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NetSuite Saved Searches for Accounting Users
Introduction
Course Overview (2:30)
NetSuite Basics
NetSuite Internal IDs (1:18)
Header vs. Line level data (5:31)
Reports vs. Financial Reports vs. Saved Searches (4:09)
System Notes (3:01)
Common saved search fields in NetSuite (7:49)
NetSuite Saved Search Field Filter Extension (1:09)
Next Steps
All Posting Transactions Saved Search
How to create a saved search (2:30)
Posting transaction saved search overview (3:18)
Saved search criteria overview (3:49)
Saved search results overview (5:42)
Using summary type to enhance saved search results (3:56)
Saved search permissions (2:36)
Posting Transaction Saved Search
Account Segment Saved Search
Overview (2:34)
Criteria (2:29)
Results (2:21)
Automating search distribution (4:15)
Next steps - account segment saved search
Midpoint check-in
Midpoint check-in (0:36)
Updating Customer Records with Saved Search and CSV Uploads
Building a Customer Saved Search (5:07)
Preparing the CSV file to update Customer records (4:56)
Update customer records with the CSV import tool (9:41)
Conclusion and next steps
Conclusion (0:50)
Next Steps and Further Resources
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Next steps - account segment saved search
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