Searching System Notes

System note records show changes made to NetSuite records. NetSuite offers a system note search that you can use to retrieve system notes data. To use this search, go to Reports > New Search and click System Note.

• Use a simple search to retrieve system notes data filtered by: the user(s) who entered the changes, role of the user who entered the changes, the date and time of the changes, the type of change, the field(s) changed, the value before the changes, the context for the change, and the value after the changes. For information, see Defining a Simple Search.

• Use an advanced search for more filtering and display options. For information about the capabilities available, see Defining an Advanced Search.

• Use a saved search to take advantage of additional functionality such as emailing search results and the ability to quickly rerun the search. For information, see Defining a Saved Search.

System notes fields also are available to be used as filters and displayed as results for other record types' advanced and saved searches, including the following: contact, customer, employee, issue, item, project, opportunity, partner, transaction, and vendor.

System Notes and Deleted Records

• System Notes for existing records are never automatically deleted. System Notes are only deleted when the record they belong to is deleted.

• System Notes v2 are never deleted, even in cases where a record is deleted.

• In some cases, NetSuite creates a log of the deleted record. The log provides some basic information about the deleted record. For more information, see Searching for Deleted Records.

System Notes for Changes to Configuration and Setup Pages

System notes log changes made to enabled features, company information, and account-level preferences.

System notes also capture changes made to the following configuration and setup pages:

• Company Information (Setup > Company > Company Information)

• Enable Features (Setup > Company > General Preferences)

• General Preferences (Setup > Company > Enable Features)

• Expense Categories (Setup > Accounting > Expense Categories)

• Accounting Lists: Payment Method (Setup > Accounting > Accounting Lists)

• Accounting Lists: Term (Setup > Accounting > Accounting Lists)

• Accounting Lists: Cost Category (Setup > Accounting > Accounting Lists)

• Accounting Lists: Budget Category (Setup > Accounting > Accounting Lists)

• Accounting Lists: Subscription Term (Setup > Accounting > Accounting Lists)

• Accounting Preferences (Setup > Accounting > Accounting Preferences)

• Location Costing Groups (Setup > Accounting > Setup Tasks > Location Costing Groups)

• Nexuses (Setup > Accounting > Nexuses)

• Tax Types (Setup > Accounting > Tax Types)

• Tax Codes (Setup > Accounting > Tax Codes)

• Tax Groups (Setup > Accounting > Tax Groups)

Account administrators can use searches to find system notes that were generated on configuration and setup pages. For example, you can create a saved search that shows system notes on features that were enabled.

You can also filter the search results based on record type.

Other Methods for Viewing System Notes

NetSuite offers different methods that you can use to view system notes for particular record types.

• The audit trail function enables you to retrieve filtered sets of system notes for a selected record type. For information about using the audit trail, see Viewing an Audit Trail for a Record Type and Using the Transaction Audit Trail.

• Each transaction record includes a System Notes subtab on the History subtab where you can view system notes for that transaction. See Viewing Transaction System Notes. History for individual line items also may be available from transaction records. See Line-Level Audit Trail for Transactions.

• Each record of a type other than transaction, such as Employee or Customer, includes a System Notes subtab on the General subtab. You can view system notes for the record on the System Notes subtab.

General Notices