Creating a Preferred Vendor Saved Search
To view all planning data for a supplier, NetSuite enables you to filter the planning workbench by preferred supplier. This update allows you to create your own custom item filters. However, you do not need to enter a value for every filter.
To learn more, see Step 2 Create the Saved Search.
To create a preferred vendor saved search:
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Go to Lists > Search > Saved Search > New.
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On the New Saved Search page, click Item.
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Enter a Search Title.
For example, US Preferred Vendor Saved Search.
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(Optional) Enter an ID for the saved search. NetSuite prepends the ID with customsearch_. If you do not enter an ID, NetSuite generates one when you save.
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(Optional) To make the search available to use on a Search Form, check the Public box.
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To make this search's settings available for lists of this type of record, check the Available as List View box.
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To make this search's settings available for dashboard list portlets of this type of record, check the Available as Dashboard View box.
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(Optional) To make this search's results available to audience members as a view for sublists on lists of this kind of record, check the Available as Sublist View box.
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(Optional) To allow a count of and link to this search's results to be displayed in the Reminders portlet, check the Available for Reminders box.
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(Optional) To make this saved search's title appear as a menu option under Reports > Saved Searches, check the Show in Menu box.
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(Optional)
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In the Criteria subtab, Filter list, select Preferred Vendor.
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In the Saved Item Search pop-up window, select a Preferred Vendor.
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Click Set and then click Save.
To use a preferred vendor search in the planning workbench view:
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In the Planning Workbench View, enter a Planning Workbench View Name.
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Select a Saved Search.
For example, US Vendor Saved Search.
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Select the Supply Type you want to use to filter to the workbench view.
For example, Planned Purchase Order and Purchase Order.
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Enter the Relative End Date (Days) to display a specific amount of the planning horizon (instead of entire horizon).
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Click Save.
The preferred vendor is displayed in the supply detail panel source column of the for purchasing related transactions.