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Custom field value derived from summary search results

Often there are values you would like to include on a record to indicate summarized data related to that record.  For example you may want to know the total transaction quantity or dollars of returns a customer has been refunded and have it display in a custom field. In NetSuite, you can create a custom field that will display values derived from a summary saved search. This functionality is similar to representing this data in a custom sublist but instead displays in a field. In this example, we will create a custom field to display the total dollars in returns a customer has with our company.

Create Summary Saved Search

Criteria

  • Type = Return Authorizations
  • Status = Return Authorization Refunded
  • Main Line = True

Results (must include one rolled up value and select summary type)

  • Amount (Sum)

Available Filters (Field selected is used to filter the records current record)

  • In example = Customer (Main Line ) : Internal ID

Create Custom Field

Go to Customization > List, Records, & Fields > Entity Field > New
Label = Total Return Authorization

  • Type = Currency (must be same type as Summary Saved Search)
  • Store Value = Unchecked. Important – values for a rollup custom fields are not stored
  • Applies To (subtab) = Customer

  • Select the Validation & Defaulting Subtab
  • Select from Search drop down Summarized Search (Total Refund by Customer)

 

  • Save & Apply to Forms

 

Custom field is now presented on the customer record and dynamically updated based on the results of the Summary Saved Search.

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