场景
基于审查的需求,用户可能需要在一个查询或报告中展示所有的会计分录他们的限制(包括地点、部门和类别)是否妥当。
目前,Netsuite将"Restrict To Department / Restrict to Class / Restrict to Location"这三个字段暴露给saved search的field还处于改善计划。Enhancement No. 151598.
解决方案
用户可以通过创建下面的saved search来达到目的。
A. Account with Restrict To Department:
1. Navigate to Transactions > Management > Saved Searches > New
2. Select Account
3. On the Results tab add the following fields:
• Name where Summary Type = Group
• Account Type where Summary Type = Group
• Description where Summary Type = Group
• Balance where Summary Type = Group
• Formula(Text) = DECODE({systemnotes.field}, 'Department',
{systemnotes.newvalue}) where Summary Type = Maximum, When Ordered By
Field = System Notes: Date and Custom Label = Department
4. Hit Preview or Save & Run
B. Account with Restrict To Class:
1. Navigate to Transactions > Management > Saved Searches > New
2. Select Account
3. On the Results tab add the following fields:
• Name where Summary Type = Group
• Account Type where Summary Type = Group
• Description where Summary Type = Group
• Balance where Summary Type = Group
• Formula(Text) = DECODE({systemnotes.field}, ‘Class’, {systemnotes.newvalue})where Summary Type = Maximum, When Ordered By Field = System Notes: Dateand Custom Label = Class
4. Hit Preview or Save & Run
C. Account with Restrict To Location:
Navigate to Transactions > Management > Saved Searches > New
Select Account
On the Results tab add the following fields:
• Name where Summary Type = Group
• Account Type where Summary Type = Group
• Description where Summary Type = Group
• Balance where Summary Type = Group
• Formula(Text) = DECODE({systemnotes.field}, 'Location',
{systemnotes.newvalue}) where Summary Type = Maximum, When Ordered By
Field = System Notes: Date and Custom Label = Location
4. Hit Preview or Save & Run
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