Sorting fields can always be selected in the Results tab of a saved search. This would represent how the results will be displayed when you run the search. However, there are times that you use summary types in your result fields and you may forget to place the sort to use when viewing the search in summary form.
The default field showing in a Transaction saved search is Date. If Date is not set up with a summary type, this field will not appear in the summary view of the saved search, yet it still would be sorted this way if this same field is still in the Results tab.
The reason is that the order of the fields that default in the Results of tab of a saved search also serve as the default sort.
In a transaction saved search, the default fields are the following:
*
Date
Period
Tax Period
Type
Number
Name
Account
Memo
Amount
If you keep the Sort value to Date, set Summary Type values to Amount (Sum) and Name (Group), the results will be sorted by Name when you run the saved search. If you move the Amount field at the top of the Results tab, the sorting will still be the same.
The main sort will always be placed first when you initially create the saved search even if you move the fields accordingly. This is why it is still important to set the sort when using Summary Types.
This blog is so useful and has helped me out a crazy number of times, thank you for maintaining it.
ReplyDeleteFor this particular topic, note that if you have a group based on a "Formula (Date)" field Netsuite will not sort by default on this column, even if it is first in the results tab. I had a grouping based on a TRUNC(...,MONTH) formula and couldn't make it sort on this by default. A horrible workaround is to create a "Row" field of "Formula (Numeric)" type that calculates the number of months between the TRUNC formula and a literal date...