Auditing Data Changes using Searches
To monitor changes made to NetSuite data, you can search system notes records.
This topic applies to System Notes only. For information about searching System Notes v2, see Searching and Filtering System Notes v2.
You can use the following tools to access system notes records:
-
A general system notes search can return system notes for all record types. A system notes search can be filtered by record type, so that the results include only system notes for a particular record type. See Searching System Notes.
-
Searches of record types that support system notes can include system notes details in results. For example, a customer search can include values for system notes fields related to customer record changes in results. This support is based on a join between system notes records and their related parent records. See Defining an Advanced Search.
-
An audit trail link, available at the top of most list pages, can return system notes for a particular record type. See Viewing an Audit Trail for a Record Type.
-
The audit trail for transaction records is available at Transactions > Management > View Audit Trail. See Using the Transaction Audit Trail.
-
System notes are not created by running saved searches, because they do not change data. However, each saved search has a log listing the users who have run or exported the search. This log shows who has used the search in the past 60 days, with the dates and times of when the user ran the search. You can also see an audit trail about changes made to each saved search. See Audit Trail for Saved Searches, Reports and Schedules.
Known Limitations: If you search for System Notes Fields and you elect to use Type = Change as a filter, NetSuite will return all results having type Change, Set or Unset as these are all internally considered a change. As a workaround, you can also use the following formula: Formula (text): is change: {systemnotes.type}.
Additionally, the Deleted Record search type lets you retrieve details about records that have been deleted. For information about searching for deleted records, see Searching for Deleted Records.
Searching System Notes task requires View permissions and only an administrator or another user with Notes Tab permission can use it. For more information about permissions, see NetSuite Permissions Overview.