Saturday, June 29, 2019

Add Print Statement Link to Customer Saved Search Results

By going to More Actions > Generate Statement from the customer record, you can be directed to the Print Individual Statement page where you can print that specific customer's statement. 

A formula field can be added to a customer saved search that will go directly to the Print Individual Statement page, acting as a shortcut and saving the extra step of going through the customer record first.  To do this, add this field on the Results tab of your saved search:

Field: Formula (Text)
Formula: '<A href="https://system.netsuite.com/app/accounting/print/printstatement.nl?customer='||{internalid}||'&whence=">Print Statement</A>'
Custom Label: Print Statement

Note: Please make a note of the URL used to access your NetSuite account. If the URL has something between "system" and "netsuite.com" (e.g. system.beta.netsuite.com), include that in the formula.

No comments:

Post a Comment