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.