CODEWITHSUNDEEP
netsuitesaved-searches
ChrisB
ChrisB

Reputation: 3205

NetSuite Summary Saved Search to Combine Text from Each Detail Row

I'm trying to create a summary saved search so that for each summarized row, text from each line in the detailed/non-summarized rows is combined.

For example, the summary view would include a list of Bill Payment transactions with one Bill Payment on each row. Then a Formula (Text) column would combine the Document Number of each bill paid by that Bill Payment transaction.

Example Summary Results

Bill_Payment_#    Bills_Paid 
10501             7981, 7984
10502             CD5029, CD5030, CD5031, CD5032
10503             INV03683

In this example, Bill Payment 10501 paid two bills and those are combined into a single text field. Bill Payment 10502 paid four bills and Bill Payment 10503 paid one.

I am quite familiar with NetSuite saved searches including custom formulas, but I'm not sure where to start with this. Any assistance or pointers would be useful.

Upvotes: 0

Views: 960

Answers (1)

Krypton
Krypton

Reputation: 5231

You can create a Formula (Text) column, and use the NS_CONCAT function to give you this result.

Example:

Filters:

Type = Bill Payment
Date = within this year
Main Line = False

Columns:

Date - (Group)
Document Number - (Group)
Name - (Group)
Formula (Text) - (Minimum) Formula = NS_CONCAT({appliedtotransaction})

This Formula (Text) column gives a result with all the applied to transactions concatenated with commas between.

EG: Bill #2405884,Bill #2430016,Bill #2429826,Bill #2429706

To get a nicer layout, you can wrap the formula above in a REPLACE function like REPLACE(NS_CONCAT({appliedtotransaction}), ',', ' | ')

This would return: Bill #2405884 | Bill #2430016 | Bill #2429826 | Bill #2429706

Upvotes: 1

Related Questions