Tips for Defining Simple Search Filters
NetSuite provides many dropdown lists and popup windows to assist you in defining search filters. For additional information, review the following tips.
-
The search date filters offer a complex set of options. For help with these filters, see Defining Search Date Filters.
-
To avoid displaying multiple lines for each transaction in transaction search results, include a criteria of Main Line is True or click the Yes option button for the Main Line field.
-
Select any of to include all of the field values you select and none of to exclude all of the field values you select.
-
For fields with multi-select boxes, press and hold the Ctrl key to select multiple field values.
-
For some text fields, select starts with or contains if you know only part of the name or title.
-
For searches that support keywords, you can use OR as a separator to search for multiple text strings at the same time. You must enter OR in uppercase for it to be recognized as a separator.
-
When you enter text, you can use % to match any string of characters and _ to match any single character. For example, if you search for aa%r fra%i, your results will include Aaron Frankenstein and Frangelica Aardvark.
-
When you enter purely numeric keywords, remember that only advanced matches are returned, unless you include the % wildcard.
-
In some fields, you can select -Unassigned- to find transactions that are not tied to an employee -Mine- to find only transactions associated with you, or - My Team- to find transactions associated with you or your subordinates.
-
When the ANY operator is selected for a field, this filter will not be used in the search.
-
When you add some value and the ANY operator is selected, the operator changes to 'has keywords' in case of the text field (to 'equal to' in case of number field) by default.
Defining Search Date Filters
NetSuite provides three different types of date filters: a named time period, like last fiscal year, a custom date range defined by a specific start date and end date, and a relative date range defined by a beginning number of days, weeks, months, quarters, or years ago or from now, to an ending number of same.
Some date fields let you include specific times of day in custom date range filters and in filters for named time periods such as today, tomorrow, and yesterday. For these fields, relative date range filters are not available.
-
In the first Date dropdown list, select search logic. Any of the options can apply to a named time period, but you need to select within or not within for a custom or relative date range.
-
In the second dropdown list, select a named time period, or select custom if you want to define start and end dates in the From and To fields, or select relative if you want to define a relative date range.
-
To use the From and To fields to set a custom date range filter, click on the calendar icons to enter a starting date in the From field and an ending date in the To field.
-
To include specific times of day in custom date range filters or named time period filters such as today, tomorrow, and yesterday, select the times in the From and To dropdown lists, or enter times directly in the editable fields next to the dropdown lists.
The times that you enter for search date filters are adjusted automatically for users' local time zones.
-
To use the From and To fields to set a relative date range filter, enter the beginning and ending numbers and select calendar units (days, weeks, months, quarters, or years; ago or from now) from the dropdown lists in the From and To fields.
Be sure to place the earlier date (for example, 90 days ago ) in the From field, and the later date (for example, 0 days ago ) in the To field.