & Run

 

 

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